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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
501
Choate Investment Advisors
Massachusetts
$11M -$692K -5,047 -6%
EWM
502
Edge Wealth Management
New York
$11M +$2.25M +16,439 +24%
SFFS
503
Stonehage Fleming Financial Services
Jersey
$11M -$2.86M -20,899 -19%
AIA
504
Affinity Investment Advisors
California
$10.9M -$4.51M -32,886 -28%
CCA
505
Cobblestone Capital Advisors
New York
$10.9M +$1.61M +11,779 +16%
WC
506
Woodstock Corp
Massachusetts
$10.9M +$959 +7 +0%
BFG
507
Beacon Financial Group
Texas
$10.9M +$282K +2,061 +3%
GIA
508
Granite Investment Advisors
New Hampshire
$10.9M -$1.26M -9,181 -9%
MIM
509
Marco Investment Management
Georgia
$10.9M -$545K -3,975 -5%
CIPU
510
Caledonia Investments plc (UK)
United Kingdom
$10.8M
MC
511
Moors & Cabot
Massachusetts
$10.7M -$620K -4,521 -5%
CHA
512
Cedar Hill Associates
Illinois
$10.7M -$441K -3,215 -4%
BFO
513
Boston Family Office
Massachusetts
$10.7M -$871K -6,352 -7%
BOTW
514
Bank of the West
California
$10.6M +$1.16M +8,452 +11%
CFA
515
Carroll Financial Associates
North Carolina
$10.6M -$328K -2,396 -3%
NRS
516
Neville Rodie & Shaw
New York
$10.5M -$2.98M -21,710 -21%
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$10.5M +$764K +5,571 +7%
EWM
518
Evercore Wealth Management
New York
$10.5M -$466K -3,400 -4%
NLGIA
519
Nippon Life Global Investors Americas
New York
$10.5M -$422K -3,076 -4%
BB
520
Busey Bank
Illinois
$10.5M -$291K -2,121 -3%
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$10.5M +$132K +960 +1%
PAM
522
Palisade Asset Management
Minnesota
$10.4M +$1.02M +7,406 +10%
TNB
523
Thomasville National Bank
Georgia
$10.3M +$686K +5,006 +7%
GJIC
524
Gamble Jones Investment Counsel
California
$10.3M -$207K -1,507 -2%
FIM
525
Farmhouse Investment Management
California
$10.3M