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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
951
Boston Financial Management
Massachusetts
$289K
ACM
952
AUA Capital Management
Pennsylvania
$288K
WAM
953
Wolverine Asset Management
Illinois
$282K +$265K +4,419 New
AW
954
Alpha Windward
Massachusetts
$281K -$29.8K -498 -10%
BHWM
955
Bar Harbor Wealth Management
New Hampshire
$281K +$3K +50 +1%
BHTS
956
Bar Harbor Trust Services
Maine
$278K
AssetMark Inc
957
AssetMark Inc
California
$276K -$18.6K -310 -7%
CL
958
CPWM LLC
Washington
$272K
CBT
959
Capital Bank & Trust
California
$270K -$2.16K -36 -0.8%
BP
960
Ballentine Partners
Massachusetts
$268K -$228K -3,799 -48%
CCT
961
Capital City Trust
Florida
$266K
PJSIMP
962
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K -$275K -4,596 -53%
LA
963
LVW Advisors
New York
$265K -$33.6K -561 -12%
BC
964
Burney Company
Virginia
$265K +$7.79K +130 +3%
SQA
965
Simon Quick Advisors
New Jersey
$265K +$248K +4,145 New
GCMG
966
Gyroscope Capital Management Group
Florida
$263K -$24.4K -407 -9%
BW
967
Bison Wealth
Georgia
$263K -$4.25K -71 -2%
DMC
968
Drexel Morgan & Co
Pennsylvania
$261K
HB
969
Homrich & Berg
Georgia
$260K -$2.34K -39 -1%
SIAS
970
Shine Investment Advisory Services
Colorado
$258K -$9.94K -166 -4%
CFG
971
Citizens Financial Group
Rhode Island
$256K -$30K -500 -11%
FP
972
Foundry Partners
Minnesota
$252K
LP
973
LMR Partners
United Kingdom
$250K -$462K -7,711 -66%
SBSB
974
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K
VIM
975
Veritas Investment Management
United Kingdom
$248K