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Name Holding Trade Value Shares
Change
Change in
Stake
S
1701
Surevest
California
$236K
DLCIG
1702
D.L. Carlson Investment Group
New Hampshire
$236K +$1.34K +7 +0.6%
AW
1703
Alpha Windward
Massachusetts
$235K
RSWM
1704
Robertson Stephens Wealth Management
California
$235K +$233K +1,215 New
NHC
1705
Nicholas Hoffman & Company
Georgia
$234K +$192 +1 +0.1%
GAM
1706
Gemmer Asset Management
California
$234K +$2.3K +12 +1%
FTI
1707
Fiduciary Trust International
Massachusetts
$232K -$38K -198 -14%
KTA
1708
Keeley-Teton Advisors
Illinois
$232K
PIM
1709
Provident Investment Management
Michigan
$232K
DACG
1710
Donor Advised Charitable Giving
California
$231K +$18.2K +95 +9%
JHCP
1711
Jackson Hole Capital Partners
Oklahoma
$230K +$228K +1,187 New
BFC
1712
Bedel Financial Consulting
Indiana
$229K +$2.3K +12 +1%
BCMO
1713
Buckingham Capital Management (Ohio)
Ohio
$228K -$1.71M -8,895 -88%
BRM
1714
Boston Research & Management
Massachusetts
$228K
HHGA
1715
Halbert Hargrove Global Advisors
California
$228K +$14.8K +77 +7%
CBFP
1716
Cedar Brook Financial Partners
Ohio
$227K -$17.9K -93 -7%
TI
1717
Truehand Inc
New Hampshire
$225K
WFM
1718
Wolff Financial Management
Michigan
$225K
FA
1719
FCG Advisors
New Jersey
$225K +$223K +1,163 New
FC
1720
Fulcrum Capital
Washington
$223K
SFFS
1721
Stonehage Fleming Financial Services
Jersey
$223K
WI
1722
WrapManager Inc
California
$223K +$221K +1,151 New
WCG
1723
Weaver Consulting Group
California
$222K -$19.2K -100 -7%
JIP
1724
JBJ Investment Partners
South Carolina
$221K +$220K +1,144 New
AAP
1725
Arax Advisory Partners
Colorado
$220K +$576 +3 +0.3%