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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
426
Johnson Investment Counsel
Ohio
$484K +$6.88K +135 +1%
AP
427
Advisor Partners
California
$479K +$22.8K +447 +5%
HA
428
Hamel Associates
New Jersey
$473K -$274K -5,380 -36%
EIM
429
Emerson Investment Management
Massachusetts
$466K – – –
PL
430
Parkwood LLC
Ohio
$466K +$42.8K +839 +10%
HPC
431
HM Payson & Co
Maine
$465K +$9.99K +196 +2%
WA
432
WealthTrust Axiom
Pennsylvania
$459K +$10.3K +203 +2%
AI
433
ArchPoint Investors
Florida
$455K +$14.3K +280 +3%
FHA
434
First Horizon Advisors
Tennessee
$454K +$66.2K +1,299 +17%
UAS
435
United Asset Strategies
New York
$452K +$456K +8,955 New
CFMC
436
Curbstone Financial Management Corp
New Hampshire
$448K +$453K +8,885 New
OA
437
Oxbow Advisors
Texas
$445K -$8.97K -176 -2%
SCM
438
SOL Capital Management
Maryland
$441K – – –
DAM
439
Delta Asset Management
Tennessee
$441K +$10.2K +200 +2%
EFS
440
Essex Financial Services
Connecticut
$437K -$64K -1,256 -13%
UR
441
USCA RIA
Texas
$430K +$109K +2,140 +34%
TAM
442
Trillium Asset Management
Massachusetts
$426K -$35.1K -689 -8%
PFS
443
Prospera Financial Services
Texas
$425K -$27.4K -538 -6%
AWMF
444
Arbor Wealth Management (Florida)
Florida
$425K +$441K +8,652 New
FANJ
445
Financial Architects (New Jersey)
New Jersey
$424K +$67K +1,314 +18%
IB
446
Intrust Bank
Kansas
$422K -$47.2K -926 -10%
BT
447
Beacon Trust
New Jersey
$422K -$27.5K -540 -6%
SI
448
SII Investments
Wisconsin
$413K -$328K -6,440 -44%
GD
449
Grandfield & Dodd
New York
$410K -$90.5K -1,775 -18%
PWP
450
Private Wealth Partners
California
$410K +$159K +3,120 +62%