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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1476
Empirical Wealth Management
Washington
$567K -$4.01K -42 -0.6%
SOAMC
1477
Spirit of America Management Corp
New York
$567K
VNA
1478
VNBTrust National Association
Virginia
$566K -$98.8K -1,035 -13%
AWM
1479
Aries Wealth Management
Maine
$566K +$693K +7,258 New
BW
1480
Bison Wealth
Georgia
$565K -$275K -2,878 -30%
HWA
1481
HCR Wealth Advisors
California
$565K +$8.78K +92 +1%
NI
1482
Numeric Investors
Massachusetts
$565K +$646K +6,761 New
RPA
1483
Rock Point Advisors
Vermont
$564K -$5.73K -60 -0.9%
BGC
1484
Blue Granite Capital
South Carolina
$561K -$820K -8,590 -56%
BA
1485
Birinyi Associates
Connecticut
$557K +$10.9K +114 +2%
WCM
1486
Windsor Capital Management
Arizona
$555K -$120K -1,254 -16%
IIM
1487
Ironwood Investment Management
Massachusetts
$555K
WPW
1488
Winthrop Partners - WNY
New York
$554K +$739K +7,743 New
HPCM
1489
High Pointe Capital Management
Illinois
$553K -$186K -1,951 -23%
HTHT
1490
Hemenway Trust Hemenway Trust
New Hampshire
$547K -$46.3K -485 -7%
CWA
1491
Cypress Wealth Advisors
California
$547K +$69.1K +724 +12%
PAM
1492
Pegasus Asset Management
New York
$546K +$623K +6,525 New
MCM
1493
Moore Capital Management
New York
$545K +$623K +6,520 New
IC
1494
Inverness Counsel
New York
$543K -$5.13M -53,772 -89%
WA
1495
Wealth Architects
California
$543K -$43.7K -458 -7%
SCA
1496
Sippican Capital Advisors
Massachusetts
$542K -$48.4K -507 -7%
OAM
1497
Oak Asset Management
California
$542K +$619K +6,484 New
HFA
1498
High Falls Advisors
New York
$541K -$60.5K -634 -9%
ACC
1499
Accident Compensation Corp
New Zealand
$541K +$618K +6,469 New
MCM
1500
McRae Capital Management
New Jersey
$540K -$4.53M -47,401 -88%