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Name Holding Trade Value Shares
Change
Change in
Stake
IC
726
IEQ Capital
California
$284K +$278K +2,626 New
PCMC
727
Private Capital Management (Colorado)
Colorado
$283K -$92.3K -872 -25%
PL
728
Plancorp LLC
Missouri
$283K -$28.4K -268 -9%
SA
729
SRH Advisors
Kansas
$280K
GIA
730
GHP Investment Advisors
Colorado
$280K +$529 +5 +0.2%
WCF
731
West Coast Financial
California
$279K
WI
732
Wintrust Investments
Illinois
$277K
BFA
733
Benedict Financial Advisors
Georgia
$276K -$16.6K -157 -6%
HT
734
Heritage Trust
Oklahoma
$276K
WF
735
Welch & Forbes
Massachusetts
$275K +$6.35K +60 +2%
CGL
736
Clarius Group LLC
Washington
$275K +$9.21K +87 +4%
SWA
737
SOA Wealth Advisors
New York
$275K +$19.1K +180 +8%
VFA
738
Voya Financial Advisors
Connecticut
$274K
TMAM
739
Tokio Marine Asset Management
Japan
$274K +$269K +2,537 New
PFS
740
Prospera Financial Services
Texas
$271K -$7.94K -75 -3%
CCM
741
Crossvault Capital Management
Texas
$270K -$106K -1,000 -29%
GCM
742
Gables Capital Management
Florida
$270K
PA
743
Parallel Advisors
California
$269K -$5.08K -48 -2%
Vanguard Personalized Indexing Management
744
Vanguard Personalized Indexing Management
California
$268K -$29.3K -277 -10%
TFF
745
The Family Firm
Maryland
$266K +$106 +1 +0%
BBHC
746
Brown Brothers Harriman & Co
New York
$263K -$104K -979 -29%
FNBT
747
FineMark National Bank & Trust
Florida
$263K
TAM
748
Trust Asset Management
Texas
$263K +$45.7K +432 +22%
PWM
749
Palumbo Wealth Management
New York
$262K +$1.16K +11 +0.5%
SAM
750
S.A. Mason
Michigan
$260K