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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
2176
Bank of Stockton
California
$402K +$26.3K +470 +8%
BA
2177
Ballast Advisors
Minnesota
$399K +$373K +6,668 New
ADMI
2178
Albert D. Mason Inc
Massachusetts
$398K +$5.32K +95 +1%
M
2179
Mirova
France
$398K +$140K +2,510 +61%
CAC
2180
Certified Advisory Corp
Florida
$396K -$97.9K -1,749 -21%
EWA
2181
ERTS Wealth Advisors
Michigan
$396K -$25.2K -450 -6%
M
2182
MOTCO
Texas
$395K -$95.1K -1,700 -20%
IC
2183
Inverness Counsel
New York
$395K -$1.96K -35 -0.5%
DA
2184
DSC Advisors
Illinois
$395K +$46.8K +837 +15%
UF
2185
Univest Financial
Pennsylvania
$395K +$139K +2,476 +29%
WWM
2186
WT Wealth Management
Arizona
$393K – – –
LAIC
2187
Lederer & Associates Investment Counsel
California
$392K -$35.5K -635 -9%
BCP
2188
Berkeley Capital Partners
Georgia
$392K +$16.4K +293 +5%
DW
2189
Domani Wealth
Pennsylvania
$391K -$73K -1,304 -17%
SEEDPG
2190
S.E.E.D. Planning Group
New York
$390K +$365K +6,520 New
CH
2191
Canton Hathaway
Rhode Island
$389K – – –
P
2192
&Partners
Tennessee
$389K +$107K +1,910 +42%
KPWG
2193
KFA Private Wealth Group
Virginia
$389K +$364K +6,502 New
Cohen & Steers
2194
Cohen & Steers
New York
$388K – – –
AA
2195
Alesco Advisors
New York
$387K – – –
LFA
2196
Landmark Financial Advisors
Kentucky
$386K -$54.8K -979 -14%
CHA
2197
Cooper/Haims Advisors
New York
$386K – – –
IAP
2198
Indie Asset Partners
Indiana
$386K +$361K +6,451 New
HCM
2199
HMS Capital Management
Tennessee
$384K – – –
CIC
2200
Chase Investment Counsel
Virginia
$384K +$4.76K +85 +1%