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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1251
Halbert Hargrove Global Advisors
California
$743K +$497K +3,230 +170%
WPW
1252
Waldron Private Wealth
Pennsylvania
$739K -$81.7K -531 -9%
ST
1253
Sabal Trust
Florida
$739K -$1.85K -12 -0.2%
LFAS
1254
Level Four Advisory Services
Texas
$739K +$37.9K +246 +5%
FNB
1255
Farmers National Bank
Kentucky
$738K -$9.24K -60 -1%
SA
1256
Sicart Associates
New York
$738K
KPCM
1257
Kings Point Capital Management
New York
$733K +$544K +3,532 +231%
FA
1258
FCG Advisors
New Jersey
$729K +$57.4K +373 +8%
FAG
1259
Financial Advisory Group
Texas
$724K -$18.3K -119 -2%
CCM
1260
Compass Capital Management
Minnesota
$722K +$31.2K +203 +4%
SLF
1261
Sun Life Financial
Ontario, Canada
$721K -$130K -842 -14%
MRCM
1262
M&R Capital Management
New Jersey
$721K +$55.4K +360 +8%
HWMG
1263
Hurlow Wealth Management Group
Indiana
$719K
FPFS
1264
First Personal Financial Services
North Carolina
$713K -$66.5K -432 -8%
FCCM
1265
First City Capital Management
Georgia
$713K
MBTD
1266
Mechanics Bank - Trust Department
California
$712K -$794K -5,160 -51%
NSB
1267
Norway Savings Bank
Maine
$712K -$17.5K -114 -2%
PNAA
1268
Pictet North America Advisors
Switzerland
$710K
CPO
1269
Cerity Partners OCIO
New York
$710K +$140K +911 +23%
WAS
1270
Winch Advisory Services
Wisconsin
$707K -$3.39K -22 -0.4%
WC
1271
Whitney & Co
New York
$706K -$1.54K -10 -0.2%
TIA
1272
Tiemann Investment Advisors
California
$705K
WDL
1273
Well Done LLC
Michigan
$705K +$111K +723 +17%
PG
1274
Proffitt & Goodson
Tennessee
$703K -$2.77K -18 -0.4%
WPP
1275
Whalerock Point Partners
Rhode Island
$698K