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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
1451
Horst & Graben Wealth Management
Oregon
$503K +$225K +1,012 +105%
CFA
1452
CWS Financial Advisors
Michigan
$500K
EWM
1453
Executive Wealth Management
Michigan
$499K +$22.4K +101 +5%
PAM
1454
Palisade Asset Management
Minnesota
$499K +$64K +288 +17%
TA
1455
Tiedemann Advisors
New York
$499K +$145K +652 +50%
RG
1456
Rikoon Group
New Mexico
$498K -$9.11K -41 -2%
SSWM
1457
Smith Salley Wealth Management
North Carolina
$498K +$36K +162 +9%
BAM
1458
Bellevue Asset Management
Washington
$496K -$163K -735 -27%
MFG
1459
Menard Financial Group
Texas
$496K -$28.9K -130 -6%
LNB
1460
Ledyard National Bank
$496K
JAWM
1461
J. Arnold Wealth Management
Ohio
$496K +$433K +1,950 New
ACS
1462
Archford Capital Strategies
Illinois
$492K -$1.41M -6,353 -76%
AMCA
1463
Arthur M. Cohen & Associates
Illinois
$492K +$54.5K +245 +15%
IIC
1464
Integrated Investment Consultants
Michigan
$491K +$222 +1 +0.1%
GD
1465
Grandfield & Dodd
New York
$490K
ISB
1466
Iowa State Bank
Iowa
$490K
GG
1467
Golden Green
South Carolina
$490K +$428K +1,924 New
BCCM
1468
Bridge Creek Capital Management
Massachusetts
$489K +$5.56K +25 +1%
ACA
1469
Affinity Capital Advisors
California
$487K -$22.2K -100 -5%
MWM
1470
Mascoma Wealth Management
New Hampshire
$487K -$6.67K -30 -2%
TWP
1471
Tempus Wealth Planning
California
$487K
AF
1472
Aldebaran Financial
$487K +$11.1K +50 +3%
TCM
1473
Tufton Capital Management
Maryland
$485K +$147K +661 +53%
PWMAG
1474
Pinnacle Wealth Management Advisory Group
New Jersey
$484K -$34.5K -155 -8%
BA
1475
Birinyi Associates
Connecticut
$484K