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Name Holding Trade Value Shares
Change
Change in
Stake
NI
1401
Natural Investments
California
$365K +$3.52K +30 +1%
WF
1402
Welch & Forbes
Massachusetts
$365K -$8.21K -70 -2%
HFAS
1403
Hummer Financial Advisory Services
Illinois
$365K
PWP
1404
Private Wealth Partners
California
$365K
CIC
1405
Carnegie Investment Counsel
Ohio
$365K +$352K +3,000 New
SWM
1406
Sandro Wealth Management
New Jersey
$364K +$351K +2,990 New
SCM
1407
Stonehearth Capital Management
Massachusetts
$363K -$9.38K -80 -3%
BMO
1408
Beck Mack & Oliver
New York
$363K
OWM
1409
Opes Wealth Management
California
$363K +$102K +870 +41%
MWP
1410
Meriwether Wealth & Planning
Louisiana
$362K -$12.9K -110 -4%
SQA
1411
Simon Quick Advisors
New Jersey
$362K +$64.5K +550 +23%
PMAM
1412
Picton Mahoney Asset Management
Ontario, Canada
$362K +$350K +2,980 New
FPWM
1413
FSB Premier Wealth Management
Iowa
$361K +$65.7K +560 +23%
LNB
1414
Ledyard National Bank
$360K
RYIA
1415
Roehl & Yi Investment Advisors
Oregon
$358K -$54K -460 -13%
GPW
1416
Genesis Private Wealth
Virginia
$357K +$5.87K +50 +2%
WHCI
1417
W.H. Cornerstone Investments
Massachusetts
$355K +$1.17K +10 +0.3%
Fayez Sarofim & Co
1418
Fayez Sarofim & Co
Texas
$355K
LA
1419
Legacy Advisors
Pennsylvania
$354K +$43.4K +370 +15%
WRPWM
1420
Werba Rubin Papier Wealth Management
California
$352K +$31.7K +270 +10%
MMCM
1421
Murphy & Mullick Capital Management
New York
$352K
PIA
1422
Pinion Investment Advisors
Kansas
$351K +$11.7K +100 +4%
GFG
1423
Greenberg Financial Group
Arizona
$350K +$338K +2,880 New
LA
1424
Latitude Advisors
Florida
$349K -$3.52K -30 -1%
CPA
1425
Capital Performance Advisors
California
$349K +$25.8K +220 +8%