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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1301
Signature Financial Management
Virginia
$536K -$21.6K -150 -4%
BO
1302
Bank OZK
Arkansas
$536K -$3.46K -24 -0.7%
AWCI
1303
Alpine Woods Capital Investors
New York
$536K
SDJVC
1304
St. Denis J. Villere & Co
Louisiana
$535K
SFA
1305
Sequoia Financial Advisors
Ohio
$532K +$242K +1,679 +89%
LA
1306
LVW Advisors
New York
$531K +$1.88K +13 +0.4%
MFBTD
1307
MB Financial Bank - Trust Department
Illinois
$531K +$17.2K +119 +3%
ECM
1308
Exchange Capital Management
Michigan
$531K +$80.2K +556 +19%
SCM
1309
SOL Capital Management
Maryland
$530K -$32.8K -227 -6%
FCB
1310
First Command Bank
Texas
$522K +$505K +3,497 New
FCFS
1311
First Command Financial Services
Texas
$522K +$505K +3,497 New
BWAM
1312
Boyd Watterson Asset Management
Ohio
$517K -$11.3K -78 -2%
IWA
1313
Inspirion Wealth Advisors
Illinois
$517K
BRWA
1314
B. Riley Wealth Advisors
Florida
$517K +$14.9K +103 +3%
PRCM
1315
Pine River Capital Management
Minnesota
$516K -$214K -1,483 -30%
IWMPD
1316
Integrated Wealth Management (Palm Desert)
California
$515K -$30.9K -214 -6%
BCM
1317
Boltwood Capital Management
California
$515K
BCM
1318
Blume Capital Management
California
$515K +$55.4K +384 +13%
ANTB
1319
AMG National Trust Bank
Colorado
$514K +$17.2K +119 +4%
LCOV
1320
London Company of Virginia
Virginia
$509K
JMFC
1321
J.M. Forbes & Co
Massachusetts
$507K -$30.2K -209 -6%
CPO
1322
Cerity Partners OCIO
New York
$505K -$15K -104 -3%
OWP
1323
Obermeyer Wealth Partners
Colorado
$504K +$112K +777 +30%
IIC
1324
Integrated Investment Consultants
Michigan
$503K +$86.3K +598 +22%
GKWIM
1325
Gerber Kawasaki Wealth & Investment Management
California
$502K -$21.9K -152 -4%