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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Private Trust Company
Ohio
$544K -$7.73K -602 -1%
BCP
702
Blue Chip Partners
Michigan
$544K -$27.7K -2,156 -4%
RWA
703
Redmont Wealth Advisors
Illinois
$542K +$79K +6,150 +15%
ICG
704
InterOcean Capital Group
Tennessee
$537K +$12.8K +996 +2%
Capstone Investment Advisors
705
Capstone Investment Advisors
New York
$533K -$5.02M -390,831 -90%
NFSG
706
Newbridge Financial Services Group
Florida
$531K +$19.7K +1,532 +3%
VHAM
707
Van Hulzen Asset Management
California
$528K +$38.5K +3,000 +7%
EWA
708
Etesian Wealth Advisors
Oregon
$525K +$580K +45,147 New
ISL
709
Ingalls & Snyder LLC
New York
$524K +$579K +45,075 New
EFS
710
Essex Financial Services
Connecticut
$523K -$70.1K -5,460 -11%
CCA
711
Checchi Capital Advisers
California
$522K +$33.4K +2,597 +6%
MCM
712
Mainstay Capital Management
Michigan
$521K -$545K -42,456 -49%
AA
713
ALPS Advisors
Colorado
$520K -$46.1K -3,589 -7%
EWS
714
Evergreen Wealth Solutions
Pennsylvania
$518K +$49.3K +3,841 +9%
WF
715
Welch & Forbes
Massachusetts
$516K +$406K +31,600 +248%
CRIG
716
Charter Research & Investment Group
Connecticut
$516K
RSWM
717
Robertson Stephens Wealth Management
California
$514K -$172K -13,407 -23%
EWA
718
EP Wealth Advisors
California
$512K -$76.9K -5,985 -12%
MGAM
719
McGowan Group Asset Management
Texas
$509K +$424 +33 +0.1%
LOAMS
720
Lombard Odier Asset Management (Switzerland)
Switzerland
$509K +$67.5K +5,257 +14%
FMAEN1
721
Fund Management at Engine No 1
California
$506K +$70.7K +5,505 +14%
CAM
722
Carret Asset Management
New York
$505K -$32.1K -2,497 -5%
MYLI
723
Meiji Yasuda Life Insurance
Japan
$503K +$556K +43,247 New
CG
724
Caprock Group
Idaho
$503K +$7.31K +569 +1%
OFG
725
Oxford Financial Group
Indiana
$501K +$27.1K +2,107 +5%