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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
526
Holderness Investments Company
North Carolina
$249K – – –
GAM
527
Garrison Asset Management
Arkansas
$247K – – –
CG
528
CFO4Life Group
Texas
$246K +$226K +4,315 New
EWF
529
Epstein & White Financial
California
$245K -$15.7K -300 -7%
WI
530
Wintrust Investments
Illinois
$244K -$78.5K -1,500 -26%
LNWWM
531
Laird Norton Wetherby Wealth Management
California
$243K -$23K -440 -9%
HTC
532
Haverford Trust Company
Pennsylvania
$242K -$9.53K -182 -4%
RIM
533
Redwood Investment Management
Arizona
$241K -$24.1K -461 -10%
AWP
534
Ascent Wealth Partners
New York
$241K – – –
PIA
535
Piedmont Investment Advisors
North Carolina
$238K +$218K +4,175 New
EWM
536
Evercore Wealth Management
New York
$230K +$212K +4,045 New
LOAME
537
Lombard Odier Asset Management (Europe)
United Kingdom
$227K +$209K +3,987 New
PNC
538
Park National Corp
Ohio
$225K +$207K +3,957 New
AA
539
Apriem Advisors
California
$224K +$205K +3,925 New
KB
540
Kimelman & Baird
New York
$224K +$206K +3,933 New
NSEDCP
541
NJ State Employees Deferred Compensation Plan
New Jersey
$224K +$206K +3,933 New
CCA
542
Checchi Capital Advisers
California
$217K -$22.5K -429 -10%
WA
543
WBH Advisory
Maryland
$216K +$199K +3,796 New
Jones Financial Companies
544
Jones Financial Companies
Missouri
$215K -$75.5K -1,443 -28%
DLG
545
Daniel L. Goodwin
$211K +$194K +3,700 New
APA
546
American Portfolios Advisors
New York
$210K -$25.6K -489 -12%
SL
547
Summitry LLC
California
$206K +$189K +3,618 New
EMG
548
Ellington Management Group
Connecticut
$205K -$293K -5,600 -61%
WTB
549
Washington Trust Bank
Washington
$200K +$26.2K +500 +17%
WOC
550
West Oak Capital
California
$198K -$29.8K -570 -14%