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Name Holding Trade Value Shares
Change
Change in
Stake
Johnson Investment Counsel
751
Johnson Investment Counsel
Ohio
$513K -$27.5K -69 -5%
WBC
752
Westpac Banking Corp
Australia
$512K – – –
PCP
753
Proficio Capital Partners
Massachusetts
$511K +$12.7K +32 +3%
Clifford Swan Investment Counsel
754
Clifford Swan Investment Counsel
California
$509K -$9.95K -25 -2%
Haverford Trust Company
755
Haverford Trust Company
Pennsylvania
$506K +$1.99K +5 +0.4%
Fayez Sarofim & Co
756
Fayez Sarofim & Co
Texas
$505K – – –
SP
757
Symmetry Partners
Connecticut
$504K – – –
LPT
758
Legacy Private Trust
Wisconsin
$504K – – –
PEA
759
Park Edge Advisors
Ohio
$501K – – –
Curi RMB Capital
760
Curi RMB Capital
Illinois
$500K -$149K -374 -24%
NCFG
761
New Century Financial Group
New Jersey
$500K +$138K +346 +41%
Fulton Bank
762
Fulton Bank
Pennsylvania
$498K +$105K +264 +29%
PAMG
763
Patton Albertson Miller Group
Tennessee
$495K +$27.1K +68 +6%
SCA
764
Snowden Capital Advisors
New York
$487K +$48.1K +121 +12%
H
765
HoyleCohen
California
$480K +$7.56K +19 +2%
MAG
766
Mayfair Advisory Group
Alabama
$471K – – –
TCOV
767
Trust Company of Vermont
Vermont
$470K – – –
CA
768
Cornerstone Advisory
Maryland
$469K +$1.59K +4 +0.4%
Integrated Wealth Concepts
769
Integrated Wealth Concepts
Massachusetts
$466K +$42.2K +106 +11%
WIC
770
Wilkins Investment Counsel
Massachusetts
$463K – – –
KLCM
771
KG&L Capital Management
Louisiana
$461K +$55.7K +140 +15%
UWS
772
Unique Wealth Strategies
Illinois
$461K – – –
FCP
773
Fidelis Capital Partners
Florida
$461K -$11.5K -29 -3%
Exchange Traded Concepts
774
Exchange Traded Concepts
Oklahoma
$459K +$16.7K +42 +4%
CX Institutional
775
CX Institutional
Indiana
$456K -$4.38K -11 -1%