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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
651
Wimmer Associates 1
California
$339K -$20.4K -135 -6%
RIM
652
Rampart Investment Management
Connecticut
$339K -$17.4K -115 -5%
CTA
653
Colonial Trust Advisors
South Carolina
$337K – – –
IA
654
IFP Advisors
Florida
$332K +$328K +2,174 New
DT
655
Diversified Trust
Tennessee
$330K – – –
FT
656
Fiduciary Trust
Massachusetts
$329K +$321K +2,123 New
PWMAG
657
Pinnacle Wealth Management Advisory Group
New Jersey
$327K +$24.2K +160 +8%
EGA
658
E&G Advisors
Texas
$325K – – –
GWCM
659
Godshalk Welsh Capital Management
Pennsylvania
$325K – – –
HSA
660
HBK Sorce Advisory
Pennsylvania
$319K +$9.06K +60 +3%
DLA
661
Douglas Lane & Associates
New York
$315K +$15.1K +100 +5%
SWMG
662
Sanchez Wealth Management Group
Florida
$314K – – –
CC
663
Cadinha & Co
Hawaii
$310K – – –
CA
664
Callahan Advisors
Texas
$310K – – –
MCM
665
Mainstay Capital Management
Michigan
$310K – – –
MBTD
666
Mechanics Bank - Trust Department
California
$310K – – –
OC
667
Oarsman Capital
Wisconsin
$310K – – –
PCM
668
Prelude Capital Management
New York
$310K +$97.1K +643 +47%
CPIA
669
Cornell Pochily Investment Advisors
New York
$310K +$302K +2,000 New
BEC
670
Blue Edge Capital
Virginia
$310K – – –
MERSOM
671
Municipal Employees' Retirement System of Michigan
Michigan
$304K +$4.53K +30 +2%
WJWM
672
Williams Jones Wealth Management
New York
$304K +$297K +1,964 New
PTC
673
Private Trust Company
Ohio
$303K -$2.72K -18 -0.9%
WP
674
WMS Partners
Maryland
$302K +$3.02K +20 +1%
LSAG
675
Lake Street Advisors Group
New Hampshire
$302K +$12.2K +81 +4%