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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1326
Capital Advantage
California
$214K – – –
PHAM
1327
Palisades Hudson Asset Management
Florida
$213K – – –
AP
1328
Atwood & Palmer
Missouri
$213K +$7.78K +70 +4%
BRWA
1329
B. Riley Wealth Advisors
Florida
$212K -$17.4K -157 -8%
TT
1330
Tiedemann Trust
Delaware
$212K – – –
LPT
1331
Legacy Private Trust
Wisconsin
$211K +$7.33K +66 +4%
BAM
1332
Banta Asset Management
California
$210K +$6.67K +60 +3%
PBT
1333
Pictet Bank & Trust
Bahamas
$209K – – –
WOC
1334
West Oak Capital
California
$207K – – –
NFC
1335
Northeast Financial Consultants
Connecticut
$206K – – –
MWP
1336
MYCIO Wealth Partners
Pennsylvania
$203K -$13.3K -120 -6%
CCM
1337
Copeland Capital Management
Pennsylvania
$203K – – –
FP
1338
Foundry Partners
Minnesota
$203K +$199K +1,794 New
B
1339
BancorpSouth
Mississippi
$201K -$28.7K -258 -13%
VC
1340
Vicus Capital
Pennsylvania
$201K -$13.2K -119 -6%
DIS
1341
Diversified Investment Strategies
Louisiana
$200K -$114K -1,029 -37%
HDIM
1342
Hanson & Doremus Investment Management
Vermont
$199K – – –
HPBT
1343
High Point Bank & Trust
North Carolina
$199K +$26.7K +240 +16%
FNBSF
1344
First National Bank Sioux Falls
South Dakota
$191K – – –
SC
1345
Skylands Capital
Wisconsin
$182K – – –
BCM
1346
Blume Capital Management
California
$176K – – –
W
1347
Wealthfront
California
$172K +$168K +1,509 New
ARMC
1348
American Research & Management Company
Massachusetts
$165K +$12.6K +113 +8%
FI
1349
FCM Investments
Texas
$163K – – –
MAM
1350
Mizuho Asset Management
Japan
$162K – – –