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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
626
Crestwood Advisors Group
Massachusetts
$349K -$103K -1,487 -23%
BFG
627
Beacon Financial Group
Texas
$339K +$331K +4,779 New
FNBT
628
FineMark National Bank & Trust
Florida
$333K +$1.38K +20 +0.4%
PP
629
Paloma Partners
Connecticut
$332K +$324K +4,683 New
Lazard Asset Management
630
Lazard Asset Management
New York
$328K
GCA
631
Gideon Capital Advisors
New York
$326K -$458K -6,612 -59%
MFS
632
MSI Financial Services
Massachusetts
$323K +$82.5K +1,192 +35%
PIM
633
Penobscot Investment Management
Massachusetts
$322K
Dodge & Cox
634
Dodge & Cox
California
$321K
BHWM
635
Bar Harbor Wealth Management
New Hampshire
$321K +$82.4K +1,190 +36%
PVWM
636
Point View Wealth Management
New Jersey
$315K
CAM
637
Columbia Asset Management
Michigan
$313K
W
638
Wealthfront
California
$311K +$56.3K +814 +23%
MC
639
Moors & Cabot
Massachusetts
$303K +$17.6K +254 +6%
RIL
640
Rothschild Investment LLC
Illinois
$301K -$2.7K -39 -0.9%
DDC
641
DF Dent & Co
Maryland
$301K
DAM
642
Doheny Asset Management
California
$301K
IMAS
643
ID Management A/S
Denmark
$301K
SAM
644
Shikiar Asset Management
New York
$301K
Bessemer Group
645
Bessemer Group
New Jersey
$299K -$14.2K -205 -5%
WG
646
Welch Group
Alabama
$297K +$11.4K +164 +4%
DFIM
647
Detwiler Fenton Investment Management
Massachusetts
$293K +$286K +4,125 New
SFT
648
Simmons First Trust
Arkansas
$293K +$287K +4,142 New
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$291K +$12.1K +175 +4%
WFMPM
650
Woodley Farra Manion Portfolio Management
Indiana
$290K -$5.26K -76 -2%