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Name Holding Trade Value Shares
Change
Change in
Stake
RG
426
Rathbones Group
United Kingdom
$545K -$17.5K -312 -3%
MCM
427
MAI Capital Management
Ohio
$542K -$8.48M -151,518 -94%
BBPWM
428
Blue Bell Private Wealth Management
Pennsylvania
$539K
WA
429
WealthTrust Axiom
Pennsylvania
$539K +$56.1K +1,002 +11%
GT
430
Glenview Trust
Kentucky
$539K +$564K +10,089 New
CAM
431
Columbia Asset Management
Michigan
$537K +$113K +2,024 +25%
TAM
432
Trillium Asset Management
Massachusetts
$535K -$110K -1,967 -16%
GD
433
Grandfield & Dodd
New York
$531K -$27K -482 -5%
SAM
434
Strategy Asset Managers
California
$527K +$57.5K +1,027 +12%
GAM
435
Garrison Asset Management
Arkansas
$526K
BTNA
436
Bremer Trust National Association
Minnesota
$525K +$24.8K +444 +5%
GWCM
437
Godshalk Welsh Capital Management
Pennsylvania
$524K +$548K +9,800 New
SI
438
SII Investments
Wisconsin
$523K +$209K +3,727 +63%
BCB
439
Brian C. Broderick
$518K -$2.61M -46,708 -83%
DCM
440
Dynamic Capital Management
Jersey
$517K -$1.03M -18,384 -66%
SCM
441
SOL Capital Management
Maryland
$513K
UAS
442
United Asset Strategies
New York
$503K +$168 +3 +0%
HPC
443
HM Payson & Co
Maine
$502K +$32.2K +575 +7%
ICAS
444
Investors Capital Advisory Services
Massachusetts
$502K +$98.2K +1,755 +23%
BCMO
445
Buckingham Capital Management (Ohio)
Ohio
$499K +$12.3K +219 +2%
KWMG
446
King Wealth Management Group
Florida
$498K +$521K +9,316 New
EIM
447
Emerson Investment Management
Massachusetts
$494K
LH
448
Lebenthal Holdings
New York
$494K +$518K +9,255 New
IAS
449
IMA Advisory Services
Colorado
$486K -$24.6K -440 -5%
TU
450
TDAM USA
Ontario, Canada
$484K -$482K -8,616 -49%