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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
501
Boston Financial Management
Massachusetts
$286K -$34.5K -1,578 -10%
UF
502
Univest Financial
Pennsylvania
$286K +$67.3K +3,077 +29%
PP
503
Paloma Partners
Connecticut
$285K -$181K -8,272 -38%
OSNBOA
504
Old Second National Bank of Aurora
Illinois
$280K -$9.21K -421 -3%
BP
505
Banyan Partners
Florida
$275K -$6.83K -312 -2%
EWM
506
Evercore Wealth Management
New York
$274K -$130K -5,945 -31%
FNBT
507
FineMark National Bank & Trust
Florida
$274K +$49.7K +2,274 +21%
LC
508
Lubar & Co
Wisconsin
$272K +$113K +5,151 +67%
FWM
509
Focused Wealth Management
New York
$271K +$280K +12,797 New
WTC
510
WhitTier Trust Company
Nevada
$269K -$30.7K -1,402 -10%
NIM
511
NuWave Investment Management
New Jersey
$267K +$268K +12,261 +3,617%
CSIC
512
Clifford Swan Investment Counsel
California
$253K
HTC
513
Haverford Trust Company
Pennsylvania
$251K -$2.73K -125 -1%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$248K -$49K -2,239 -16%
GI
515
GAMCO Investors
Connecticut
$245K
CK
516
Cohen Klingenstein
New York
$243K
RBC
517
Ronald Blue & Co
Georgia
$239K +$9.76K +446 +4%
MA
518
Montag & Associates
Georgia
$238K +$246K +11,265 New
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$235K -$317K -14,473 -57%
MPI
520
Mairs & Power Inc
Minnesota
$235K -$831 -38 -0.3%
FHC
521
First Heartland Consultants
Missouri
$233K +$66 +3 +0%
ICAS
522
Investors Capital Advisory Services
Massachusetts
$233K +$18.9K +863 +8%
AB
523
AT Bancorp
Iowa
$230K -$18.4K -841 -7%
CBU
524
CIBC Bank USA
Illinois
$229K -$619K -28,318 -72%
RA
525
Rational Advisors
New York
$227K