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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
826
Private Wealth Partners
California
$337K +$300K +7,560 New
CWP
827
Capital Wealth Planning
Florida
$333K
AP
828
Appleton Partners
Massachusetts
$329K +$7.78K +196 +3%
FNT
829
First Nebraska Trust
Nebraska
$324K
WA
830
Whitebox Advisors
Minnesota
$321K +$286K +7,200 New
W
831
Wealthfront
California
$318K +$93.6K +2,360 +50%
1IA
832
1834 Investment Advisors
Wisconsin
$317K -$19.8K -500 -7%
1IC
833
1919 Investment Counsel
Maryland
$317K
CWM
834
Confluence Wealth Management
Oregon
$313K -$473K -11,924 -63%
MBT
835
Monroe Bank & Trust
Michigan
$312K
BIM
836
Bridges Investment Management
Nebraska
$311K
FHA
837
First Horizon Advisors
Tennessee
$307K -$5.39K -136 -2%
WT
838
Washington Trust
Rhode Island
$306K -$20.4K -514 -7%
1GA
839
1st Global Advisors
Texas
$306K -$3.33K -84 -1%
CFS
840
Community Financial System
New York
$303K
MCM
841
Murphy Capital Management
New Jersey
$303K +$11.9K +300 +5%
ACM
842
Aviance Capital Management
Florida
$294K -$84.3K -2,124 -24%
YMRC
843
Yorktown Management & Research Company
Virginia
$294K -$55.5K -1,400 -18%
BHIA
844
Birch Hill Investment Advisors
Massachusetts
$292K +$41.3K +1,040 +19%
MAM
845
Marquette Asset Management
Minnesota
$289K
OMCS
846
Old Mutual Customised Solutions
South Africa
$285K -$135K -3,400 -35%
RCM
847
Reynolds Capital Management
Nevada
$285K -$47.6K -1,200 -16%
WAM
848
Wallington Asset Management
Indiana
$285K
DAM
849
Doheny Asset Management
California
$284K -$486K -12,240 -66%
FM
850
Foster & Motley
Ohio
$284K -$1.75K -44 -0.7%