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Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Cornerstone Advisors
North Carolina
$249K
DAM
627
Doheny Asset Management
California
$249K
RIL
628
Rothschild Investment LLC
Illinois
$249K
TBA
629
Tower Bridge Advisors
Pennsylvania
$249K -$72.9K -1,168 -22%
PIM
630
Penobscot Investment Management
Massachusetts
$248K -$74.9K -1,200 -22%
CL
631
CPWM LLC
Washington
$247K +$6.99K +112 +3%
SSWM
632
Smith Salley Wealth Management
North Carolina
$245K +$4K +64 +2%
LNWWM
633
Laird Norton Wetherby Wealth Management
California
$239K -$60.7K -973 -19%
NRS
634
Neville Rodie & Shaw
New York
$231K
CCA
635
Checchi Capital Advisers
California
$231K +$14.2K +228 +6%
W
636
Wealthfront
California
$230K -$20.7K -331 -8%
WG
637
Welch Group
Alabama
$230K +$5.93K +95 +2%
WS
638
Wedbush Securities
California
$227K +$6.49K +104 +3%
CBOR
639
Community Bank of Raymore
Missouri
$224K
SI
640
SII Investments
Wisconsin
$223K +$237K +3,791 New
RBC
641
Ronald Blue & Co
Georgia
$219K -$133K -2,137 -36%
TSS
642
Thomas Story & Son
Indiana
$216K
NB
643
NBT Bank
New York
$216K +$18.5K +296 +9%
BRM
644
Boston Research & Management
Massachusetts
$215K
IFB
645
iAB Financial Bank
Indiana
$215K
Fiera Capital (Canada)
646
Fiera Capital (Canada)
Quebec, Canada
$215K +$499 +8 +0.2%
Dodge & Cox
647
Dodge & Cox
California
$214K -$40.1K -643 -15%
PTC
648
Private Trust Company
Ohio
$213K +$12.5K +201 +6%
CA
649
Cetera Advisors
Colorado
$213K +$227K +3,632 New
TCOV
650
Trust Company of Vermont
Vermont
$211K -$118K -1,893 -34%