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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1951
Wealth Architects
California
$302K +$9.6K +281 +3%
LA
1952
Legacy Advisors
Pennsylvania
$301K +$69.3K +2,028 +30%
GAG
1953
GM Advisory Group
New York
$300K -$93.4K -2,732 -24%
WCM
1954
Wallace Capital Management
Texas
$300K
BI
1955
Bredin Investment
Delaware
$299K
BIM
1956
Baldwin Investment Management
Pennsylvania
$299K +$296K +8,672 New
SFFS
1957
Stonehage Fleming Financial Services
Jersey
$298K
CA
1958
Continuum Advisory
Idaho
$297K -$82.3K -2,407 -22%
SFI
1959
SPC Financial Inc
Maryland
$297K -$18.4K -539 -6%
IIA
1960
IPG Investment Advisors
California
$296K
AAM
1961
Aureus Asset Management
Massachusetts
$296K +$81.5K +2,385 +38%
BCA
1962
Bay Colony Advisors
Massachusetts
$295K +$293K +8,582 New
RFO
1963
RiverGlades Family Offices
Florida
$291K -$139K -4,058 -32%
CBB
1964
Citizens Business Bank
California
$291K -$37.6K -1,099 -12%
PBT
1965
Pictet Bank & Trust
Bahamas
$291K +$289K +8,452 New
CCM
1966
Copeland Capital Management
Pennsylvania
$288K
VWA
1967
V Wealth Advisors
Kansas
$288K +$70.4K +2,059 +34%
BAMG
1968
Brand Asset Management Group
Missouri
$284K +$282K +8,254 New
RPC
1969
Rossmore Private Capital
Connecticut
$283K +$3.69K +108 +1%
DCM
1970
Driehaus Capital Management
Illinois
$282K -$144K -4,202 -34%
ECM
1971
EagleClaw Capital Management
Massachusetts
$278K +$4.51K +132 +2%
GC
1972
Gilbert & Cook
Iowa
$278K +$25K +733 +10%
AC
1973
Allstate Corporation
Illinois
$278K +$67K +1,960 +32%
NIT
1974
NumerixS Investment Technologies
British Columbia, Canada
$276K -$2.7M -78,907 -91%
LWA
1975
Lenox Wealth Advisors
New York
$275K -$108K -3,168 -28%