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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1526
Robertson Stephens Wealth Management
California
$777K +$186K +7,962 +33%
TNBTD
1527
Trustmark National Bank Trust Department
Mississippi
$776K +$142K +6,078 +23%
TPI
1528
Trust Point Inc
Wisconsin
$775K +$166K +7,116 +29%
HA
1529
Harbor Advisors
Florida
$775K
AA
1530
Alta Advisers
United Kingdom
$774K
DA
1531
Denali Advisors
California
$768K -$56K -2,400 -7%
DA
1532
DCM Advisors
New York
$767K +$121K +5,203 +20%
BT
1533
Banque Transatlantique
France
$763K -$762K -32,691 -51%
FG
1534
Foster Group
Iowa
$761K +$82.6K +3,540 +13%
TTWM
1535
TCV Trust & Wealth Management
Virginia
$761K -$18.7K -800 -2%
QIM
1536
Quest Investment Management
Oregon
$760K +$731K +31,363 New
BCB
1537
Brian C. Broderick
$756K
PCA
1538
Pallas Capital Advisors
Massachusetts
$754K -$444K -19,055 -38%
EM
1539
ELCO Management
New York
$754K -$7.42K -318 -1%
TW
1540
TritonPoint Wealth
Maryland
$753K +$35.9K +1,540 +5%
NCM
1541
NCM Capital Management
New Jersey
$753K +$163 +7 +0%
VCM
1542
Violich Capital Management
California
$752K -$238K -10,200 -25%
Koshinski Asset Management
1543
Koshinski Asset Management
Illinois
$751K +$181K +7,768 +33%
CAC
1544
Certified Advisory Corp
Florida
$750K -$879K -37,685 -55%
SL
1545
Sentry LLC
Tennessee
$749K
GAG
1546
GM Advisory Group
New York
$749K +$10.5K +450 +1%
TCM
1547
Traynor Capital Management
Pennsylvania
$749K +$73.6K +3,157 +12%
HIC
1548
Harvey Investment Company
Kentucky
$747K
LFA
1549
Legacy Financial Advisors
Kentucky
$745K -$326K -13,977 -31%
FCM
1550
Family Capital Management
Michigan
$742K +$714K +30,610 New