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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
1076
Michael J. Puzo
$463K
CWM
1077
Connecticut Wealth Management
Connecticut
$460K -$43.1K -171 -9%
MMPW
1078
Mitchell McLeod Pugh & Williams
Alabama
$459K -$22.7K -90 -5%
RF
1079
Rossby Financial
Florida
$458K -$27.2K -108 -5%
BFA
1080
Beaumont Financial Advisors
Massachusetts
$458K -$79.4K -315 -15%
VWM
1081
Venturi Wealth Management
Texas
$455K -$372K -1,474 -45%
GLF
1082
Groupe la Francaise
France
$455K
LIM
1083
Loudon Investment Management
New Hampshire
$453K
SP
1084
Stonebrook Private
Michigan
$452K +$97.6K +387 +28%
SB
1085
Simmons Bank
Arkansas
$447K -$1.51K -6 -0.3%
MA
1086
MJP Associates
Connecticut
$446K -$33.5K -133 -7%
TBNY
1087
Trustco Bank (New York)
New York
$446K
VWM
1088
Vermillion Wealth Management
Minnesota
$444K +$252 +1 +0.1%
KCIC
1089
Kuhn & Co Investment Counsel
Illinois
$444K
HC
1090
Hamilton Capital
Ohio
$441K +$125K +494 +40%
LCM
1091
Logan Capital Management
Pennsylvania
$440K
CAMG
1092
CWA Asset Management Group
Florida
$435K -$19.7K -78 -4%
HIS
1093
Harvest Investment Services
Illinois
$430K -$13.6K -54 -3%
TAM
1094
Tocqueville Asset Management
New York
$430K +$58K +230 +16%
EWM
1095
Echo Wealth Management
Minnesota
$427K +$63K +250 +17%
LRIC
1096
Long Road Investment Counsel
Michigan
$426K
SWM
1097
Segment Wealth Management
Texas
$424K -$13.9K -55 -3%
WAP
1098
Wealthcare Advisory Partners
Pennsylvania
$423K +$121K +480 +40%
NFG
1099
Nations Financial Group
Iowa
$420K +$2.27K +9 +0.5%
PCA
1100
Pallas Capital Advisors
Massachusetts
$419K +$197K +780 +90%