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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1051
Obermeyer Wealth Partners
Colorado
$552K +$13.2K +200 +2%
MBT
1052
Montecito Bank & Trust
California
$542K -$172K -2,604 -24%
MFW
1053
Meristem Family Wealth
Minnesota
$542K -$18.5K -280 -3%
DWT
1054
Dorsey & Whitney Trust
South Dakota
$538K -$48.1K -728 -8%
PWM
1055
Perigon Wealth Management
California
$530K -$13K -196 -2%
MPI
1056
Mairs & Power Inc
Minnesota
$527K -$4.5K -68 -0.8%
TYCC
1057
Texas Yale Capital Corp
Florida
$527K
CDH
1058
Charles D. Hyman
$523K -$39.7K -600 -7%
MGIA
1059
Moneta Group Investment Advisors
Missouri
$523K
LCP
1060
LGT Capital Partners
Switzerland
$523K +$529K +8,000 New
MGAM
1061
McGowan Group Asset Management
Texas
$502K -$132 -2 -0%
GWCM
1062
Godshalk Welsh Capital Management
Pennsylvania
$497K -$13.2K -200 -3%
Boston Partners
1063
Boston Partners
Massachusetts
$496K -$211K -3,184 -30%
PC
1064
Palo Capital
California
$489K +$218K +3,300 +79%
AAS
1065
Annex Advisory Services
Wisconsin
$486K +$138K +2,094 +39%
ACI
1066
Alpha Cubed Investments
California
$484K +$490K +7,403 New
CIA
1067
Capital Investment Advisors
Georgia
$475K -$19.3K -292 -4%
Dodge & Cox
1068
Dodge & Cox
California
$474K
WPW
1069
Waldron Private Wealth
Pennsylvania
$471K -$121K -1,836 -20%
CPA
1070
Capital Planning Advisors
California
$470K +$59K +892 +14%
Koshinski Asset Management
1071
Koshinski Asset Management
Illinois
$467K -$66 -1 -0%
CWM
1072
Concert Wealth Management
California
$461K -$354K -5,354 -20%
VanEck Associates
1073
VanEck Associates
New York
$460K +$220K +3,328 +90%
OMCS
1074
Old Mutual Customised Solutions
South Africa
$458K -$119K -1,800 -20%
SNT
1075
Security National Trust
West Virginia
$458K +$339K +5,120 +272%