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Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
1201
Baker Ellis Asset Management
Washington
$774K +$9.75K +119 +1%
YWP
1202
YorkBridge Wealth Partners
New York
$774K +$781K +9,524 New
CC
1203
Cipher Capital
New York
$772K -$7.89M -96,215 -91%
BTNA
1204
Bremer Trust National Association
Minnesota
$772K -$16.6K -203 -2%
QI
1205
Quotient Investors
New York
$772K – – –
BA
1206
Bristol Advisors
Pennsylvania
$772K +$754K +9,200 New
GT
1207
Greenleaf Trust
Michigan
$768K +$273K +3,334 +57%
SMC
1208
Smith, Moore & Co
Missouri
$763K +$82 +1 +0%
CFA
1209
Carroll Financial Associates
North Carolina
$758K -$20.7K -253 -3%
SFG
1210
SevenBridge Financial Group
Pennsylvania
$756K – – –
AM
1211
Account Management
Massachusetts
$756K – – –
WIC
1212
Whitegate Investment Counselors
New Hampshire
$749K – – –
CS
1213
Comerica Securities
Michigan
$743K +$72.4K +883 +11%
PAM
1214
Premier Asset Management
Illinois
$734K – – –
GI
1215
Gradient Investments
Minnesota
$734K +$45.8K +559 +7%
FWM
1216
Focused Wealth Management
New York
$726K – – –
ZB
1217
Zions Bancorporation
Utah
$726K – – –
KIA
1218
KCM Investment Advisors
California
$724K -$8.2K -100 -1%
LC
1219
LCNB Corp
Ohio
$722K +$705K +8,602 New
RCAG
1220
Rehmann Capital Advisory Group
Michigan
$720K -$48.7K -594 -6%
CHAM
1221
Clear Harbor Asset Management
Connecticut
$717K – – –
WA
1222
WFG Advisors
Texas
$709K -$50.4K -615 -7%
Westfield Capital Management
1223
Westfield Capital Management
Massachusetts
$707K – – –
AF
1224
Aldebaran Financial
$705K – – –
OC
1225
Oakworth Capital
Alabama
$704K -$3.03K -37 -0.4%