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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
1001
Baxter Bros Inc
Connecticut
$1.3M
CTA
1002
Chesley Taft & Associates
Illinois
$1.29M +$12.6K +275 +0.9%
FFBTD
1003
First Financial Bank - Trust Division
Ohio
$1.29M -$4.81M -105,008 -78%
RGC
1004
Roberts, Glore & Co
Illinois
$1.29M -$105K -2,290 -7%
WA
1005
Wealth Architects
California
$1.28M +$6.46K +141 +0.5%
AIA
1006
AIMZ Investment Advisors
California
$1.28M -$9.63K -210 -0.7%
BFA
1007
Bragg Financial Advisors
North Carolina
$1.28M -$9.17K -200 -0.7%
HA
1008
HHLR Advisors
Cayman Islands
$1.28M +$1.33M +28,970 New
PC
1009
Parrish Capital
Georgia
$1.28M -$50.5K -1,102 -4%
WP
1010
Westmount Partners
California
$1.28M +$851K +18,573 +179%
AAS
1011
Ameritas Advisory Services
Nebraska
$1.28M -$193K -4,202 -13%
IAMOG
1012
Investors Asset Management of Georgia
Georgia
$1.27M +$33.7K +735 +3%
BPWM
1013
Badgley Phelps Wealth Managers
Washington
$1.27M +$40.2K +876 +3%
FSA
1014
Financial Sense Advisors
California
$1.26M -$593K -12,944 -31%
SAG
1015
SageView Advisory Group
California
$1.26M +$91.1K +1,988 +7%
JKA
1016
Jones Kertz & Associates
Minnesota
$1.26M
GIM
1017
Guardian Investment Management
California
$1.26M -$95.1K -2,075 -7%
LF
1018
Lantz Financial
Illinois
$1.26M +$58.1K +1,268 +5%
GAM
1019
Groupama Asset Management
France
$1.25M -$528K -11,528 -29%
FCH
1020
Freestone Capital Holdings
Washington
$1.25M -$82.6K -1,803 -6%
CCM
1021
Chickasaw Capital Management
Tennessee
$1.25M
IP
1022
Isthmus Partners
Wisconsin
$1.24M -$9.84M -214,696 -88%
DI
1023
Diligent Investors
California
$1.24M -$4.58K -100 -0.4%
SEP
1024
Southland Equity Partners
Missouri
$1.23M +$5.68K +124 +0.4%
LFA
1025
Legend Financial Advisors
Pennsylvania
$1.23M -$20.7K -451 -2%