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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1701
Halbert Hargrove Global Advisors
California
$297K -$42.8K -985 -13%
MMHP
1702
Murphy Middleton Hinkle & Parker
Georgia
$297K – – –
RWM
1703
RKL Wealth Management
Pennsylvania
$297K – – –
GAG
1704
GM Advisory Group
New York
$296K -$40.6K -934 -13%
FBT
1705
First Bankers Trust
Kentucky
$295K -$15K -344 -5%
PA
1706
Perennial Advisors
New York
$295K +$3.26K +75 +1%
GAM
1707
Gemmer Asset Management
California
$294K – – –
GIA
1708
Gladstone Institutional Advisory
Florida
$294K +$276K +6,358 New
BCWM
1709
Blue Chip Wealth Management
Florida
$293K +$652 +15 +0.2%
HR
1710
Hayden Royal
North Carolina
$292K +$3.17K +73 +1%
PL
1711
Plancorp LLC
Missouri
$291K -$79K -1,816 -22%
FCIM
1712
Fairview Capital Investment Management
California
$291K – – –
KTA
1713
Keeley-Teton Advisors
Illinois
$289K +$826 +19 +0.3%
BFPW
1714
BOK Financial Private Wealth
Colorado
$289K +$11.8K +272 +5%
CIAS
1715
Capital Investment Advisory Services
North Carolina
$288K -$358K -8,224 -57%
FNFDCM
1716
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$288K – – –
TCB
1717
Texas Capital Bancshares
Texas
$288K – – –
SAM
1718
Shikiar Asset Management
New York
$287K -$159K -3,650 -37%
WIP
1719
Wellesley Investment Partners
Massachusetts
$287K +$8.22K +189 +3%
MCM
1720
Marathon Capital Management
Maryland
$286K -$7.3K -168 -3%
IP
1721
Investment Partners
Ohio
$286K +$217 +5 +0.1%
T
1722
TRUADVICE
Florida
$286K +$277K +6,368 New
KBG
1723
Kahn Brothers Group
New York
$286K -$109K -2,507 -29%
FM
1724
Foster & Motley
Ohio
$284K +$267K +6,131 New
WAS
1725
Wealth Advisory Solutions
Indiana
$283K +$1.87K +43 +0.7%