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Name Holding Trade Value Shares
Change
Change in
Stake
HRC
1326
Hoertkorn Richard Charles
$17.7M -$1.67M -15,302 -9%
WIS
1327
Wright Investors Service
Connecticut
$17.6M -$144K -1,321 -0.9%
VAS
1328
Valicenti Advisory Services
New York
$17.6M -$1.39M -12,728 -8%
SH
1329
SeaTown Holdings
Singapore
$17.6M -$9.6M -88,000 -37%
BFPW
1330
BOK Financial Private Wealth
Colorado
$17.6M -$985K -9,029 -6%
CWM
1331
CMH Wealth Management
New Hampshire
$17.5M +$111K +1,013 +0.7%
MMC
1332
Mizuho Markets Cayman
Cayman Islands
$17.5M +$6.59M +60,425 +67%
EI
1333
Ethic Inc
New York
$17.5M +$3.59M +32,925 +28%
MIM
1334
Martin Investment Management
Florida
$17.5M -$3.7M -33,890 -18%
MMPW
1335
Mitchell McLeod Pugh & Williams
Alabama
$17.5M -$287K -2,630 -2%
FSA
1336
Fort Sheridan Advisors
Illinois
$17.5M -$1.91M -17,534 -10%
MCG
1337
McCollum Christoferson Group
New York
$17.4M +$601K +5,505 +4%
PAS
1338
Professional Advisory Services
Florida
$17.4M -$3.89M -35,622 -19%
PT
1339
Plimoth Trust
Massachusetts
$17.4M -$1.32M -12,128 -7%
AWM
1340
Apollon Wealth Management
South Carolina
$17.4M +$5.5M +50,394 +51%
BB
1341
Berkshire Bank
Massachusetts
$17.4M +$16.4M +150,083 New
BMO
1342
Beck Mack & Oliver
New York
$17.4M -$206K -1,888 -1%
PWSG
1343
Pacific Wealth Strategies Group
California
$17.3M -$454K -4,164 -3%
HA
1344
Harbor Advisors
Florida
$17.3M
GSWM
1345
Golden State Wealth Management
California
$17.3M -$6.61M -60,610 -29%
KJWM
1346
Kiley Juergens Wealth Management
Washington
$17.2M -$2.34M -21,426 -13%
TFS
1347
Thoroughbred Financial Services
Tennessee
$17.2M -$1.22M -11,182 -7%
WKWM
1348
Walter & Keenan Wealth Management
Indiana
$17.2M -$879K -8,055 -5%
QCG
1349
Quadrant Capital Group
Ohio
$17.2M -$800K -7,336 -5%
CIA
1350
Covington Investment Advisors
Pennsylvania
$17.2M +$1.08M +9,895 +7%