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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
476
Williams Jones Wealth Management
New York
$750K -$70.9K -397 -8%
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$749K -$104K -583 -12%
PHS
478
Pekin Hardy Strauss
Illinois
$747K
CA
479
Cullinan Associates
Kentucky
$746K +$143K +800 +23%
MIM
480
Meixler Investment Management
Arizona
$744K +$308K +1,725 +67%
S
481
SimplyRich
California
$739K +$1.07K +6 +0.1%
FANJ
482
Financial Architects (New Jersey)
New Jersey
$737K +$5.89K +33 +0.8%
GC
483
Grimes & Company
Massachusetts
$728K -$17.7K -99 -2%
EFS
484
Essex Financial Services
Connecticut
$727K +$3.93K +22 +0.5%
SIAP
485
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$724K -$31.2K -175 -4%
CT
486
Caldwell Trust
Florida
$721K -$21.8K -122 -3%
FNT
487
First National Trust
Pennsylvania
$697K +$47.8K +268 +7%
BL
488
Balentine LLC
Georgia
$694K +$125K +700 +21%
CA
489
Cetera Advisors
Colorado
$690K -$55.7K -312 -7%
PA
490
Parallel Advisors
California
$690K -$25.2K -141 -3%
AC
491
Addison Capital
Pennsylvania
$685K -$9.46K -53 -1%
RSWM
492
Robertson Stephens Wealth Management
California
$683K +$291K +1,632 +71%
NFGCM
493
Norman Fields Gottscho Capital Management
New York
$681K -$49.1K -275 -7%
PGWM
494
Pitti Group Wealth Management
New York
$677K +$137K +767 +24%
GT
495
Greenleaf Trust
Michigan
$676K +$109K +612 +19%
EVM
496
Evelyn V. Moreno
$673K -$44.6K -250 -6%
WSTAM
497
Wilbanks Smith & Thomas Asset Management
Virginia
$672K +$1.07K +6 +0.2%
CG
498
Caprock Group
Idaho
$664K +$83.7K +469 +14%
WA1
499
Wimmer Associates 1
California
$663K
SWM
500
Salvus Wealth Management
New Jersey
$660K +$15.7K +88 +2%