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Name Holding Trade Value Shares
Change
Change in
Stake
IC
451
Intersect Capital
California
$250K +$232K +4,812 New
NAMA
452
Nikko Asset Management Americas
New York
$248K +$231K +4,800 New
PG
453
Patten Group
Tennessee
$247K – – –
VWM
454
Valley Wealth Managers
New Jersey
$247K +$228K +4,740 New
WT
455
Whittier Trust
California
$243K -$145K -3,006 -39%
ISL
456
Ingalls & Snyder LLC
New York
$239K – – –
NCM
457
Neumann Capital Management
California
$236K – – –
WTB
458
Washington Trust Bank
Washington
$234K +$28.9K +600 +15%
CAI
459
Capital Advisors Inc
Oklahoma
$232K – – –
DY
460
Dowling & Yahnke
California
$225K +$208K +4,324 New
NSIM
461
North Star Investment Management
Illinois
$224K – – –
SC
462
Saturna Capital
Washington
$224K – – –
IA
463
IFP Advisors
Florida
$223K -$761K -15,802 -82%
GJIC
464
Gamble Jones Investment Counsel
California
$223K -$8.87K -184 -4%
CCA
465
Checchi Capital Advisers
California
$223K -$4.05K -84 -2%
RCWMU
466
Rothschild & Co Wealth Management (UK)
United Kingdom
$217K – – –
GWM
467
Geneos Wealth Management
Colorado
$217K +$198K +4,108 New
RIL
468
Rothschild Investment LLC
Illinois
$217K +$201K +4,166 New
KIM
469
Karpus Investment Management
New York
$213K +$198K +4,100 New
TA
470
Tiedemann Advisors
New York
$211K +$196K +4,060 New
CPIG
471
Chicago Partners Investment Group
Illinois
$208K – – –
Westfield Capital Management
472
Westfield Capital Management
Massachusetts
$208K +$193K +4,000 New
NIC
473
Northwest Investment Counselors
Oregon
$205K +$190K +3,940 New
CT
474
Cambridge Trust
Massachusetts
$203K -$26.6K -552 -12%
LOAMS
475
Lombard Odier Asset Management (Switzerland)
Switzerland
$203K – – –