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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
Chesapeake Wealth Management
Virginia
$679K +$642K +2,988 New
CT
602
Coastline Trust
Rhode Island
$678K +$20.4K +95 +3%
CC
603
Cannell & Co
New York
$658K
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$658K +$8.16K +38 +1%
WT
605
Whittier Trust
California
$656K +$46.4K +216 +8%
PHAM
606
Palisades Hudson Asset Management
Florida
$649K
SYBT
607
Stock Yards Bank & Trust
Kentucky
$648K -$71.8K -334 -10%
First Manhattan
608
First Manhattan
New York
$636K
ZCM
609
Zebra Capital Management
Connecticut
$629K -$552K -2,571 -48%
DWA
610
Douglass Winthrop Advisors
New York
$618K -$859K -4,000 -60%
WTC
611
WhitTier Trust Company
Nevada
$615K
RIM
612
Rampart Investment Management
Connecticut
$612K -$194K -901 -9%
B
613
Bailard
California
$612K +$69.2K +322 +14%
HW
614
Hancock Whitney
Mississippi
$607K +$573K +2,667 New
Parallax Volatility Advisers
615
Parallax Volatility Advisers
California
$605K +$484K +2,255 +558%
BFM
616
Boston Financial Management
Massachusetts
$601K -$38.7K -180 -6%
CWM
617
Concentric Wealth Management
California
$596K -$32.2K -150 -5%
IA
618
IFP Advisors
Florida
$596K +$180K +837 +47%
CAN
619
Cetera Advisor Networks
California
$591K -$18.3K -85 -3%
Holocene Advisors
620
Holocene Advisors
New York
$591K +$558K +2,599 New
CANY
621
Caxton Associates (New York)
New York
$586K -$163K -759 -23%
PVH
622
Psagot Value Holdings
Israel
$584K +$334K +1,555 +153%
PWPS
623
Pinnacle Wealth Planning Services
Ohio
$576K -$9.88K -46 -2%
VF
624
Virtu Financial
New York
$571K +$539K +2,510 New
CBN
625
Cadence Bank NA
Texas
$568K