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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
851
Jacobi Capital Management
Pennsylvania
$544K +$27.4K +125 +5%
MMPW
852
Mitchell McLeod Pugh & Williams
Alabama
$539K – – –
SEC
853
Seven Eight Capital
New York
$534K -$1.51M -6,900 -73%
JIC
854
Johnson Investment Counsel
Ohio
$534K -$110K -503 -16%
LWP
855
Laurel Wealth Planning
Minnesota
$527K +$11K +50 +2%
WP
856
Wedgewood Partners
Missouri
$521K – – –
RWM
857
Rench Wealth Management
Texas
$519K +$1.1K +5 +0.2%
GBA
858
Garrison Bradford & Associates
New York
$516K – – –
CG
859
Colony Group
Massachusetts
$513K -$92.7K -423 -15%
OPA
860
Old Port Advisors
Maine
$513K – – –
IAN
861
Integrated Advisors Network
Texas
$513K +$21.5K +98 +4%
TF
862
Tompkins Financial
New York
$513K +$539K +2,460 New
CIC
863
Crawford Investment Counsel
Georgia
$510K – – –
CF
864
Copperwynd Financial
Arizona
$510K +$12.9K +59 +2%
EFS
865
Essex Financial Services
Connecticut
$509K -$55.9K -255 -9%
EWA
866
EP Wealth Advisors
California
$509K +$8.55K +39 +2%
IFAM
867
Institutional & Family Asset Management
Colorado
$508K +$877 +4 +0.2%
CCA
868
Checchi Capital Advisers
California
$508K +$26.3K +120 +5%
1SB
869
1ST Source Bank
Indiana
$507K +$26.7K +122 +5%
BPCE
870
Bank Pictet & Cie (Europe)
Germany
$506K -$209K -955 -28%
AAS
871
Avantax Advisory Services
Texas
$501K -$82K -374 -13%
ACP
872
Ashfield Capital Partners
California
$499K – – –
MLL
873
Moody Lynn & Lieberson
Massachusetts
$499K – – –
MAFM
874
Mid Atlantic Financial Management
Pennsylvania
$495K -$28.9K -132 -5%
MMA
875
Miracle Mile Advisors
California
$492K +$111K +508 +27%