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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
851
Carderock Capital Management
Maryland
$347K -$2.18M -13,152 -85%
UIA
852
Ulland Investment Advisors
Minnesota
$347K +$4.15K +25 +1%
PL
853
Pluribus Labs
California
$347K +$375K +2,260 New
SWA
854
SFMG Wealth Advisors
Texas
$346K +$373K +2,249 New
BFEC
855
Benjamin F. Edwards & Company
Missouri
$345K +$36.2K +218 +11%
MJP
856
Michael J. Puzo
$342K
EVM
857
Evelyn V. Moreno
$339K +$366K +2,205 New
MC
858
Moors & Cabot
Massachusetts
$338K -$3.98K -24 -1%
PHIC
859
Pine Haven Investment Counsel
Massachusetts
$338K +$78.8K +475 +28%
MWM
860
Modera Wealth Management
New Jersey
$337K -$2.16K -13 -0.6%
WPW
861
Waldron Private Wealth
Pennsylvania
$336K -$58.5K -353 -14%
BHWM
862
Bar Harbor Wealth Management
New Hampshire
$335K +$361K +2,177 New
WI
863
Wintrust Investments
Illinois
$333K -$24K -145 -6%
EWM
864
Echo Wealth Management
Minnesota
$330K
NRS
865
Neville Rodie & Shaw
New York
$329K
BPCE
866
Bank Pictet & Cie (Europe)
Germany
$328K -$107K -646 -23%
BOM
867
Bank of Marin
California
$326K -$29K -175 -8%
CCB
868
Country Club Bank
Missouri
$322K +$29.7K +179 +9%
WOC
869
West Oak Capital
California
$314K
VV
870
Verity & Verity
South Carolina
$312K
YIH
871
Y-Intercept (HK)
Hong Kong
$312K +$336K +2,026 New
VWM
872
Venturi Wealth Management
Texas
$312K +$337K +2,031 New
PTC
873
Private Trust Company
Ohio
$310K -$4.81K -29 -1%
QCM
874
Quantinno Capital Management
New York
$309K -$86.1K -519 -21%
FFA
875
First Foundation Advisors
California
$309K -$2.49K -15 -0.7%