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Name Holding Trade Value Shares
Change
Change in
Stake
PGA
1151
Portland Global Advisors
Maine
$556K +$529K +7,905 New
CIM
1152
Calvert Investment Management
Maryland
$549K -$984K -14,700 -65%
EWM
1153
Empirical Wealth Management
Washington
$549K +$523K +7,810 New
RNS
1154
Robert N. Shapiro
$546K -$52.4K -783 -9%
EWM
1155
Edge Wealth Management
New York
$542K -$107K -1,597 -17%
PFS
1156
Prospera Financial Services
Texas
$542K +$140K +2,091 +35%
TT
1157
Tiedemann Trust
Delaware
$536K -$46.9K -700 -8%
RMSCM
1158
R.M. Sincerbeaux Capital Management
New York
$535K – – –
FIG
1159
Fusion Investment Group
Pennsylvania
$535K +$15.8K +236 +3%
MWAC
1160
Mariner Wealth Advisors (Cincinnati)
Ohio
$532K +$224K +3,348 +79%
CC
1161
Cipher Capital
New York
$531K +$505K +7,541 New
CS
1162
Credential Securities
$530K +$504K +7,533 New
ITIM
1163
Indiana Trust & Investment Management
Indiana
$529K +$47.5K +710 +10%
SCA
1164
STALEY CAPITAL ADVISERS
Pennsylvania
$528K – – –
CCC
1165
Chelsea Counsel Company
California
$528K +$228K +3,410 +83%
SIC
1166
Sigma Investment Counselors
Michigan
$527K -$8.77K -131 -2%
EGA
1167
Eagle Global Advisors
Texas
$523K -$31.5K -470 -6%
ALA
1168
Atherton Lane Advisers
California
$523K -$18.6K -278 -4%
BCM
1169
BTR Capital Management
California
$523K +$8.03K +120 +2%
BHBT
1170
Burke & Herbert Bank & Trust
Virginia
$522K +$133K +1,985 +37%
CFSG
1171
Community Financial Services Group
Vermont
$521K +$154K +2,295 +45%
Financial Engines Advisors
1172
Financial Engines Advisors
California
$518K -$634K -9,474 -56%
KIA
1173
King Investment Advisors
Texas
$514K – – –
PFA
1174
Pure Financial Advisors
California
$514K +$13.4K +200 +3%
BCM
1175
Birmingham Capital Management
Alabama
$512K +$6.69K +100 +1%