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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1176
Angeles Wealth Management
California
$614K +$565K +6,141 New
WIC
1177
Wilkins Investment Counsel
Massachusetts
$612K – – –
CCM
1178
Crossvault Capital Management
Texas
$612K +$9.2K +100 +2%
MRCM
1179
M&R Capital Management
New Jersey
$607K – – –
PFGIA
1180
Patriot Financial Group Insurance Agency
Massachusetts
$605K -$199K -2,166 -26%
CC
1181
Cadinha & Co
Hawaii
$604K – – –
MWM
1182
Mattern Wealth Management
Kansas
$604K +$18.4K +200 +3%
PP
1183
Palladium Partners
Virginia
$602K -$552 -6 -0.1%
MCCP
1184
Mission Creek Capital Partners
California
$602K +$184 +2 +0%
ZCA
1185
Zeke Capital Advisors
Pennsylvania
$602K +$553K +6,012 New
CA
1186
Commerzbank Aktiengesellschaft
Germany
$600K – – –
BPC
1187
Banque Pictet & Cie
Switzerland
$600K +$552K +6,000 New
BDF
1188
Balasa Dinverno & Foltz
$598K +$143K +1,554 +35%
RCAG
1189
Rehmann Capital Advisory Group
Michigan
$597K -$15K -163 -3%
MCM
1190
Murphy Capital Management
New Jersey
$596K +$13.8K +150 +3%
NAM
1191
NTV Asset Management
West Virginia
$596K +$37K +402 +7%
ACA
1192
Anchor Capital Advisors
Massachusetts
$589K – – –
RSWM
1193
Robertson Stephens Wealth Management
California
$589K +$7.63K +83 +1%
E
1194
Ergoteles
New York
$587K -$410K -4,460 -43%
NCM
1195
Neumann Capital Management
California
$587K – – –
SW
1196
SlateStone Wealth
Florida
$587K +$85.1K +925 +19%
MLA
1197
My Legacy Advisors
Oregon
$587K +$540K +5,873 New
WA1
1198
Wimmer Associates 1
California
$585K +$184 +2 +0%
HWAM
1199
Hennion & Walsh Asset Management
New Jersey
$584K -$246K -2,671 -31%
MCM
1200
Monument Capital Management
Virginia
$584K -$98.3K -1,069 -15%
46 47
48
49 50