Name Holding Trade Value Shares
Change
Change in
Stake
IC
626
Intersect Capital
California
$807K +$56.3K +1,089 +8%
JWM
627
JGP Wealth Management
Oregon
$803K +$3.72K +72 +0.5%
RWA
628
Ropes Wealth Advisors
Massachusetts
$800K -$256K -4,959 -25%
CAAS
629
Capital Asset Advisory Services
Michigan
$795K +$841K +16,284 New
CDH
630
Charles D. Hyman
$793K +$13.3K +258 +2%
BCM
631
Brookmont Capital Management
Texas
$787K -$80.7K -1,562 -10%
WJWM
632
Williams Jones Wealth Management
New York
$785K -$271K -5,243 -27%
HFBOT
633
Home Federal Bank of Tennessee
Tennessee
$785K +$36.9K +715 +5%
CS
634
Comerica Securities
Michigan
$779K +$62.9K +1,217 +9%
PT
635
Plimoth Trust
Massachusetts
$767K -$22.2K -430 -3%
NEI
636
Northwest & Ethical Investments
Ontario, Canada
$763K – – –
PIA
637
Piedmont Investment Advisors
North Carolina
$763K +$123K +2,381 +21%
DWA
638
Douglass Winthrop Advisors
New York
$756K -$36K -696 -5%
WWM
639
Windsor Wealth Management
Indiana
$756K +$195K +3,767 +37%
UAS
640
United Asset Strategies
New York
$754K +$712K +13,783 New
HAM
641
Highstreet Asset Management
Ontario, Canada
$750K -$306K -5,914 -30%
NAM
642
NTV Asset Management
West Virginia
$750K +$98.5K +1,907 +16%
PIM
643
Penobscot Investment Management
Massachusetts
$749K – – –
TAIM
644
TD Ameritrade Investment Management
Nebraska
$744K +$44.5K +861 +7%
LFAS
645
Level Four Advisory Services
Texas
$744K +$124K +2,392 +21%
CPA
646
Cowen Prime Advisors
New York
$742K – – –
MSAM
647
Moloney Securities Asset Management
Missouri
$742K +$141K +2,735 +25%
AC
648
Addison Capital
Pennsylvania
$739K -$28.3K -547 -4%
CHJWM
649
Carlton Hofferkamp & Jenks Wealth Management
Texas
$734K +$229K +4,437 +40%
BI
650
Bramshill Investments
Florida
$731K +$690K +13,361 New