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Name Holding Trade Value Shares
Change
Change in
Stake
DDC
976
DF Dent & Co
Maryland
$604K -$43K -2,075 -7%
PTC
977
Philadelphia Trust Company
Pennsylvania
$604K -$206K -9,964 -27%
JMFC
978
J.M. Forbes & Co
Massachusetts
$603K -$932 -45 -0.2%
TBNY
979
Trustco Bank (New York)
New York
$602K -$137K -6,625 -20%
CAM
980
Councilmark Asset Management
Tennessee
$600K +$1.04K +50 +0.2%
ANTB
981
AMG National Trust Bank
Colorado
$600K +$4.68K +226 +0.9%
GIA
982
Guyasuta Investment Advisors
Pennsylvania
$597K +$43.2K +2,086 +8%
NIM
983
Northeast Investment Management
Massachusetts
$597K -$21.8K -1,050 -4%
EFG
984
Everhart Financial Group
Ohio
$595K +$37.8K +1,822 +7%
NL
985
NWAM LLC
Washington
$594K -$12.9K -622 -2%
RWM
986
Ritholtz Wealth Management
New York
$594K +$11.5K +554 +2%
FIA
987
Foundations Investment Advisors
Arizona
$593K -$72.4K -3,494 -12%
SCM
988
Schnieders Capital Management
California
$592K -$78.5K -3,787 -13%
SW
989
Simplicity Wealth
New Jersey
$591K -$638K -30,783 -54%
CCFM
990
Clear Creek Financial Management
Washington
$588K -$24.7K -1,194 -4%
4A
991
4Wealth Advisors
Illinois
$588K -$7.29K -352 -1%
SWM
992
Spire Wealth Management
Virginia
$586K -$802K -38,723 -60%
CLA
993
Carnegie Lake Advisors
New Jersey
$586K -$49.7K -2,400 -8%
WA
994
Wealth Architects
California
$584K -$28.9K -1,394 -5%
N
995
Numerai
California
$583K -$25.8K -1,247 -5%
SC
996
Sapient Capital
Indiana
$582K +$40.9K +1,975 +8%
1SB
997
1ST Source Bank
Indiana
$581K -$56.2K -2,712 -9%
Select Equity Group
998
Select Equity Group
New York
$577K +$534K +25,759 New
WHC
999
Wulff, Hansen & Co
California
$576K -$41.6K -2,010 -7%
KA
1000
Klingman & Associates
New York
$576K +$41.8K +2,016 +9%