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Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
1626
P.J. Schmidt Investment Management (PJS)
Wisconsin
$718K – – –
CCA
1627
Conservest Capital Advisors
Pennsylvania
$717K -$627K -7,742 -48%
JAM
1628
Jupiter Asset Management
United Kingdom
$711K +$433K +5,347 +173%
SC
1629
Searle & Co
Connecticut
$710K -$50.5K -624 -7%
DW
1630
Domani Wealth
Pennsylvania
$710K -$25.3K -313 -4%
S
1631
Seeyond
France
$709K -$74.3K -918 -10%
BWAM
1632
Boyd Watterson Asset Management
Ohio
$709K +$351K +4,341 +107%
ITIM
1633
Indiana Trust & Investment Management
Indiana
$708K -$119K -1,464 -15%
UAS
1634
United Asset Strategies
New York
$707K -$25.3K -312 -4%
CG
1635
CFO4Life Group
Texas
$707K +$10.9K +135 +2%
HHGA
1636
Halbert Hargrove Global Advisors
California
$705K +$18.1K +223 +3%
PMFA
1637
Plante Moran Financial Advisors
Michigan
$704K -$157K -1,945 -19%
TFS
1638
Thoroughbred Financial Services
Tennessee
$704K -$64.8K -800 -9%
SA
1639
Strategic Advisors
New York
$702K -$111K -1,373 -15%
NA
1640
Navellier & Associates
Nevada
$702K – – –
CM
1641
CoreCommodity Management
Connecticut
$699K +$11.7K +145 +2%
GRQ
1642
Gardner Russo & Quinn
Pennsylvania
$698K -$57.2K -706 -8%
CPA
1643
Court Place Advisors
Maryland
$697K -$7.29K -90 -1%
ANB
1644
Amarillo National Bank
Texas
$697K -$3.97K -49 -0.6%
BWCS
1645
Beirne Wealth Consulting Services
Connecticut
$696K +$40K +494 +6%
BCM
1646
Bourgeon Capital Management
Connecticut
$695K -$2.09M -25,833 -76%
MRCM
1647
M&R Capital Management
New Jersey
$694K -$382K -4,715 -36%
DAC
1648
Dividend Assets Capital
South Carolina
$694K -$3.4K -42 -0.5%
CPC
1649
Congress Park Capital
New York
$693K -$256K -3,165 -28%
SSWM
1650
Sheets Smith Wealth Management
North Carolina
$693K -$21.9K -270 -3%