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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1426
Capital Advantage
California
$245K +$26.9K +209 +12%
TT
1427
Tiedemann Trust
Delaware
$243K – – –
FNT
1428
First Nebraska Trust
Nebraska
$242K +$247K +1,924 New
GC
1429
Gratry & Company
Ohio
$242K – – –
SIM
1430
SSI Investment Management
California
$242K – – –
DSI
1431
Daiwa SB Investments
Japan
$241K -$959K -7,463 -80%
ESBC
1432
E.S. Barr & Co
Kentucky
$241K – – –
GRQ
1433
Gardner Russo & Quinn
Pennsylvania
$241K – – –
PHAM
1434
Palisades Hudson Asset Management
Florida
$237K – – –
VNA
1435
Valley National Advisers
Pennsylvania
$237K +$8.74K +68 +4%
HHGA
1436
Halbert Hargrove Global Advisors
California
$235K +$3.34K +26 +1%
KIM
1437
Karpus Investment Management
New York
$233K – – –
FHC
1438
First Heartland Consultants
Missouri
$231K – – –
VFA
1439
Virtus Fund Advisers
Connecticut
$231K – – –
RDM
1440
Retirement Design & Management
Connecticut
$230K +$235K +1,830 New
TCB
1441
Texas Capital Bancshares
Texas
$229K -$272K -2,117 -54%
MME
1442
Meag Munich Ergo
Germany
$229K – – –
NFC
1443
Northeast Financial Consultants
Connecticut
$229K – – –
PFC
1444
Phocas Financial Corp
California
$229K +$234K +1,818 New
BBPWM
1445
Blue Bell Private Wealth Management
Pennsylvania
$228K -$15.3K -119 -6%
AP
1446
Atwood & Palmer
Missouri
$228K – – –
GWM
1447
Gupta Wealth Management
California
$226K -$620K -4,821 -73%
CCM
1448
Copeland Capital Management
Pennsylvania
$226K – – –
OAC
1449
OMERS Administration Corp
Ontario, Canada
$226K +$231K +1,794 New
HK
1450
Horizon Kinetics
New York
$223K – – –