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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
851
D.B. Root & Company
Pennsylvania
$203K +$200K +2,570 New
MA
852
Montag & Associates
Georgia
$201K +$197K +2,540 New
MCM
853
Murphy Capital Management
New Jersey
$201K +$198K +2,550 New
ARMT
854
Amica Retiree Medical Trust
Rhode Island
$200K
VCM
855
Vigilant Capital Management
Maine
$200K +$197K +2,536 New
SC
856
SRB Corp
Massachusetts
$195K
AssetMark Inc
857
AssetMark Inc
California
$187K -$74.1K -953 -29%
CPA
858
Clear Perspective Advisors
Illinois
$187K
STA
859
Summit Trail Advisors
New York
$176K +$164K +2,115 New
RA
860
Rational Advisors
New York
$174K -$31.1K -400 -15%
MPWT
861
MassMutual Private Wealth & Trust
Connecticut
$165K +$6.61K +85 +4%
DBT
862
Dubuque Bank & Trust
Iowa
$159K +$2.64K +34 +2%
ADL
863
Asset Dedication LLC
California
$158K -$18K -231 -10%
YWP
864
YorkBridge Wealth Partners
New York
$152K -$78.2K -1,006 -35%
EWM
865
Evercore Wealth Management
New York
$146K -$3.27K -42 -2%
BTIS
866
BB&T Investment Services
North Carolina
$146K +$20.8K +267 +20%
CCM
867
Covington Capital Management
California
$143K
SLF
868
Sun Life Financial
Ontario, Canada
$143K
Cohen & Steers
869
Cohen & Steers
New York
$142K
RE
870
RBC Europe
United Kingdom
$141K
CAM
871
CenterStar Asset Management
Illinois
$137K
FPS
872
Fieldpoint Private Securities
Connecticut
$134K
C
873
Cerebellum
California
$130K +$128K +1,645 New
First Manhattan
874
First Manhattan
New York
$127K -$64.1K -825 -34%
DCM
875
Delpha Capital Management
New York
$124K +$122K +1,565 New