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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1701
Pure Financial Advisors
California
$238K -$16.7K -87 -7%
HR
1702
Hayden Royal
North Carolina
$237K -$38.2K -199 -14%
JGGDR
1703
JGP Global Gestao de Recursos
Brazil
$237K +$4.61K +24 +2%
FFG
1704
Frisch Financial Group
New York
$236K -$41.1K -214 -15%
S
1705
Surevest
California
$236K – – –
DLCIG
1706
D.L. Carlson Investment Group
New Hampshire
$236K +$1.34K +7 +0.6%
AW
1707
Alpha Windward
Massachusetts
$235K – – –
RSWM
1708
Robertson Stephens Wealth Management
California
$235K +$233K +1,215 New
NHC
1709
Nicholas Hoffman & Company
Georgia
$234K +$192 +1 +0.1%
GAM
1710
Gemmer Asset Management
California
$234K +$2.3K +12 +1%
FTI
1711
Fiduciary Trust International
Massachusetts
$232K -$38K -198 -14%
KTA
1712
Keeley-Teton Advisors
Illinois
$232K – – –
PIM
1713
Provident Investment Management
Michigan
$232K – – –
DACG
1714
Donor Advised Charitable Giving
California
$231K +$18.2K +95 +9%
JHCP
1715
Jackson Hole Capital Partners
Oklahoma
$230K +$228K +1,187 New
BFC
1716
Bedel Financial Consulting
Indiana
$229K +$2.3K +12 +1%
BCMO
1717
Buckingham Capital Management (Ohio)
Ohio
$228K -$1.71M -8,895 -88%
BRM
1718
Boston Research & Management
Massachusetts
$228K – – –
HHGA
1719
Halbert Hargrove Global Advisors
California
$228K +$14.8K +77 +7%
CBFP
1720
Cedar Brook Financial Partners
Ohio
$227K -$17.9K -93 -7%
TI
1721
Truehand Inc
New Hampshire
$225K – – –
WFM
1722
Wolff Financial Management
Michigan
$225K – – –
FA
1723
FCG Advisors
New Jersey
$225K +$223K +1,163 New
FC
1724
Fulcrum Capital
Washington
$223K – – –
SFFS
1725
Stonehage Fleming Financial Services
Jersey
$223K – – –