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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1101
Lourd Capital
California
$328K +$10.2K +189 +4%
ACM
1102
Alta Capital Management
Utah
$327K -$72.9K -1,352 -20%
MIM
1103
Miller Investment Management
Pennsylvania
$326K -$122K -2,269 -29%
EWM
1104
Empirical Wealth Management
Washington
$326K -$22K -408 -7%
CCP
1105
Corient Capital Partners
California
$325K -$15.3K -284 -5%
PNAA
1106
Pictet North America Advisors
Switzerland
$325K
ECM
1107
ETrade Capital Management
Virginia
$324K -$74.5K -1,381 -20%
TIA
1108
Tiemann Investment Advisors
California
$320K
WA1
1109
Wimmer Associates 1
California
$320K
MCM
1110
Monarch Capital Management
Indiana
$311K -$11.9K -220 -4%
SC
1111
Savant Capital
Illinois
$311K -$3.02K -56 -1%
PMG
1112
ProVise Management Group
Florida
$311K +$285K +5,279 New
MBT
1113
Montecito Bank & Trust
California
$310K -$105K -1,940 -27%
MCM
1114
Manchester Capital Management
Vermont
$309K
BFA
1115
Bragg Financial Advisors
North Carolina
$309K +$60K +1,112 +27%
TSW
1116
Thompson Siegel & Walmsley
Virginia
$308K
FANJ
1117
Financial Architects (New Jersey)
New Jersey
$307K +$85K +1,575 +43%
B
1118
BancorpSouth
Mississippi
$303K -$123K -2,277 -31%
Lido Advisors
1119
Lido Advisors
California
$303K -$21.7K -402 -7%
PHAM
1120
Palisades Hudson Asset Management
Florida
$302K
PAM
1121
Peak Asset Management
Colorado
$301K -$5.23K -97 -2%
WA
1122
Winfield Associates
Ohio
$300K +$378 +7 +0.1%
CA
1123
Cornerstone Advisory
Maryland
$295K -$6.47K -120 -2%
LCM
1124
Lee Capital Management
New York
$295K
AA
1125
Apriem Advisors
California
$294K -$30.3K -561 -10%