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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
851
MYCIO Wealth Partners
Pennsylvania
$246K -$1.99K -119 -0.9%
EWM
852
Evercore Wealth Management
New York
$245K +$10.8K +645 +5%
DPI
853
Diversified Portfolios Inc
Michigan
$245K +$225K +13,421 New
TYCC
854
Texas Yale Capital Corp
Florida
$243K -$92K -5,488 -29%
BHIA
855
Birch Hill Investment Advisors
Massachusetts
$241K -$9.23K -551 -4%
WA
856
Wealth Architects
California
$239K +$219K +13,089 New
LJAC
857
L.J. Altfest & Co
New York
$238K +$218K +13,034 New
FBA
858
Front Barnett Associates
Illinois
$236K – – –
LWCFA
859
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K -$298K -17,779 -58%
BTNA
860
Bremer Trust National Association
Minnesota
$233K +$214K +12,785 New
AP
861
Appleton Partners
Massachusetts
$231K -$86.7K -5,175 -29%
ST
862
Smithfield Trust
Pennsylvania
$231K – – –
CNBT
863
Canandaigua National Bank & Trust
New York
$228K -$1.84K -110 -0.9%
SI
864
SII Investments
Wisconsin
$228K +$211K +12,578 New
GC
865
Grimes & Company
Massachusetts
$227K +$209K +12,463 New
USGIU
866
U.S. Global Investors (USGI)
Texas
$225K +$207K +12,331 New
SIG
867
Stanford Investment Group
California
$223K +$205K +12,234 New
NYLT
868
New York Life Trust
New York
$222K -$2.36K -141 -1%
FI
869
FormulaFolio Investments
Michigan
$222K +$204K +12,201 New
ST
870
Spinnaker Trust
Maine
$219K +$202K +12,027 New
IC
871
InterOcean Capital
Illinois
$218K -$194K -11,583 -49%
MHIC
872
Marble Harbor Investment Counsel
Massachusetts
$217K +$199K +11,891 New
TAM
873
Trillium Asset Management
Massachusetts
$215K -$40.5K -2,418 -17%
DSC
874
Duncker Streett & Co
Missouri
$209K – – –
TNBTD
875
Trustmark National Bank Trust Department
Mississippi
$209K +$193K +11,501 New