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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
701
Moody National Bank Trust Division
Texas
$454K -$141K -729 -25%
MCM
702
Mitchell Capital Management
Kansas
$454K +$105K +543 +34%
ZF
703
Zhang Financial
Michigan
$446K – – –
RC
704
RegentAtlantic Capital
New Jersey
$445K +$113K +584 +39%
TF
705
Trek Financial
Arizona
$439K +$400K +2,069 New
PBO
706
Peoples Bank (Ohio)
Ohio
$435K +$3.86K +20 +1%
PA
707
Parallel Advisors
California
$434K +$64.9K +336 +20%
NAM
708
Nexpoint Asset Management
Texas
$424K -$193K -1,000 -33%
GIM
709
Goelzer Investment Management
Indiana
$424K – – –
PG
710
Proffitt & Goodson
Tennessee
$422K -$47.7K -247 -11%
Kovitz Investment Group Partners
711
Kovitz Investment Group Partners
Illinois
$420K – – –
WJWM
712
Williams Jones Wealth Management
New York
$418K – – –
EWM
713
Evercore Wealth Management
New York
$415K -$17.8K -92 -4%
CBB
714
Citizens Business Bank
California
$414K -$328K -1,700 -47%
UCFA
715
United Capital Financial Advisors
Texas
$413K -$238K -1,235 -39%
WB
716
Webster Bank
Connecticut
$413K – – –
AC
717
Athanor Capital
New York
$410K +$373K +1,934 New
PA
718
Pinnacle Associates
New York
$408K -$40K -207 -10%
DLA
719
Douglas Lane & Associates
New York
$404K -$5.79K -30 -2%
CWM
720
Chesapeake Wealth Management
Virginia
$400K -$6.76K -35 -2%
HIC
721
Holderness Investments Company
North Carolina
$399K – – –
BMC
722
Benin Management Corp
Connecticut
$398K -$9.66K -50 -3%
HPC
723
HM Payson & Co
Maine
$398K – – –
BMC
724
Beaton Management Company
Massachusetts
$397K – – –
AP
725
Appleton Partners
Massachusetts
$396K – – –