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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1126
Wealthspire Advisors (Maryland)
Maryland
$862K -$99.9K -1,259 -10%
MC
1127
Mathes Company
New York
$857K -$53.6K -675 -6%
WIM
1128
Waverton Investment Management
United Kingdom
$857K -$20.2K -255 -2%
BA
1129
Broadview Advisors
Wisconsin
$857K +$865K +10,900 New
CCA
1130
Checchi Capital Advisers
California
$856K +$196K +2,469 +29%
WA
1131
WealthTrust Axiom
Pennsylvania
$853K – – –
NIMI
1132
Natixis Investment Managers International
France
$853K +$207K +2,612 +32%
WIS
1133
Wright Investors Service
Connecticut
$852K +$129K +1,620 +18%
ITIM
1134
Indiana Trust & Investment Management
Indiana
$851K +$267K +3,370 +45%
GCM
1135
Grisanti Capital Management
New York
$847K +$855K +10,775 New
VKH
1136
Virtu KCG Holdings
New York
$846K -$1.3M -16,357 -60%
BSW
1137
Buckingham Strategic Wealth
Missouri
$843K +$2.86K +36 +0.3%
SI
1138
SII Investments
Wisconsin
$841K +$13.9K +175 +2%
PAM
1139
Peak Asset Management
Colorado
$837K +$34.1K +430 +4%
CAM
1140
Columbia Asset Management
Michigan
$836K -$168K -2,115 -17%
WAM
1141
Weatherly Asset Management
California
$836K -$159K -2,000 -16%
LSV Asset Management
1142
LSV Asset Management
Illinois
$833K -$167K -2,100 -17%
SIC
1143
Salem Investment Counselors
North Carolina
$828K +$11.9K +150 +1%
SHCM
1144
Stokes & Hubbell Capital Management
Louisiana
$827K +$19.4K +245 +2%
OFS
1145
Orrstown Financial Services
Pennsylvania
$826K -$1.03K -13 -0.1%
FPCP
1146
Fort Point Capital Partners
California
$826K +$833K +10,499 New
SNT
1147
Security National Trust
West Virginia
$823K -$15.9K -200 -2%
AT
1148
Acadia Trust
Maine
$818K -$6.75K -85 -0.8%
TI
1149
Trexquant Investment
Connecticut
$818K +$826K +10,400 New
FG
1150
Fiduciary Group
Georgia
$817K -$21.8K -275 -3%