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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
551
Parsons Capital Management
Rhode Island
$251K -$2.25K -40 -0.8%
SAM
552
Sequent Asset Management
Texas
$251K – – –
WCM Investment Management
553
WCM Investment Management
California
$251K – – –
V
554
Veritable
Delaware
$249K -$257K -4,564 -49%
SNT
555
Security National Trust
West Virginia
$249K – – –
WKWM
556
Walter & Keenan Wealth Management
Indiana
$246K -$1.13M -20,000 -81%
IAA
557
Ironsides Asset Advisors
North Carolina
$246K +$22.5K +400 +9%
Credit Agricole
558
Credit Agricole
France
$244K +$70.4K +1,250 +36%
IWMPD
559
Integrated Wealth Management (Palm Desert)
California
$243K +$39.1K +695 +18%
EWM
560
Evercore Wealth Management
New York
$242K -$30.7K -546 -11%
TBNY
561
Trustco Bank (New York)
New York
$240K -$18K -320 -6%
RW
562
Rand Wealth
Maryland
$238K – – –
ZDA
563
Zweig-DiMenna Associates
New York
$237K +$257K +4,560 New
CC
564
Cadinha & Co
Hawaii
$234K – – –
S
565
SignatureFD
Georgia
$233K -$29.1K -516 -10%
RMDI
566
R.M. Davis Inc
Maine
$232K – – –
BHTS
567
Bar Harbor Trust Services
Maine
$231K – – –
RA
568
RFG Advisory
Alabama
$229K +$248K +4,402 New
BC
569
Bartlett & Co
Ohio
$228K – – –
UR
570
USCA RIA
Texas
$227K +$246K +4,364 New
HCM
571
Howland Capital Management
Massachusetts
$225K – – –
ECM
572
Estabrook Capital Management
New York
$224K -$9.01K -160 -4%
1IA
573
1834 Investment Advisors
Wisconsin
$223K -$191K -3,398 -44%
BAM
574
Burnham Asset Management
New York
$221K -$12.1K -215 -5%
Legal & General Group
575
Legal & General Group
United Kingdom
$219K +$236K +4,200 New