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Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Profund Advisors
Maryland
$1.32M +$317K +5,658 +30%
WKWM
302
Walter & Keenan Wealth Management
Indiana
$1.32M +$269K +4,800 +24%
JWS
303
Juncture Wealth Strategies
Arizona
$1.3M +$1.35M +24,066 New
SW
304
SVB Wealth
Massachusetts
$1.29M +$1.35M +24,120 New
FTIOP
305
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.26M -$78.5K -1,404 -6%
JMPWA
306
JP Morgan Private Wealth Advisors
California
$1.26M +$35.8K +639 +3%
FCCM
307
First City Capital Management
Georgia
$1.26M -$3.36K -60 -0.3%
TBA
308
Tower Bridge Advisors
Pennsylvania
$1.25M +$27.5K +492 +2%
SAG
309
Sterne Agee Group
Alabama
$1.25M -$819K -14,631 -38%
HB
310
Homrich & Berg
Georgia
$1.25M +$148K +2,652 +13%
TH
311
Timber Hill
Connecticut
$1.24M -$1.95M -34,862 -60%
CHC
312
City Holding Co
West Virginia
$1.24M +$151K +2,698 +13%
Fiera Capital (Canada)
313
Fiera Capital (Canada)
Quebec, Canada
$1.23M -$4.45M -79,508 -78%
LJAC
314
L.J. Altfest & Co
New York
$1.23M -$56 -1 -0%
Bessemer Group
315
Bessemer Group
New Jersey
$1.22M -$44.1K -789 -3%
HPIA
316
Hamilton Point Investment Advisors
North Carolina
$1.21M +$42.5K +760 +3%
IIM
317
Ipswich Investment Management
Massachusetts
$1.2M -$1.58M -28,272 -56%
KAM
318
Kazazian Asset Management
Florida
$1.18M +$1.24M +22,152 New
RJFSA
319
Raymond James Financial Services Advisors
Florida
$1.15M +$248K +4,437 +26%
TAM
320
Trust Asset Management
Texas
$1.15M +$1.2M +21,454 New
AT
321
Arden Trust
Delaware
$1.14M -$29.4K -525 -2%
WIS
322
Wright Investors Service
Connecticut
$1.14M -$73.2K -1,308 -6%
ACM
323
Alta Capital Management
Utah
$1.14M -$51.4K -919 -4%
UCFA
324
United Capital Financial Advisors
Texas
$1.13M +$45.5K +814 +4%
PSI
325
Pinnacle Summer Investments
Virginia
$1.13M -$64.1K -1,145 -5%