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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1626
Howland Capital Management
Massachusetts
$484K – – –
DOA
1627
D'Orazio & Associates
Virginia
$483K – – –
MHIC
1628
Marble Harbor Investment Counsel
Massachusetts
$481K -$161K -655 -25%
PAM
1629
Private Asset Management
California
$481K -$64.7K -263 -12%
FWP
1630
FAS Wealth Partners
Kansas
$481K +$984 +4 +0.2%
3F
1631
360 Financial
Minnesota
$480K – – –
EWA
1632
ERTS Wealth Advisors
Michigan
$480K – – –
CFA
1633
Capstone Financial Advisors
Illinois
$480K +$11.3K +46 +2%
GSWM
1634
Golden State Wealth Management
California
$480K +$29K +118 +6%
AW
1635
ACG Wealth
Georgia
$479K -$19.9K -81 -4%
LWM
1636
Liberty Wealth Management
California
$479K +$22.9K +93 +5%
1WA
1637
180 Wealth Advisors
Washington
$478K -$2.95K -12 -0.6%
BHIA
1638
Birch Hill Investment Advisors
Massachusetts
$478K – – –
FNBTCON
1639
First National Bank & Trust Co of Newtown
Pennsylvania
$476K -$24.6K -100 -5%
ITIM
1640
Indiana Trust & Investment Management
Indiana
$476K – – –
NAS
1641
Nicolet Advisory Services
Wisconsin
$475K -$227K -922 -32%
BFIM
1642
Beese Fulmer Investment Management
Ohio
$472K +$61.5K +250 +15%
FIM
1643
Fruth Investment Management
Texas
$470K – – –
HCP
1644
Hexagon Capital Partners
Arkansas
$468K +$47.5K +193 +11%
PCS
1645
Personal CFO Solutions
New Jersey
$467K +$23.9K +97 +5%
EA
1646
Emerald Advisors
Washington
$463K +$41.3K +168 +10%
KFA
1647
Krane Funds Advisors
New York
$463K +$467K +1,899 New
KCM
1648
Kathmere Capital Management
Pennsylvania
$462K – – –
FSA
1649
Fort Sheridan Advisors
Illinois
$461K +$2.71K +11 +0.6%
LOPW
1650
Live Oak Private Wealth
North Carolina
$461K +$14.8K +60 +3%