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Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
501
Chevy Chase Trust
Maryland
$278K +$48.6K +956 +21%
BDF
502
Balasa Dinverno & Foltz
$276K
RG
503
Rathbones Group
United Kingdom
$276K
CG
504
Caprock Group
Idaho
$276K +$21.7K +427 +9%
PTC
505
Private Trust Company
Ohio
$275K +$32.8K +646 +13%
SGA
506
Strategic Global Advisors
California
$273K -$230K -4,527 -45%
WSTAM
507
Wilbanks Smith & Thomas Asset Management
Virginia
$273K +$276K +5,431 New
CAC
508
Certified Advisory Corp
Florida
$271K -$275K -5,409 -50%
FNBT
509
FineMark National Bank & Trust
Florida
$269K +$272K +5,352 New
BBHC
510
Brown Brothers Harriman & Co
New York
$268K +$5.69K +112 +2%
AWM
511
AllSquare Wealth Management
New York
$268K +$20.7K +407 +8%
WEC
512
Winslow Evans & Crocker
Massachusetts
$266K
RCM
513
RNC Capital Management
California
$266K +$269K +5,294 New
CCM
514
Compton Capital Management
Rhode Island
$264K
MHS
515
M Holdings Securities
Oregon
$263K -$2.54K -50 -0.9%
FC
516
FCA Corp
Texas
$261K
SFA
517
Sequoia Financial Advisors
Ohio
$260K -$69K -1,358 -21%
PWM
518
Perigon Wealth Management
California
$259K -$3.86K -76 -1%
BFS
519
Bradley Foster & Sargent
Connecticut
$259K +$262K +5,164 New
GTAM
520
Global Trust Asset Management
Florida
$258K -$16.2K -319 -6%
FMTCOCP
521
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$257K -$7.11K -140 -3%
WP
522
WealthSource Partners
California
$256K -$4.62K -91 -2%
NEAM
523
New England Asset Management
Connecticut
$255K
WC
524
Weil Company
California
$254K
KJWM
525
Kiley Juergens Wealth Management
Washington
$254K +$143K +2,822 +125%