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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
601
Peloton Wealth Strategists
Indiana
$4.91M +$103K +490 +2%
BJL
602
Brighton Jones LLC
Washington
$4.9M +$22.6K +107 +0.5%
SVWAG
603
Sound View Wealth Advisors Group
Georgia
$4.88M +$148K +699 +3%
AMCA
604
Arthur M. Cohen & Associates
Illinois
$4.84M -$687K -3,255 -13%
Bessemer Group
605
Bessemer Group
New Jersey
$4.84M -$58.7M -277,933 -93%
DT
606
Diversified Trust
Tennessee
$4.82M +$126K +595 +3%
PCM
607
Parsons Capital Management
Rhode Island
$4.82M -$211K -1,000 -4%
TIM
608
Thompson Investment Management
Wisconsin
$4.78M +$267K +1,266 +6%
ECM
609
Exchange Capital Management
Michigan
$4.77M -$123K -582 -3%
IWA
610
IBEX Wealth Advisors
New Jersey
$4.76M +$278K +1,315 +7%
PIM
611
Penobscot Investment Management
Massachusetts
$4.74M -$610K -2,889 -12%
DWA
612
Douglass Winthrop Advisors
New York
$4.74M -$1.5M -7,120 -25%
FMTC
613
Farmers & Merchants Trust Company
California
$4.74M +$62.5K +296 +1%
TCOT
614
Trust Company of Toledo
Ohio
$4.74M -$589K -2,791 -12%
MCC
615
Malaga Cove Capital
California
$4.7M -$30.2K -143 -0.7%
CIA
616
Capital Investment Advisors
Georgia
$4.66M +$959K +4,544 +28%
EWA
617
EP Wealth Advisors
California
$4.66M +$160K +758 +4%
AP
618
Advisor Partners
California
$4.66M -$241K -1,144 -5%
KCM
619
Kornitzer Capital Management
Kansas
$4.65M -$166K -785 -4%
SB
620
Simmons Bank
Arkansas
$4.64M +$123K +581 +3%
PGA
621
Portland Global Advisors
Maine
$4.62M +$283K +1,342 +7%
AC
622
Arjuna Capital
North Carolina
$4.61M -$13.5K -64 -0.3%
FQ
623
First Quadrant
California
$4.61M
RHDIC
624
R.H. Dinel Investment Counsel
California
$4.6M
IIM
625
Ipswich Investment Management
Massachusetts
$4.55M -$161K -763 -4%