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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1951
Keudell/Morrison Wealth Management
Oregon
$1.27M
PHAM
1952
Palisades Hudson Asset Management
Florida
$1.27M -$188K -2,020 -13%
CWM
1953
Chesapeake Wealth Management
Virginia
$1.27M +$1.25M +13,380 New
VIA
1954
Vident Investment Advisory
Georgia
$1.26M -$367K -3,940 -23%
IC
1955
Iconiq Capital
California
$1.26M
FA
1956
Fagan Associates
New York
$1.26M +$27.9K +300 +2%
FBT
1957
First Bank & Trust
South Dakota
$1.25M -$35.4K -380 -3%
SAM
1958
Summit Asset Management
Tennessee
$1.25M +$42.8K +460 +4%
AAM
1959
American Asset Management
Florida
$1.24M +$46.6K +500 +4%
FCM
1960
Fairbanks Capital Management
California
$1.24M
CGA
1961
Crescent Grove Advisors
Illinois
$1.24M +$451K +4,840 +59%
NDSI
1962
Newman Dignan & Sheerar Inc
Rhode Island
$1.24M +$462K +4,960 +61%
HHGA
1963
Halbert Hargrove Global Advisors
California
$1.24M -$9.31K -100 -0.8%
MFW
1964
Mosaic Family Wealth
Missouri
$1.24M +$259K +2,780 +27%
DG
1965
Delek Group
Israel
$1.23M +$1.24M +13,340 New
BFG
1966
Bouchey Financial Group
New York
$1.23M +$20.5K +220 +2%
CWM
1967
Centric Wealth Management
Illinois
$1.23M +$147K +1,580 +14%
SCI
1968
S&CO Inc
Massachusetts
$1.23M
II
1969
Ibex Investors
Colorado
$1.23M +$1.21M +13,000 New
DP
1970
Dearborn Partners
Illinois
$1.23M +$31.7K +340 +3%
VWM
1971
Valley Wealth Managers
New Jersey
$1.22M +$85.7K +920 +8%
PL
1972
Plancorp LLC
Missouri
$1.22M +$156K +1,680 +15%
WC
1973
Whitnell & Co
Illinois
$1.22M +$35.4K +380 +3%
SIAS
1974
Shine Investment Advisory Services
Colorado
$1.22M -$61.5K -660 -5%
PLFAM
1975
Pineno Levin & Ford Asset Management
Virginia
$1.22M