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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1351
Halbert Hargrove Global Advisors
California
$291K -$1.38K -17 -0.5%
HAIM
1352
Hunter Associates Investment Management
Pennsylvania
$290K +$20.2K +250 +7%
PHK
1353
Point72 Hong Kong
Hong Kong
$290K +$297K +3,672 New
BWM
1354
Biltmore Wealth Management
Arizona
$288K +$162 +2 +0.1%
C
1355
CFO4Life
Texas
$284K -$8.9K -110 -3%
MCM
1356
MV Capital Management
Maryland
$283K -$39.4K -487 -12%
BBI
1357
Baxter Bros Inc
Connecticut
$282K – – –
SFA
1358
Staton Financial Advisors
North Carolina
$278K +$285K +3,528 New
MSR
1359
Main Street Research
Connecticut
$277K -$24.3K -300 -8%
QI
1360
Quotient Investors
New York
$276K -$364K -4,500 -56%
PIA
1361
Peachtree Investment Advisors
Georgia
$276K – – –
WA
1362
Wealth Architects
California
$276K – – –
HB
1363
Homrich & Berg
Georgia
$274K +$27.9K +345 +11%
CWA
1364
Cypress Wealth Advisors
California
$271K -$66K -816 -19%
MCM
1365
McRae Capital Management
New Jersey
$267K – – –
NAM
1366
NTV Asset Management
West Virginia
$266K +$40.5K +500 +17%
SWM
1367
SVA Wealth Management
Wisconsin
$265K – – –
CC
1368
Cannell & Co
New York
$264K -$459K -5,670 -63%
BOH
1369
Bank of Hawaii
Hawaii
$264K +$728 +9 +0.3%
BW
1370
Bison Wealth
Georgia
$264K +$14.2K +176 +6%
FFA
1371
First Foundation Advisors
California
$264K +$33.7K +417 +14%
WPW
1372
Waldron Private Wealth
Pennsylvania
$264K +$81.2K +1,003 +43%
PP
1373
Palladium Partners
Virginia
$261K -$23.1K -285 -8%
NB
1374
Nicolet Bankshares
Wisconsin
$260K -$1.01M -12,539 -79%
KP
1375
Keel Point
Alabama
$258K +$77.9K +963 +42%