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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1201
Cambridge Trust
Massachusetts
$545K -$178K -4,737 -26%
CPA
1202
Court Place Advisors
Maryland
$545K +$301K +8,000 +143%
RWP
1203
RWA Wealth Partners
Massachusetts
$544K +$109K +2,908 +27%
CCP
1204
Corient Capital Partners
California
$543K +$11.7K +311 +2%
TI
1205
Truepoint Inc
Ohio
$542K
CFA
1206
Camarda Financial Advisors
Florida
$541K -$73K -1,942 -13%
CCM
1207
Coldstream Capital Management
Washington
$541K +$13.4K +357 +3%
MBTD
1208
Mechanics Bank - Trust Department
California
$539K +$26.3K +700 +5%
DJSG
1209
D.J. St. Germain
Massachusetts
$538K +$71.3K +1,898 +16%
WA
1210
Wheatland Advisors
Pennsylvania
$537K +$19.5K +518 +4%
TCM
1211
Tufton Capital Management
Maryland
$534K -$7.89K -210 -2%
WWM
1212
Windsor Wealth Management
Indiana
$534K +$502K +13,341 New
AWM
1213
Aries Wealth Management
Maine
$533K +$472K +12,545 New
CCMW
1214
Cypress Capital Management (Wyoming)
Wyoming
$531K -$181K -4,825 -27%
Treasurer of the State of North Carolina
1215
Treasurer of the State of North Carolina
North Carolina
$531K +$498K +13,254 New
JFG
1216
Jefferies Financial Group
New York
$528K +$496K +13,192 New
EA
1217
Elm Advisors
California
$524K -$5.64K -150 -1%
B
1218
Brightworth
Georgia
$522K +$48.9K +1,300 +11%
PCMI
1219
Paradigm Capital Management Inc
New York
$521K
MCM
1220
Manchester Capital Management
Vermont
$519K
GRP
1221
Global Retirement Partners
California
$518K +$142K +3,780 +41%
RCM
1222
Radnor Capital Management
Pennsylvania
$516K +$4.36K +116 +0.9%
TCM
1223
Tradewinds Capital Management
Washington
$511K +$23.4K +623 +5%
SIC
1224
Sigma Investment Counselors
Michigan
$510K +$940 +25 +0.2%
Cetera Investment Advisers
1225
Cetera Investment Advisers
Illinois
$509K +$28.5K +759 +6%