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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
526
High Falls Advisors
New York
$330K +$318K +6,262 New
WEC
527
Winslow Evans & Crocker
Massachusetts
$327K +$14.2K +280 +5%
PAM
528
Princeton Alpha Management
New Jersey
$325K -$53.2K -1,048 -15%
PCMM
529
Private Capital Management (Minnesota)
Minnesota
$325K -$12.2K -240 -4%
V
530
Veritable
Delaware
$323K +$30K +592 +11%
EFS
531
Essex Financial Services
Connecticut
$318K -$46.2K -910 -13%
BOTW
532
Bank of the West
California
$318K +$7.51K +148 +3%
IAA
533
Independent Advisor Alliance
North Carolina
$314K +$51.5K +1,015 +20%
SA
534
Strategic Advisors
New York
$313K +$302K +5,944 New
FFA
535
First Foundation Advisors
California
$312K +$300K +5,918 New
BFO
536
Boston Family Office
Massachusetts
$310K -$24.1K -476 -7%
NA
537
Neuburgh Advisers
California
$309K
BBHC
538
Brown Brothers Harriman & Co
New York
$308K -$1.01K -20 -0.3%
SRC
539
Shufro Rose & Co
New York
$306K +$30.4K +600 +12%
PVWM
540
Point View Wealth Management
New Jersey
$304K +$33.3K +656 +13%
FMTCOCP
541
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$299K -$38.6K -760 -12%
FPB
542
First PREMIER Bank
South Dakota
$298K
DWA
543
Douglass Winthrop Advisors
New York
$297K
BDF
544
Balasa Dinverno & Foltz
$296K -$18K -354 -6%
MCP
545
Mirador Capital Partners
California
$294K +$29.3K +578 +12%
NL
546
NWAM LLC
Washington
$293K +$282K +5,561 New
BCI
547
Brinker Capital Investments
Pennsylvania
$292K +$56.6K +1,115 +25%
HCM
548
Howland Capital Management
Massachusetts
$289K +$22.1K +436 +9%
AB
549
AT Bancorp
Iowa
$284K -$62.9K -1,239 -19%
WSTAM
550
Wilbanks Smith & Thomas Asset Management
Virginia
$284K -$30.1K -593 -10%