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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
801
Palisades Hudson Asset Management
Florida
$262K -$212K -672 -38%
PA
802
Probity Advisors
Texas
$262K +$12.3K +39 +4%
NED
803
Nancy E. Dempze
$260K
EIA
804
Edgemoor Investment Advisors
Maryland
$260K +$63K +200 +22%
HI
805
Horizon Investments
North Carolina
$259K +$344K +1,094 New
GEM
806
Global Endowment Management
North Carolina
$258K
CGL
807
Clarius Group LLC
Washington
$257K +$343K +1,088 New
MC
808
Moors & Cabot
Massachusetts
$255K +$61.4K +195 +22%
GC
809
Gratus Capital
Georgia
$248K -$78.7K -250 -19%
RW
810
REDW Wealth
New Mexico
$248K
CGA
811
Crescent Grove Advisors
Illinois
$248K +$331K +1,050 New
FWCM
812
Ferguson Wellman Capital Management
Oregon
$247K -$748K -2,376 -69%
SVWA
813
Sound View Wealth Advisors
Georgia
$247K -$205K -651 -38%
AWM
814
Altium Wealth Management
New York
$247K -$4.09K -13 -1%
PHS
815
Pekin Hardy Strauss
Illinois
$247K -$3.78K -12 -1%
ARMT
816
Amica Retiree Medical Trust
Rhode Island
$246K
GD
817
Grandfield & Dodd
New York
$243K
MTIM
818
Marathon Trading Investment Management
Pennsylvania
$243K +$324K +1,030 New
MPI
819
Mairs & Power Inc
Minnesota
$242K
IAA
820
Independent Advisor Alliance
North Carolina
$242K +$32.7K +104 +11%
ACP
821
Ashfield Capital Partners
California
$241K -$116K -368 -27%
PCA
822
Personal Capital Advisors
California
$239K +$318K +1,010 New
LBD
823
Landsberg Bennett & Dubbaneh
Florida
$237K +$60.1K +191 +23%
AWM
824
AE Wealth Management
Kansas
$237K +$316K +1,002 New
NSEDCP
825
NJ State Employees Deferred Compensation Plan
New Jersey
$236K -$630K -2,000 -67%