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Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1526
Relative Value Partners Group
$278K +$270K +2,113 New
GWS
1527
Glassman Wealth Services
Virginia
$275K -$5.24K -41 -2%
OBWP
1528
O'Brien Wealth Partners
Massachusetts
$275K
PHAM
1529
Palisades Hudson Asset Management
Florida
$275K
VCM
1530
Violich Capital Management
California
$274K -$64.1K -502 -21%
HBWM
1531
Hollow Brook Wealth Management
New York
$274K +$6K +47 +3%
HPWM
1532
Highland Private Wealth Management
Washington
$274K +$243K +1,900 New
BCAM
1533
Boston Common Asset Management
Massachusetts
$273K -$26.7K -209 -10%
HHGA
1534
Halbert Hargrove Global Advisors
California
$272K -$27K -211 -10%
SIC
1535
Shoker Investment Counsel
Ohio
$272K +$240K +1,879 New
WMG
1536
WESCAP Management Group
California
$269K
AIM
1537
Advantage Investment Management
Iowa
$269K +$20.1K +157 +9%
BWFM
1538
Bridgewater Wealth & Financial Management
Maryland
$269K +$237K +1,856 New
BP
1539
BBR Partners
New York
$268K -$117K -916 -33%
GI
1540
Gradient Investments
Minnesota
$267K -$54.5K -427 -19%
NDSI
1541
Newman Dignan & Sheerar Inc
Rhode Island
$267K +$16.7K +131 +7%
IWC
1542
Integrated Wealth Counsel
California
$266K
SS
1543
Sunbelt Securities
Texas
$264K -$2.43K -19 -1%
CIS
1544
Connors Investor Services
Pennsylvania
$264K
HPIA
1545
Hamilton Point Investment Advisors
North Carolina
$263K
HCA
1546
Horan Capital Advisors
Ohio
$262K
NCM
1547
Nelson Capital Management
California
$261K +$6.64K +52 +3%
NCMW
1548
Northern Capital Management (Wisconsin)
Wisconsin
$260K
AIS
1549
Accurate Investment Solutions
Pennsylvania
$260K +$11.4K +89 +5%
NEPPG
1550
New England Professional Planning Group
Rhode Island
$258K