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Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
401
Kelly Lawrence W & Associates
California
$346K – – –
CG
402
Caprock Group
Idaho
$343K +$19.2K +352 +6%
NPC
403
National Planning Corporation
California
$341K -$12K -220 -3%
TA
404
Tiedemann Advisors
New York
$340K +$346K +6,358 New
EWA
405
EP Wealth Advisors
California
$336K – – –
CA
406
Cornerstone Advisors
North Carolina
$332K – – –
MBTD
407
Mechanics Bank - Trust Department
California
$331K +$21.8K +400 +7%
SAM
408
Shamrock Asset Management
Texas
$325K -$5.99K -110 -2%
Baird Financial Group
409
Baird Financial Group
Wisconsin
$322K -$4.35K -80 -1%
SIC
410
SFE Investment Counsel
California
$312K – – –
GP
411
Girard Partners
Pennsylvania
$310K -$23.7K -436 -7%
SC
412
Searle & Co
Connecticut
$308K +$327K +6,000 New
ACI
413
Alpha Cubed Investments
California
$306K – – –
CI
414
Chartist Inc
California
$306K +$980 +18 +0.3%
FFA
415
First Foundation Advisors
California
$302K -$54.4K -1,000 -15%
SBH
416
Segall Bryant & Hamill
Illinois
$298K – – –
AF
417
Arrow Financial
New York
$297K -$32.7K -600 -10%
PCA
418
Personal Capital Advisors
California
$290K +$544 +10 +0.2%
TPWA
419
TRUE Private Wealth Advisors
Oregon
$281K -$19.9K -366 -6%
WB
420
WesBanco Bank
West Virginia
$279K +$2.72K +50 +1%
Nomura Holdings
421
Nomura Holdings
Japan
$279K +$21.8K +400 +8%
MRCM
422
M&R Capital Management
New Jersey
$274K – – –
GC
423
Grace Capital
Massachusetts
$273K -$59K -1,084 -18%
CPSAC
424
Chas P. Smith & Associates (CPS)
Florida
$272K +$7.07K +130 +3%
DPI
425
Diversified Portfolios Inc
Michigan
$269K – – –