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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
651
Personal Capital Advisors
California
$234K +$222K +11,247 New
DDPIC
652
Deroy & Devereaux Private Investment Counsel
Michigan
$233K -$12.7M -642,206 -98%
HB
653
Homrich & Berg
Georgia
$232K +$221K +11,165 New
MIAN
654
Mariner Independent Advisor Network
Kansas
$231K -$2.59K -131 -1%
NSIM
655
North Star Investment Management
Illinois
$230K +$20 +1 +0%
GCM
656
Gables Capital Management
Florida
$229K -$6.92K -350 -3%
BBHC
657
Brown Brothers Harriman & Co
New York
$229K -$653 -33 -0.3%
CCFM
658
Clear Creek Financial Management
Washington
$227K +$216K +10,903 New
BWM
659
BigSur Wealth Management
Florida
$226K – – –
PMG
660
ProVise Management Group
Florida
$226K +$215K +10,875 New
WF
661
Welch & Forbes
Massachusetts
$222K -$4.47K -226 -2%
AW
662
Alpha Windward
Massachusetts
$221K -$65.5K -3,311 -24%
CWM
663
Cedar Wealth Management
California
$221K – – –
MHIC
664
Marble Harbor Investment Counsel
Massachusetts
$220K +$210K +10,592 New
MSAM
665
Moloney Securities Asset Management
Missouri
$218K -$1.27K -64 -0.6%
CWS
666
Cypress Wealth Services
California
$218K +$1.44K +73 +0.7%
GVAG
667
Great Valley Advisor Group
Delaware
$217K – – –
KFA
668
Kays Financial Advisory
Georgia
$217K +$831 +42 +0.4%
ACP
669
Ashfield Capital Partners
California
$216K – – –
Fisher Asset Management
670
Fisher Asset Management
Washington
$216K +$206K +10,394 New
CG
671
Caprock Group
Idaho
$215K -$219K -11,052 -52%
BHWM
672
Bar Harbor Wealth Management
New Hampshire
$215K -$54.9K -2,774 -21%
MMPW
673
Mitchell McLeod Pugh & Williams
Alabama
$215K -$19.9K -1,005 -9%
BSPF
674
British Steel Pension Fund
United Kingdom
$213K -$222K -11,213 -52%
AFC
675
AFT Forsyth & Company
Florida
$213K -$75.7K -3,825 -27%