Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1001
Northcape Wealth Management
New York
$558K +$251K +751 +92%
RMCM
1002
Reynders McVeigh Capital Management
Massachusetts
$551K +$90.4K +270 +21%
STC
1003
Sarah T. Connolly
$551K – – –
AC
1004
Allstate Corporation
Illinois
$550K -$5.7M -17,009 -92%
FCP
1005
Fidelis Capital Partners
Florida
$548K +$501K +1,496 New
NSAM
1006
North Star Asset Management
Wisconsin
$547K -$23.1K -69 -4%
GI
1007
Gradient Investments
Minnesota
$545K -$23.8K -71 -4%
MW
1008
Marcum Wealth
Ohio
$541K +$22.1K +66 +5%
OBGC
1009
O'Brien Greene & Co
Pennsylvania
$537K – – –
WGAM
1010
Wilkinson Global Asset Management
New York
$533K – – –
RZH
1011
Relyea Zuckerberg Hanson
Connecticut
$533K +$12.7K +38 +3%
BHA
1012
Beech Hill Advisors
New York
$530K – – –
GSEP
1013
Golden State Equity Partners
California
$527K +$497K +1,483 New
HKAM
1014
Horizon Kinetics Asset Management
New York
$526K -$16.7K -50 -3%
EWM
1015
Empirical Wealth Management
Washington
$520K -$108K -322 -18%
AP
1016
Appleton Partners
Massachusetts
$520K -$20.1K -60 -4%
AWM
1017
Aberdeen Wealth Management
Illinois
$519K – – –
PCM
1018
Princeton Capital Management
New Jersey
$518K +$53.6K +160 +12%
SVWAG
1019
Sound View Wealth Advisors Group
Georgia
$514K -$61.3K -183 -11%
AI
1020
AXS Investments
New York
$513K -$61.3K -183 -11%
NP
1021
NorthRock Partners
Minnesota
$512K -$77.7K -232 -14%
HWMG
1022
Hurlow Wealth Management Group
Indiana
$511K – – –
FA
1023
Faithward Advisors
Pennsylvania
$511K +$466K +1,391 New
TCOO
1024
Trust Company of Oklahoma
Oklahoma
$507K – – –
MFA
1025
Mayflower Financial Advisors
Massachusetts
$505K +$18.8K +56 +4%