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Name Holding Trade Value Shares
Change
Change in
Stake
BP
451
Ballentine Partners
Massachusetts
$264K +$251K +4,734 New
EWA
452
EP Wealth Advisors
California
$261K -$54.4K -1,024 -18%
PG
453
Patten Group
Tennessee
$260K – – –
WT
454
Whittier Trust
California
$258K – – –
AL
455
Aspiriant LLC
California
$255K -$14.2K -268 -5%
PL
456
Parkwood LLC
Ohio
$254K -$26.1K -492 -10%
HCA
457
Harbour Capital Advisors
Virginia
$252K -$7.96K -150 -3%
NCM
458
Neumann Capital Management
California
$252K – – –
RIL
459
Rothschild Investment LLC
Illinois
$252K – – –
DWM
460
Destination Wealth Management
California
$250K +$240K +4,516 New
TCOV
461
Trust Company of Vermont
Vermont
$249K +$38.7K +730 +19%
FA
462
Fortis Advisors
Pennsylvania
$249K +$239K +4,502 New
CAI
463
Capital Advisors Inc
Oklahoma
$246K – – –
QAM
464
Quantres Asset Management
Cayman Islands
$243K -$149K -2,800 -39%
GXMC
465
Global X Management Company
New York
$242K +$51.9K +978 +29%
SBH
466
Segall Bryant & Hamill
Illinois
$241K – – –
TRCT
467
Tower Research Capital (TRC)
New York
$239K -$245K -4,618 -52%
NSIM
468
North Star Investment Management
Illinois
$238K +$637 +12 +0.3%
VanEck Associates
469
VanEck Associates
New York
$238K +$34.9K +658 +18%
JFL
470
Jarislowsky, Fraser Ltd
Quebec, Canada
$235K – – –
GC
471
Grace Capital
Massachusetts
$232K -$32.9K -620 -13%
SPIA
472
Steward Partners Investment Advisory
New York
$230K +$97.3K +1,834 +78%
KIM
473
Karpus Investment Management
New York
$227K +$218K +4,100 New
RCM
474
RNC Capital Management
California
$227K +$218K +4,106 New
IWM
475
IHT Wealth Management
Illinois
$223K -$11.6K -218 -5%