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Name Holding Trade Value Shares
Change
Change in
Stake
LD
1476
Lipe & Dalton
New York
$442K – – –
SSC
1477
Syverson Strege & Co
Iowa
$442K -$11.7K -80 -3%
HFAS
1478
Hummer Financial Advisory Services
Illinois
$442K – – –
PWP
1479
Private Wealth Partners
California
$442K – – –
WF
1480
Welch & Forbes
Massachusetts
$442K – – –
AWM
1481
Aviso Wealth Management
Washington
$442K +$107K +730 +32%
CCC
1482
Compass Capital Corp
Massachusetts
$442K -$13.2K -90 -3%
PCH
1483
PGIM Custom Harvest
New Jersey
$441K +$38K +260 +9%
BMO
1484
Beck Mack & Oliver
New York
$440K – – –
NI
1485
Natural Investments
California
$439K -$2.93K -20 -0.7%
IA
1486
IFC Advisors
California
$439K -$61.4K -420 -12%
MWP
1487
Meriwether Wealth & Planning
Louisiana
$439K – – –
RYIA
1488
Roehl & Yi Investment Advisors
Oregon
$436K +$1.46K +10 +0.3%
LNB
1489
Ledyard National Bank
$434K -$1.46K -10 -0.3%
LSA
1490
Lansing Street Advisors
Pennsylvania
$434K +$432K +2,950 New
CPA
1491
Capital Performance Advisors
California
$433K +$10.2K +70 +2%
GSIS
1492
Global Strategic Investment Solutions
Arizona
$432K -$335K -2,290 -43%
WHCI
1493
W.H. Cornerstone Investments
Massachusetts
$431K – – –
Fayez Sarofim & Co
1494
Fayez Sarofim & Co
Texas
$430K – – –
AIA
1495
AssuredPartners Investment Advisors
Florida
$430K +$65.8K +450 +19%
DAC
1496
Dutch Asset Corp
New York
$429K +$80.5K +550 +23%
BPC
1497
Banque Pictet & Cie
Switzerland
$428K -$79K -540 -16%
PMAM
1498
Picton Mahoney Asset Management
Ontario, Canada
$428K -$10.2K -70 -2%
DF
1499
Dunhill Financial
United Kingdom
$425K +$396K +2,710 +1,594%
HCM
1500
Howland Capital Management
Massachusetts
$424K +$107K +730 +34%