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Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
951
Private Capital Management (Minnesota)
Minnesota
$301K -$30K -500 -10%
AWM
952
Altavista Wealth Management
North Carolina
$301K -$20.2K -337 -7%
PHAM
953
Palisades Hudson Asset Management
Florida
$298K -$17.8K -297 -6%
AIA
954
Avalon Investment & Advisory
Texas
$294K -$160K -2,665 -37%
FTC
955
Farmers Trust Company
Ohio
$293K – – –
BFM
956
Boston Financial Management
Massachusetts
$289K – – –
ACM
957
AUA Capital Management
Pennsylvania
$288K – – –
WAM
958
Wolverine Asset Management
Illinois
$282K +$265K +4,419 New
AW
959
Alpha Windward
Massachusetts
$281K -$29.8K -498 -10%
BHWM
960
Bar Harbor Wealth Management
New Hampshire
$281K +$3K +50 +1%
SSA
961
South Street Advisors
New York
$279K -$15K -250 -5%
BHTS
962
Bar Harbor Trust Services
Maine
$278K – – –
AssetMark Inc
963
AssetMark Inc
California
$276K -$18.6K -310 -7%
CL
964
CPWM LLC
Washington
$272K – – –
CBT
965
Capital Bank & Trust
California
$270K -$2.16K -36 -0.8%
BP
966
Ballentine Partners
Massachusetts
$268K -$228K -3,799 -48%
CCT
967
Capital City Trust
Florida
$266K – – –
PJSIMP
968
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K -$275K -4,596 -53%
LA
969
LVW Advisors
New York
$265K -$33.6K -561 -12%
BC
970
Burney Company
Virginia
$265K +$7.79K +130 +3%
SQA
971
Simon Quick Advisors
New Jersey
$265K +$248K +4,145 New
GCMG
972
Gyroscope Capital Management Group
Florida
$263K -$24.4K -407 -9%
BW
973
Bison Wealth
Georgia
$263K -$4.25K -71 -2%
DMC
974
Drexel Morgan & Co
Pennsylvania
$261K – – –
HB
975
Homrich & Berg
Georgia
$260K -$2.34K -39 -1%