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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1901
Neumann Capital Management
California
$278K
PB
1902
Pinnacle Bancorp
Nebraska
$278K
FFG
1903
Frisch Financial Group
New York
$277K -$55.8K -145 -17%
TIA
1904
Tandem Investment Advisors
South Carolina
$277K -$17.7K -46 -6%
ODG
1905
O'Dell Group
Ohio
$277K -$3.46K -9 -1%
KCM
1906
Kanawha Capital Management
Virginia
$277K
WA
1907
Wealth Architects
California
$277K +$11.2K +29 +4%
MSR
1908
Main Street Research
Connecticut
$275K +$277K +720 New
BMC
1909
Benin Management Corp
Connecticut
$275K +$278K +721 New
NP
1910
NS Partners
United Kingdom
$272K
FPFS
1911
First Personal Financial Services
North Carolina
$270K -$5.39K -14 -2%
SWK
1912
Stephen W. Kidder
$269K -$80.8K -210 -23%
ZIC
1913
ZWJ Investment Counsel
Georgia
$269K -$1.54K -4 -0.6%
BCWM
1914
Blue Chip Wealth Management
Florida
$268K -$1.11M -2,874 -80%
EGA
1915
Eagle Global Advisors
Texas
$268K +$12.3K +32 +5%
WMA
1916
Wealth Management Associates
New Jersey
$267K +$270K +701 New
HR
1917
Hayden Royal
North Carolina
$267K -$4.12M -10,698 -94%
SFFS
1918
Stonehage Fleming Financial Services
Jersey
$267K -$2.95M -7,660 -92%
HIC
1919
Harvey Investment Company
Kentucky
$267K
MC
1920
MIG Capital
California
$267K +$18.9K +49 +8%
CWM
1921
Catamount Wealth Management
Connecticut
$267K +$244K +634 +961%
CA
1922
Capital Advantage
California
$265K -$53.5K -139 -17%
BWM
1923
Baystate Wealth Management
Massachusetts
$265K -$30.4K -79 -10%
WCM
1924
Windsor Capital Management
Arizona
$265K +$8.08K +21 +3%
IGGA
1925
Iron Gate Global Advisors
Utah
$265K +$269K +698 New