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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1226
Summit Financial Wealth Advisors
Louisiana
$227K +$10.7K +90 +5%
WA
1227
Wealth Architects
California
$225K -$356 -3 -0.2%
BBNB
1228
Baker Boyer National Bank
Washington
$223K -$112K -947 -34%
NL
1229
NWAM LLC
Washington
$219K -$69.6K -587 -25%
MAM
1230
Morse Asset Management
Connecticut
$219K
WFMPM
1231
Woodley Farra Manion Portfolio Management
Indiana
$219K
HHGA
1232
Halbert Hargrove Global Advisors
California
$217K -$12.1K -102 -5%
DAM
1233
Doheny Asset Management
California
$217K
WG
1234
Welch Group
Alabama
$217K +$19.6K +165 +10%
CCM
1235
Coldstream Capital Management
Washington
$217K +$212K +1,789 New
TSW
1236
Thompson Siegel & Walmsley
Virginia
$216K +$41.9K +353 +25%
MCM
1237
Manchester Capital Management
Vermont
$215K
GRP
1238
Global Retirement Partners
California
$214K +$58.6K +494 +39%
RW
1239
REDW Wealth
New Mexico
$214K +$209K +1,760 New
AFP
1240
Ausdal Financial Partners
Iowa
$213K -$16.7K -141 -7%
Loomis, Sayles & Company
1241
Loomis, Sayles & Company
Massachusetts
$213K
CICI
1242
Capital Investment Counsel Inc
North Carolina
$210K +$205K +1,728 New
PHAM
1243
Palisades Hudson Asset Management
Florida
$209K -$119K -1,000 -37%
CBN
1244
Cadence Bank NA
Texas
$209K +$204K +1,721 New
SWA
1245
Sutton Wealth Advisors
Florida
$205K
AW
1246
ACG Wealth
Georgia
$204K -$44.5K -375 -18%
ACP
1247
Ashfield Capital Partners
California
$204K +$199K +1,678 New
BFO
1248
Boston Family Office
Massachusetts
$203K +$199K +1,674 New
Boston Partners
1249
Boston Partners
Massachusetts
$203K +$199K +1,674 New
HT
1250
HighTower Trust
Texas
$201K +$197K +1,659 New