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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
751
Focused Wealth Management
New York
$505K +$177K +850 +47%
KIA
752
KCM Investment Advisors
California
$504K +$139K +667 +34%
PT
753
Plimoth Trust
Massachusetts
$500K -$28.8K -138 -5%
OWD
754
Osborn Williams & Donohoe
Ohio
$500K +$549K +2,630 New
DDC
755
DF Dent & Co
Maryland
$498K +$547K +2,624 New
BMC
756
Beaton Management Company
Massachusetts
$494K +$172K +825 +46%
HCM
757
Hudson Capital Management
New Jersey
$492K +$540K +2,588 New
MLL
758
Moody Lynn & Lieberson
Massachusetts
$489K – – –
CA
759
Commerzbank Aktiengesellschaft
Germany
$482K +$292K +1,402 +123%
CAM
760
ClariVest Asset Management
California
$478K -$91.4K -438 -15%
PL
761
Plancorp LLC
Missouri
$478K +$525K +2,517 New
AWM
762
Altium Wealth Management
New York
$476K +$84.5K +405 +19%
CPA
763
Capital Planning Advisors
California
$475K – – –
HCM
764
Hengehold Capital Management
Ohio
$475K +$114K +548 +28%
GCM
765
Grisanti Capital Management
New York
$474K -$9.6K -46 -2%
CAM
766
Cozad Asset Management
Illinois
$473K +$235K +1,126 +82%
HCM
767
Howland Capital Management
Massachusetts
$472K +$102K +489 +24%
WAM
768
Weatherly Asset Management
California
$468K +$514K +2,463 New
BFM
769
Boston Financial Management
Massachusetts
$466K +$30.2K +145 +6%
BHWM
770
Bar Harbor Wealth Management
New Hampshire
$455K +$252K +1,210 +102%
FTC
771
Farmers Trust Company
Ohio
$451K +$99.5K +477 +25%
AAM
772
Ascension Asset Management
New York
$448K +$75.1K +360 +18%
FWCM
773
Ferguson Wellman Capital Management
Oregon
$448K +$143K +684 +41%
PWLP
774
Prio Wealth Limited Partnership
Massachusetts
$446K +$280K +1,343 +133%
RWA
775
Ropes Wealth Advisors
Massachusetts
$445K +$489K +2,345 New