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Name Holding Trade Value Shares
Change
Change in
Stake
NICM
451
Neo Ivy Capital Management
New York
$359K +$373K +3,969 New
UCB
452
United Community Bank
South Carolina
$358K +$1.41K +15 +0.4%
BP
453
Ballentine Partners
Massachusetts
$347K +$11.6K +123 +3%
FPWM
454
FSB Premier Wealth Management
Iowa
$347K +$30.7K +326 +9%
MGWM
455
Marks Group Wealth Management
Minnesota
$344K -$708K -7,529 -66%
BOM
456
Bank of Marin
California
$341K
VI
457
Vestcor Inc
New Brunswick, Canada
$341K +$113K +1,199 +47%
YC
458
Yarbrough Capital
Tennessee
$340K
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$340K +$9.22K +98 +3%
TF
460
Trek Financial
Arizona
$339K -$6.49K -69 -2%
DWA
461
Douglass Winthrop Advisors
New York
$335K -$18.8K -200 -5%
GD
462
Grandfield & Dodd
New York
$330K
Rafferty Asset Management
463
Rafferty Asset Management
New York
$329K -$300K -3,188 -47%
RG
464
Rathbones Group
United Kingdom
$326K
PP
465
Prudential plc
United Kingdom
$324K +$37K +393 +12%
GT
466
Glenmede Trust
Pennsylvania
$324K +$60.8K +647 +22%
BCM
467
Brookstone Capital Management
Illinois
$322K -$315K -3,346 -49%
AP
468
Advisor Partners
California
$321K +$121K +1,289 +57%
AUB
469
Atlantic Union Bankshares
Virginia
$319K -$4.7K -50 -1%
GJIC
470
Gamble Jones Investment Counsel
California
$318K
CCFCSB
471
Cape Cod Five Cents Savings Bank
Massachusetts
$317K
EWA
472
Encompass Wealth Advisors
Oregon
$317K
EI
473
Ethic Inc
New York
$316K -$9.22K -98 -3%
PCA
474
Personal Capital Advisors
California
$315K -$752 -8 -0.2%
Lido Advisors
475
Lido Advisors
California
$312K -$58K -617 -15%