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Name Holding Trade Value Shares
Change
Change in
Stake
TFF
1276
The Family Firm
Maryland
$534K +$12.1K +52 +3%
UAS
1277
United Asset Strategies
New York
$532K -$380K -1,629 -44%
BCCM
1278
Bridge Creek Capital Management
Massachusetts
$529K -$51.3K -220 -10%
PFA
1279
Pure Financial Advisors
California
$527K +$932 +4 +0.2%
LBC
1280
Lawrence B. Cohen
$522K -$28K -120 -6%
IHL
1281
Investment House LLC
California
$521K
AIM
1282
Acropolis Investment Management
Missouri
$520K
JSL
1283
JT Stratford LLC
Georgia
$519K +$59.2K +254 +14%
HT
1284
Heritage Trust
Oklahoma
$518K -$38.5K -165 -7%
AAS
1285
Annex Advisory Services
Wisconsin
$516K -$29.1K -125 -6%
SWM
1286
SVA Wealth Management
Wisconsin
$516K +$4.89K +21 +1%
SIMM
1287
Stillwater Investment Management (Minnesota)
Minnesota
$514K +$2.8K +12 +0.6%
PCM
1288
Prelude Capital Management
New York
$512K +$470K +2,016 New
RGIA
1289
Rainier Group Investment Advisory
Washington
$510K
Grantham, Mayo, Van Otterloo & Co (GMO)
1290
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$508K +$466K +2,000 New
CCA
1291
Cobblestone Capital Advisors
New York
$504K +$173K +742 +60%
GWCM
1292
Godshalk Welsh Capital Management
Pennsylvania
$501K -$23.3K -100 -5%
VWA
1293
V Wealth Advisors
Kansas
$501K +$466 +2 +0.1%
GIM
1294
Guild Investment Management
California
$498K +$457K +1,960 New
AIM
1295
Advantage Investment Management
Iowa
$496K +$172K +738 +61%
MHIM
1296
MacNealy Hoover Investment Management
Ohio
$493K -$2.33K -10 -0.5%
MCM
1297
Maple Capital Management
Vermont
$493K
BSB
1298
Bangor Savings Bank
Maine
$492K -$42.2K -181 -9%
SAM
1299
Sawgrass Asset Management
Florida
$489K -$3.5K -15 -0.8%
AB
1300
Atlas Brown
Kentucky
$487K +$11.7K +50 +3%