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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1101
Private Wealth Strategies
Ohio
$272K +$6.18K +325 +2%
AC
1102
Abbrea Capital
California
$272K +$95.1K +5,000 +45%
VCP
1103
Verus Capital Partners
Arizona
$272K +$356K +18,735 New
SC
1104
Saturna Capital
Washington
$271K +$304K +16,000 New
SPWM
1105
Straight Path Wealth Management
Michigan
$271K +$304K +16,000 New
GG
1106
Gofen & Glossberg
Illinois
$270K +$41.8K +2,200 +16%
MPW
1107
MA Private Wealth
California
$269K – – –
CCB
1108
Country Club Bank
Missouri
$269K +$296K +15,561 New
GT
1109
Glenview Trust
Kentucky
$269K +$302K +15,904 New
RG
1110
Rathbones Group
United Kingdom
$267K +$9.51K +500 +3%
EI
1111
Ethic Inc
New York
$267K +$25.9K +1,362 +9%
AMBIA
1112
Allen Mooney & Barnes Investment Advisors
Georgia
$267K +$300K +15,772 New
BLC
1113
Brown, Lisle/Cummings
Rhode Island
$266K -$35.7K -1,875 -11%
HT
1114
HighTower Trust
Texas
$265K – – –
TWI
1115
Thomas White International
Illinois
$265K – – –
GWM
1116
Graybill Wealth Management
Illinois
$265K +$3.8K +200 +1%
FAG
1117
Fortitude Advisory Group
Washington
$265K +$40.8K +2,147 +16%
FCM
1118
Firestone Capital Management
Florida
$264K -$51K -2,682 -15%
ACP
1119
Aveo Capital Partners
Colorado
$264K +$47.4K +2,491 +19%
BCMLT
1120
Beacon Capital Management LLC (Tennessee)
Tennessee
$264K +$297K +15,636 New
VA
1121
Valmark Advisers
Ohio
$263K -$40.9K -2,149 -12%
GKWIM
1122
Gerber Kawasaki Wealth & Investment Management
California
$263K +$24.1K +1,268 +9%
AIL
1123
AGF Investments LLC
Ontario, Canada
$263K +$295K +15,540 New
CA
1124
Claro Advisors
Massachusetts
$261K – – –
TLP
1125
Trinity Legacy Partners
Texas
$259K +$28.9K +1,521 +11%