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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1676
Carroll Financial Associates
North Carolina
$913K +$30.1K +81 +3%
OC
1677
Oakworth Capital
Alabama
$912K -$139K -373 -13%
IIM
1678
Ipswich Investment Management
Massachusetts
$912K -$9.29K -25 -1%
MPI
1679
Mairs & Power Inc
Minnesota
$907K -$11.2K -30 -1%
NDSI
1680
Newman Dignan & Sheerar Inc
Rhode Island
$906K -$1.49K -4 -0.2%
HHGA
1681
Halbert Hargrove Global Advisors
California
$905K +$219K +589 +31%
GCIG
1682
Grand Central Investment Group
Florida
$903K
RCM
1683
Regency Capital Management
Hawaii
$903K +$400K +1,077 +77%
TWM
1684
Tradition Wealth Management
Minnesota
$903K +$565K +1,519 +159%
CCM
1685
Cribstone Capital Management
Maine
$902K +$29.7K +80 +3%
BP
1686
BBR Partners
New York
$901K -$34.9K -94 -4%
GWS
1687
Glassman Wealth Services
Virginia
$900K -$30.9K -83 -3%
CIA
1688
Capital Investment Advisors
Georgia
$900K +$131K +351 +17%
BWA
1689
Beam Wealth Advisors
Louisiana
$895K +$38.7K +104 +4%
LF
1690
Lee Financial
Texas
$894K
RMDI
1691
R.M. Davis Inc
Maine
$893K -$37.9K -102 -4%
CSIC
1692
Clifford Swan Investment Counsel
California
$892K +$372 +1 +0%
MGAM
1693
McGowan Group Asset Management
Texas
$890K +$5.58K +15 +0.6%
PCAP
1694
Pratt Collard Advisory Partners
New York
$888K
AIP
1695
Almanack Investment Partners
Pennsylvania
$886K -$74K -199 -8%
NC
1696
NinePointTwo Capital
California
$886K
AWM
1697
Atticus Wealth Management
Florida
$885K -$49.1K -132 -5%
LIA
1698
LBMC Investment Advisors
Tennessee
$885K +$72.1K +194 +9%
CPO
1699
Cerity Partners OCIO
New York
$884K +$86.3K +232 +11%
SOW
1700
State of Wyoming
Wyoming
$884K +$178K +479 +25%