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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1351
Schechter Investment Advisors
Michigan
$689K +$218K +1,671 +46%
FBC
1352
Fairfield, Bush & Co
Connecticut
$687K +$13K +100 +2%
PCS
1353
Personal CFO Solutions
New Jersey
$686K -$212K -1,626 -24%
BWM
1354
BerganKDV Wealth Management
Minnesota
$685K -$63.1K -484 -8%
CWM
1355
Cranbrook Wealth Management
Michigan
$685K +$9.91K +76 +1%
BST
1356
Bath Savings Trust
Maine
$684K +$95.9K +735 +16%
AP
1357
Atwood & Palmer
Missouri
$683K -$71.1K -545 -9%
PMFA
1358
Plante Moran Financial Advisors
Michigan
$682K -$93.6K -718 -12%
WP
1359
WealthSource Partners
California
$681K +$19.8K +152 +3%
9WM
1360
9258 Wealth Management
Ohio
$681K +$66.3K +508 +11%
SWA
1361
Sax Wealth Advisors
New Jersey
$680K -$86.7K -665 -11%
SB
1362
Sunflower Bank
Texas
$679K +$86.1K +660 +14%
CHJWM
1363
Carlton Hofferkamp & Jenks Wealth Management
Texas
$678K +$41.1K +315 +6%
DTC
1364
Davidson Trust Company
Washington
$676K -$265K -2,030 -28%
CHP
1365
Cable Hill Partners
Oregon
$676K -$7.43K -57 -1%
4WM
1366
44 Wealth Management
Oregon
$674K -$862K -6,612 -56%
TWM
1367
Thrive Wealth Management
Pennsylvania
$672K +$251K +1,921 +59%
PC
1368
Port Capital
Illinois
$671K – – –
PPP
1369
Private Portfolio Partners
New Jersey
$671K +$240K +1,839 +55%
ZB
1370
Zions Bancorporation
Utah
$670K -$185K -1,416 -22%
EA
1371
Emerald Advisors
Washington
$666K +$27.9K +214 +4%
Verition Fund Management
1372
Verition Fund Management
Connecticut
$665K -$2.64M -20,261 -80%
CCM
1373
Cullen Capital Management
New York
$663K – – –
JFL
1374
Jarislowsky, Fraser Ltd
Quebec, Canada
$663K +$78.2K +600 +13%
BAM
1375
Barrett Asset Management
New York
$656K -$55.8K -428 -8%