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Name Holding Trade Value Shares
Change
Change in
Stake
PGA
651
Portland Global Advisors
Maine
$274K
TDC
652
Thompson Davis & Co
Virginia
$273K +$118K +3,047 +75%
CCA
653
Checchi Capital Advisers
California
$271K -$28.8K -746 -10%
GW
654
GW & Wade
Massachusetts
$271K +$273K +7,076 New
EWM
655
Evercore Wealth Management
New York
$270K +$3.2K +83 +1%
DIA
656
Denver Investment Advisors
Colorado
$260K -$2.16K -56 -0.8%
JFG
657
Jefferies Financial Group
New York
$260K +$262K +6,800 New
SIM
658
SSI Investment Management
California
$258K +$39 +1 +0%
FWCM
659
Ferguson Wellman Capital Management
Oregon
$257K -$9.65K -250 -4%
PAM
660
PartnerRe Asset Management
Connecticut
$253K +$3.86K +100 +2%
CPO
661
Cerity Partners OCIO
New York
$247K +$579 +15 +0.2%
JIP
662
Jaffetilchin Investment Partners
Florida
$246K -$144K -3,741 -37%
LRPA
663
L. Roy Papp & Associates
Arizona
$245K
AWE
664
Avidian Wealth Enterprises
Texas
$243K +$245K +6,358 New
NB
665
Nicolet Bankshares
Wisconsin
$241K
VF
666
Virtu Financial
New York
$241K +$243K +6,291 New
HAM
667
Highstreet Asset Management
Ontario, Canada
$238K -$288K -7,461 -55%
LA
668
Lucus Advisors
New York
$237K +$240K +6,205 New
VFA
669
Voya Financial Advisors
Connecticut
$236K +$18.9K +490 +9%
CG
670
Caprock Group
Idaho
$236K +$238K +6,162 New
PAIA
671
Park Avenue Institutional Advisers
New York
$235K -$6.68K -173 -3%
HAG
672
HighPoint Advisor Group
Illinois
$233K +$15.3K +396 +6%
MJP
673
Michael J. Puzo
$230K +$37.1K +960 +19%
CPA
674
Court Place Advisors
Maryland
$228K
SMH
675
Sanders Morris Harris
Texas
$227K +$229K +5,933 New