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Name Holding Trade Value Shares
Change
Change in
Stake
WJA
676
Williams Jones & Associates
New York
$225K +$220K +1,308 New
DHFB
677
Dixon Hubard Feinour & Brown
Virginia
$224K – – –
III
678
Independent Investors Inc
New York
$224K – – –
BWA
679
Burt Wealth Advisors
Maryland
$223K – – –
VC
680
Voit & Company
Wisconsin
$221K -$11.1K -66 -5%
BFA
681
Beaumont Financial Advisors
Massachusetts
$219K – – –
CL
682
CPWM LLC
Washington
$219K – – –
TSW
683
Thompson Siegel & Walmsley
Virginia
$219K +$1.01K +6 +0.5%
LWM
684
Lenox Wealth Management
Ohio
$219K +$71.9K +428 +51%
BRWA
685
B. Riley Wealth Advisors
Florida
$217K -$13.3K -79 -6%
FMTC
686
Farmers & Merchants Trust Company
California
$216K – – –
DAS
687
Dynamic Advisor Solutions
Arizona
$216K +$210K +1,251 New
KWMG
688
King Wealth Management Group
Florida
$215K – – –
CCP
689
Cardan Capital Partners
Colorado
$214K -$145K -862 -41%
PCM
690
Palisade Capital Management
New Jersey
$213K – – –
DY
691
Dowling & Yahnke
California
$212K +$207K +1,233 New
RCAG
692
Rehmann Capital Advisory Group
Michigan
$212K +$27.9K +166 +16%
TCB
693
Texas Capital Bancshares
Texas
$210K +$204K +1,214 New
EHC
694
Everett Harris & Co
California
$210K +$205K +1,221 New
BJL
695
Brighton Jones LLC
Washington
$209K -$198K -1,180 -49%
BAM
696
Bruderman Asset Management
New York
$209K -$87.2K -519 -30%
LIM
697
Leavell Investment Management
Alabama
$208K +$203K +1,209 New
MSFP
698
Mark Sheptoff Financial Planning
Connecticut
$207K – – –
HL
699
HeadInvest LLC
Maine
$207K +$202K +1,200 New
BWP
700
Bernardo Wealth Planning
Pennsylvania
$205K +$200K +1,191 New