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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
976
Parsec Financial Management
North Carolina
$247K -$4.97K -24 -2%
SHGA
977
Sand Hill Global Advisors
California
$247K +$38.7K +187 +18%
BP
978
Ballentine Partners
Massachusetts
$246K -$21.1K -102 -8%
TIA
979
Tiemann Investment Advisors
California
$246K -$2.69K -13 -1%
MA
980
Montag & Associates
Georgia
$246K +$252K +1,219 New
JF
981
JSF Financial
California
$244K +$50.1K +242 +25%
CFA
982
CWS Financial Advisors
Michigan
$243K -$1.24K -6 -0.5%
DLHL
983
Donald L. Hagan LLC
Florida
$242K – – –
MMG
984
Monetary Management Group
Missouri
$242K – – –
CHA
985
Carmichael Hill & Associates
Maryland
$241K +$207 +1 +0.1%
BBA
986
BLB&B Advisors
Pennsylvania
$241K +$247K +1,195 New
AWM
987
Aberdeen Wealth Management
Illinois
$240K -$25K -121 -9%
CIA
988
Choate Investment Advisors
Massachusetts
$240K -$24.8K -120 -9%
CBN
989
Cadence Bank NA
Texas
$240K – – –
FCB
990
First Command Bank
Texas
$240K – – –
FCFS
991
First Command Financial Services
Texas
$240K – – –
GD
992
Grandfield & Dodd
New York
$240K +$11.4K +55 +5%
GTCM
993
Gyon Technologies Capital Management
New Jersey
$240K +$246K +1,190 New
FTC
994
Farmers Trust Company
Ohio
$239K – – –
NIMI
995
Natixis Investment Managers International
France
$238K +$244K +1,180 New
EB
996
Eastern Bank
Massachusetts
$237K -$30.8K -149 -11%
CA
997
Callahan Advisors
Texas
$237K -$22.3K -108 -8%
AMG
998
Advisors Management Group
Wisconsin
$237K -$6K -29 -2%
PCA
999
Peddock Capital Advisors
Massachusetts
$237K – – –
VCG
1000
Vantage Consulting Group
Virginia
$237K +$243K +1,174 New