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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1351
Palisades Hudson Asset Management
Florida
$301K – – –
ADL
1352
Asset Dedication LLC
California
$299K +$16.8K +98 +6%
KCM
1353
Kendall Capital Management
Maryland
$299K +$23.9K +140 +9%
CCMG
1354
Clark Capital Management Group
Pennsylvania
$299K +$26.3K +154 +10%
EMG
1355
Ellington Management Group
Connecticut
$298K +$291K +1,700 New
WA
1356
Wealth Architects
California
$296K -$855 -5 -0.3%
SWA
1357
Sutton Wealth Advisors
Florida
$295K -$855 -5 -0.3%
BW
1358
Bison Wealth
Georgia
$293K – – –
BFO
1359
Boston Family Office
Massachusetts
$293K – – –
Boston Partners
1360
Boston Partners
Massachusetts
$293K – – –
HA
1361
Hamel Associates
New Jersey
$293K +$285K +1,670 New
EWA
1362
EP Wealth Advisors
California
$291K -$541K -3,166 -66%
BMO
1363
Beck Mack & Oliver
New York
$291K +$8.55K +50 +3%
OC
1364
Oakworth Capital
Alabama
$291K +$12.1K +71 +5%
AWM
1365
Altavista Wealth Management
North Carolina
$290K – – –
AI
1366
Ariel Investments
Illinois
$289K -$993K -5,812 -78%
AFP
1367
Ausdal Financial Partners
Iowa
$288K -$9.06K -53 -3%
FA
1368
Forefront Analytics
Pennsylvania
$283K +$276K +1,613 New
BFC
1369
Bedel Financial Consulting
Indiana
$282K – – –
1WA
1370
180 Wealth Advisors
Washington
$281K +$17.1K +100 +7%
BAM
1371
Brave Asset Management
New Jersey
$280K – – –
CP
1372
Coho Partners
Pennsylvania
$280K – – –
EI
1373
EDMP Inc
Florida
$280K – – –
MAM
1374
Morse Asset Management
Connecticut
$280K – – –
KJWM
1375
Kiley Juergens Wealth Management
Washington
$279K +$8.55K +50 +3%