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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1251
Paradigm Asset Management
New York
$425K -$108K -700 -23%
AWM
1252
Avondale Wealth Management
Texas
$425K -$4.61K -30 -1%
TC
1253
Trust Company
Kansas
$422K -$20.3K -132 -5%
AWM
1254
AllSquare Wealth Management
New York
$421K +$51K +332 +17%
PGWM
1255
Parisi Gray Wealth Management
New Jersey
$420K -$522K -3,393 -60%
OWP
1256
Obermeyer Wealth Partners
Colorado
$419K -$39.7K -258 -10%
WF
1257
Welch & Forbes
Massachusetts
$417K -$362K -2,355 -51%
BOH
1258
Bank of Hawaii
Hawaii
$417K -$295K -1,922 -46%
ZB
1259
Zions Bancorporation
Utah
$417K -$46.3K -301 -12%
HWA
1260
HCR Wealth Advisors
California
$417K -$2.92K -19 -0.8%
P
1261
Pitcairn
Pennsylvania
$416K -$69K -449 -17%
PHAM
1262
Palisades Hudson Asset Management
Florida
$416K
VWM
1263
Venturi Wealth Management
Texas
$415K +$348K +2,265 New
PMFA
1264
Plante Moran Financial Advisors
Michigan
$414K -$119K -772 -25%
ATFA
1265
All Terrain Financial Advisors
Minnesota
$413K -$61.5K -400 -15%
FPCP
1266
Fort Point Capital Partners
California
$413K
FI
1267
Financial Insights
Washington
$413K +$706K +4,591 +192%
AII
1268
AGF Investments Inc
Ontario, Canada
$412K -$188K -1,220 -35%
FPS
1269
Fieldpoint Private Securities
Connecticut
$412K -$8.3K -54 -2%
MFS
1270
McNamara Financial Services
Massachusetts
$412K
FWM
1271
Focused Wealth Management
New York
$412K +$17.2K +112 +5%
DJSG
1272
D.J. St. Germain
Massachusetts
$411K -$111K -723 -24%
MCM
1273
Mengis Capital Management
Oregon
$411K -$36.3K -236 -10%
BAS
1274
Brown Advisory Securities
Maryland
$409K
SIMM
1275
Stillwater Investment Management (Minnesota)
Minnesota
$408K