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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
651
Adell Harriman & Carpenter
Texas
$263K -$111K -1,800 -29%
PIM
652
Progressive Investment Management
Oregon
$261K +$13.5K +219 +5%
PFS
653
Prospera Financial Services
Texas
$261K +$36.9K +600 +16%
AssetMark Inc
654
AssetMark Inc
California
$258K -$28K -456 -10%
CAM
655
Columbia Asset Management
Michigan
$255K -$61.4K -1,000 -19%
MCM
656
Murphy Capital Management
New Jersey
$253K -$24.6K -400 -9%
NPA
657
Nichols & Pratt Advisers
Massachusetts
$253K
YP
658
Yellowstone Partners
Idaho
$253K +$51.5K +839 +25%
IIM
659
Ironwood Investment Management
Massachusetts
$251K
PRS
660
Pinkerton Retirement Specialists
Idaho
$251K +$258K +4,205 New
WS
661
Wedbush Securities
California
$250K +$36.6K +596 +17%
ECM
662
Element Capital Management
New York
$250K +$257K +4,188 New
FNBTCON
663
First National Bank & Trust Co of Newtown
Pennsylvania
$248K
LD
664
Lipe & Dalton
New York
$248K
CT
665
Cambridge Trust
Massachusetts
$244K +$3.69K +60 +1%
SLAM
666
Swiss Life Asset Management
$243K -$672K -10,945 -73%
LH
667
Lebenthal Holdings
New York
$243K -$631K -10,273 -72%
LAM
668
Lebenthal Asset Management
New York
$243K +$4.3K +70 +2%
AF
669
Aldebaran Financial
$243K +$241K +3,925 New
GCC
670
Guardian Capital (Canada)
Ontario, Canada
$240K +$247K +4,018 New
CBU
671
CIBC Bank USA
Illinois
$239K
MJP
672
Michael J. Puzo
$239K
CONA
673
Capital One National Association
New York
$239K +$26.5K +431 +12%
BFO
674
Boston Family Office
Massachusetts
$235K -$15.4K -250 -6%
BAS
675
Brown Advisory Securities
Maryland
$235K -$7.49K -122 -3%