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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1751
Caldwell Trust
Florida
$142K – – –
SAM
1752
S.A. Mason
Michigan
$140K +$137K +394 New
DIP
1753
DT Investment Partners
Pennsylvania
$133K – – –
C
1754
Covestor
United Kingdom
$132K -$225K -647 -63%
PPC
1755
Park Place Capital
Alabama
$131K +$118K +341 +1,218%
GSWM
1756
Golden State Wealth Management
California
$128K – – –
HWP
1757
Highline Wealth Partners
California
$128K +$115K +332 +1,186%
EPIM
1758
Evelyn Partners Investment Management
$128K – – –
KB
1759
Kimelman & Baird
New York
$126K – – –
LWCFA
1760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$125K – – –
SGK
1761
Steigerwald Gordon & Koch
Virginia
$125K – – –
GEA
1762
Glen Eagle Advisors
New Jersey
$124K – – –
DJSG
1763
D.J. St. Germain
Massachusetts
$124K – – –
EPIME
1764
Evelyn Partners Investment Management (Europe)
$120K – – –
GKIM
1765
GW&K Investment Management
Massachusetts
$120K +$11.8K +34 +11%
WA
1766
Whipplewood Advisors
Colorado
$119K +$10.4K +30 +10%
GAA
1767
Global Assets Advisory
Florida
$118K +$115K +331 New
TIAA Trust, National Association
1768
TIAA Trust, National Association
North Carolina
$118K -$1.91M -5,514 -94%
YAL
1769
Your Advocates Ltd
Texas
$118K – – –
BW
1770
Bravera Wealth
North Dakota
$113K – – –
PMFA
1771
Plante Moran Financial Advisors
Michigan
$112K +$45.8K +132 +72%
HBW
1772
Hazlett, Burt & Watson
West Virginia
$111K – – –
KFA
1773
Kelleher Financial Advisors
New York
$110K – – –
AIA
1774
Aventus Investment Advisors
Florida
$109K – – –
CSB
1775
City State Bank
Iowa
$108K – – –