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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
726
Parasol Investment Management
Illinois
$719K -$9.45K -140 -1%
BPBT
727
Boston Private Bank & Trust
Massachusetts
$719K +$28.6K +424 +5%
AHS
728
Aspiriant Holdings S3
California
$717K -$109K -1,620 -15%
AWS
729
Aris Wealth Services
Pennsylvania
$714K +$16.3K +242 +3%
DP
730
Dearborn Partners
Illinois
$713K -$28.6K -424 -4%
MJP
731
Michael J. Puzo
$707K -$2.02K -30 -0.3%
RSVP
732
Ramsay Stattman Vela & Price
Colorado
$695K +$25.3K +375 +4%
SNBOSD
733
Security National Bank of So Dak
Iowa
$693K -$14.2K -210 -2%
BAS
734
Brown Advisory Securities
Maryland
$693K +$1.35K +20 +0.2%
CCT
735
Chemung Canal Trust
New York
$693K +$3.38K +50 +0.6%
PTC
736
Private Trust Company
Ohio
$690K +$68.2K +1,010 +12%
DWA
737
Douglass Winthrop Advisors
New York
$688K +$11.3K +167 +2%
WF
738
Welch & Forbes
Massachusetts
$687K +$24.4K +361 +4%
IAMOG
739
Investors Asset Management of Georgia
Georgia
$686K +$610K +9,032 New
TCOO
740
Trust Company of Oklahoma
Oklahoma
$685K -$145K -2,150 -19%
FMC
741
First Merchants Corp
Indiana
$683K -$253K -3,750 -29%
KPA
742
Keel Point Advisors
Virginia
$677K +$602K +8,916 New
BCM
743
BlueCrest Capital Management
Jersey
$668K +$594K +8,799 New
Luther King Capital Management (LKCM)
744
Luther King Capital Management (LKCM)
Texas
$667K +$54K +800 +10%
Bessemer Group
745
Bessemer Group
New Jersey
$667K +$525K +7,774 +772%
EHWM
746
Eads & Heald Wealth Management
Georgia
$666K -$10.7K -158 -2%
MIC
747
MU Investments Company
Japan
$664K +$6.75K +100 +1%
QCMC
748
Quantum Capital Management (California)
California
$663K -$136K -2,010 -19%
MGIA
749
Moneta Group Investment Advisors
Missouri
$656K
Mariner
750
Mariner
Kansas
$653K +$187K +2,776 +48%