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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
601
Douglass Winthrop Advisors
New York
$591K +$4.76K +35 +0.8%
GIA
602
Gladstone Institutional Advisory
Florida
$583K -$93.8K -690 -13%
PAI
603
Pittenger & Anderson Inc
Nebraska
$580K -$163K -1,200 -21%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$575K -$61.6K -453 -9%
PG
605
Proffitt & Goodson
Tennessee
$570K -$39.3K -289 -6%
PIM
606
Penobscot Investment Management
Massachusetts
$567K – – –
SWM
607
Segment Wealth Management
Texas
$556K – – –
CWA
608
Carolina Wealth Advisors
South Carolina
$555K +$31.4K +231 +6%
ACA
609
Atlas Capital Advisors
Wyoming
$553K +$56.4K +415 +11%
DWT
610
Dorsey & Whitney Trust
South Dakota
$550K +$53.1K +391 +10%
CFB
611
Cullen/Frost Bankers
Texas
$548K +$17.4K +128 +3%
BRA
612
Bender Robert & Associates
California
$545K -$7.47K -55 -1%
AAP
613
Arax Advisory Partners
Colorado
$541K +$2.04K +15 +0.4%
RDWM
614
Red Door Wealth Management
Tennessee
$540K +$136 +1 +0%
BCV
615
Banque Cantonale Vaudoise
Switzerland
$538K – – –
MCM
616
Manchester Capital Management
Vermont
$535K +$408 +3 +0.1%
FWCM
617
Ferguson Wellman Capital Management
Oregon
$535K – – –
MCI
618
MRP Capital Investments
Georgia
$533K +$549K +4,040 New
V
619
VeraBank
Texas
$531K – – –
BCM
620
Bienville Capital Management
New York
$529K – – –
CIA
621
Capital Investment Advisors
Georgia
$528K -$95.5K -703 -15%
SFA
622
Sequoia Financial Advisors
Ohio
$528K +$544K +4,002 New
SDIC
623
South Dakota Investment Council
South Dakota
$527K -$245K -1,800 -31%
RCWM
624
Royal Capital Wealth Management
Indiana
$524K -$5.84K -43 -1%
CCM
625
Coldstream Capital Management
Washington
$523K +$539K +3,968 New