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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
751
Private Portfolio Partners
New Jersey
$568K -$7.62K -46 -1%
MP
752
McDonald Partners
Ohio
$565K -$8.62K -52 -1%
SP
753
Symmetry Partners
Connecticut
$565K – – –
AFM
754
Abbot Financial Management
Massachusetts
$559K +$41.9K +253 +8%
NNP
755
Nachman Norwood & Parrott
South Carolina
$558K -$5.3K -32 -0.9%
WP
756
WealthShield Partners
North Carolina
$557K -$17.6K -106 -3%
FAB
757
First American Bank
Illinois
$545K -$8.29K -50 -1%
BI
758
Ballast Inc
Kentucky
$545K +$129K +779 +29%
ATIA
759
American Trust Investment Advisors
New Hampshire
$538K – – –
IAIM
760
International Assets Investment Management
Florida
$533K -$479K -2,891 -46%
BRWM
761
B. Riley Wealth Management
Tennessee
$533K +$26.5K +160 +5%
AC
762
Allstate Corporation
Illinois
$525K -$181K -1,090 -25%
B
763
Barings
North Carolina
$525K -$35.6K -215 -6%
WC
764
Westhampton Capital
North Carolina
$520K +$120K +725 +28%
BP
765
Ballentine Partners
Massachusetts
$518K +$9.61K +58 +2%
JPG
766
Jordan Park Group
California
$518K +$126K +760 +30%
SGI
767
Summit Global Investments
Utah
$517K -$25.4K -153 -4%
SWP
768
Stratos Wealth Partners
Ohio
$515K -$37K -223 -6%
TSW
769
Thompson Siegel & Walmsley
Virginia
$514K – – –
SCM
770
Shelton Capital Management
Colorado
$512K – – –
MFW
771
Meristem Family Wealth
Minnesota
$512K +$90.5K +546 +20%
HTHT
772
Hemenway Trust Hemenway Trust
New Hampshire
$509K -$125K -757 -19%
BG
773
Bollard Group
Massachusetts
$509K +$1.49K +9 +0.3%
JWCA
774
J.W. Cole Advisors
Florida
$509K +$27.7K +167 +6%
MCM
775
Murphy Capital Management
New Jersey
$504K +$19.1K +115 +4%
29 30
31
32 33