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HAS

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
501
Global Retirement Partners
California
$20K – – –
DWM
502
Doyle Wealth Management
Florida
$20K +$23.3K +250 New
PAMU
503
Pictet Asset Management (UK)
United Kingdom
$18.1K +$5.61M +60,362 +37%
FPFS
504
First Personal Financial Services
North Carolina
$18K -$6.88K -74 -25%
GWM
505
Geneos Wealth Management
Colorado
$18K – – –
BWM
506
Baystate Wealth Management
Massachusetts
$18K +$186 +2 +1%
CIM
507
Contravisory Investment Management
Massachusetts
$16K – – –
HT
508
Heritage Trust
Oklahoma
$16K – – –
RFA
509
Reilly Financial Advisors
California
$16K – – –
WAS
510
WESPAC Advisors SoCal
California
$16K – – –
WT
511
Whittier Trust
California
$16K +$18.6K +200 New
GAM
512
Gemmer Asset Management
California
$14K – – –
HFM
513
Hartford Financial Management
Connecticut
$14K – – –
HWA
514
Heritage Wealth Advisors
Virginia
$14K – – –
ACM
515
AUA Capital Management
Pennsylvania
$12K – – –
CFA
516
Carroll Financial Associates
North Carolina
$12K – – –
CWM
517
Cranbrook Wealth Management
Michigan
$12K – – –
FCB
518
First Command Bank
Texas
$11K – – –
FCFS
519
First Command Financial Services
Texas
$11K – – –
LPWM
520
Lake Point Wealth Management
Texas
$11K +$12.4K +133 New
RE
521
RBC Europe
United Kingdom
$10.6K – – –
CWA
522
Clarus Wealth Advisors
Arizona
$10K +$93 +1 +0.8%
BRC
523
Bell Rock Capital
Delaware
$9K – – –
MWM
524
Mascoma Wealth Management
New Hampshire
$9K – – –
RT
525
Rockland Trust
Massachusetts
$9K +$10.3K +111 New
19 20
21
22 23