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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
826
Shine Investment Advisory Services
Colorado
$385K -$74.3K -498 -16%
CONA
827
Capital One National Association
New York
$384K -$5.97K -40 -2%
CPA
828
Court Place Advisors
Maryland
$384K
PCM
829
Penserra Capital Management
California
$384K +$46K +308 +13%
WIM
830
Westside Investment Management
California
$382K -$448 -3 -0.1%
AL
831
Aspiriant LLC
California
$381K
CNBT
832
Canandaigua National Bank & Trust
New York
$379K -$27K -181 -7%
GI
833
Gradient Investments
Minnesota
$378K -$47.5K -318 -11%
TIA
834
Tiemann Investment Advisors
California
$377K -$2.98K -20 -0.8%
MHC
835
Meyer Handelman Company
New York
$373K
PTB
836
Pioneer Trust Bank
Oregon
$373K
ZB
837
Zions Bancorporation
Utah
$369K +$360K +2,415 +4,093%
IIC
838
Integrated Investment Consultants
Michigan
$367K +$9.25K +62 +3%
FPFS
839
First Personal Financial Services
North Carolina
$366K +$30.1K +202 +9%
WA
840
Waverly Advisors
Alabama
$364K -$25.4K -170 -7%
UR
841
USCA RIA
Texas
$364K
BCM
842
Bienville Capital Management
New York
$362K +$59.2K +397 +20%
HMS
843
Hanseatic Management Services
New Mexico
$361K -$194K -1,302 -35%
OWP
844
Obermeyer Wealth Partners
Colorado
$354K +$354K +2,375 New
FA
845
FCG Advisors
New Jersey
$353K
ADL
846
Asset Dedication LLC
California
$349K
PHAM
847
Palisades Hudson Asset Management
Florida
$349K
EWA
848
EP Wealth Advisors
California
$347K +$59.7K +400 +21%
MPI
849
Mairs & Power Inc
Minnesota
$343K -$6.27K -42 -2%
BHA
850
Beech Hill Advisors
New York
$341K -$156K -1,045 -31%