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Name Holding Trade Value Shares
Change
Change in
Stake
AS
676
Altshuler Shaham
Israel
$415K -$139K -538 -24%
PL
677
Plancorp LLC
Missouri
$411K -$11.4K -44 -3%
LMAM
678
Legg Mason Asset Management
Japan
$407K +$429K +1,662 New
SIA
679
Strategic Investment Advisors
Michigan
$406K +$428K +1,660 New
WF
680
Welch & Forbes
Massachusetts
$404K – – –
KCM
681
Kendall Capital Management
Maryland
$400K +$37.4K +145 +10%
Parallax Volatility Advisers
682
Parallax Volatility Advisers
California
$399K -$3.6M -13,954 -90%
WEC
683
Winslow Evans & Crocker
Massachusetts
$397K +$17.8K +69 +4%
B
684
Bailard
California
$394K +$3.1K +12 +0.8%
SFM
685
Systematic Financial Management
New Jersey
$392K – – –
PCM
686
Pinz Capital Management
New York
$392K +$413K +1,600 New
AWM
687
Absher Wealth Management
North Carolina
$391K -$123K -475 -23%
TNB
688
TCF National Bank
South Dakota
$386K +$6.45K +25 +2%
FF
689
FourThought Financial
Florida
$379K +$400K +1,551 New
BWM
690
Buckley Wealth Management
Nevada
$376K -$26.1K -101 -6%
CPIA
691
Cornell Pochily Investment Advisors
New York
$373K -$39K -151 -9%
SCA
692
Sippican Capital Advisors
Massachusetts
$371K +$74.8K +290 +24%
G
693
Gainplan
Michigan
$371K +$391K +1,515 New
CWP
694
Capital Wealth Planning
Florida
$369K -$51.6K -200 -13%
CGA
695
Crescent Grove Advisors
Illinois
$367K – – –
SACTSONJ
696
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$367K – – –
LWP
697
Lumature Wealth Partners
Georgia
$364K +$383K +1,486 New
MMG
698
Monetary Management Group
Missouri
$361K +$381K +1,475 New
FMWA
699
Forvis Mazars Wealth Advisors
Missouri
$358K +$162K +627 +75%
BP
700
Ballentine Partners
Massachusetts
$355K -$989K -3,835 -73%