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Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
926
Boston Partners
Massachusetts
$575K +$579K +10,772 New
NCMW
927
Northern Capital Management (Wisconsin)
Wisconsin
$571K -$46.2K -860 -7%
MBT
928
Montecito Bank & Trust
California
$571K +$277K +5,160 +93%
EWM
929
Evercore Wealth Management
New York
$561K -$268K -4,984 -32%
SA
930
Strategic Advisors
New York
$559K
DIA
931
Dana Investment Advisors
Wisconsin
$557K +$21.1K +392 +4%
HHGA
932
Halbert Hargrove Global Advisors
California
$546K -$245K -4,568 -31%
GI
933
Gradient Investments
Minnesota
$545K -$6.02K -112 -1%
OMCS
934
Old Mutual Customised Solutions
South Africa
$533K -$301K -5,600 -36%
Fayez Sarofim & Co
935
Fayez Sarofim & Co
Texas
$532K -$97.8K -1,820 -15%
GGPS
936
Gary Goldberg Planning Services
New York
$532K -$46.6K -868 -8%
AIM
937
Acropolis Investment Management
Missouri
$527K +$7.52K +140 +1%
PRA
938
Parametric Risk Advisors
Connecticut
$524K +$140K +2,600 +36%
BSW
939
Buckingham Strategic Wealth
Missouri
$521K +$525K +9,760 New
FC
940
Farley Capital
New York
$512K -$2M -37,276 -80%
KIA
941
KCM Investment Advisors
California
$504K +$215 +4 +0%
CCM
942
Cupps Capital Management
Illinois
$501K -$182K -3,380 -26%
HCM
943
Hodges Capital Management
Texas
$499K
PMFA
944
Plante Moran Financial Advisors
Michigan
$499K +$29K +540 +6%
TFF
945
Timothy F. Fidgeon
$489K +$10.7K +200 +2%
LPT
946
Legacy Private Trust
Wisconsin
$483K +$230K +4,280 +90%
DWT
947
Dorsey & Whitney Trust
South Dakota
$479K -$52K -968 -10%
SC
948
Saiers Capital
New York
$473K -$1.22M -22,736 -72%
Dodge & Cox
949
Dodge & Cox
California
$472K +$476K +8,852 New
FHB
950
First Hawaiian Bank
Hawaii
$471K -$2.58K -48 -0.5%