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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1901
Boston Family Office
Massachusetts
$556K +$18.2K +49 +3%
KMWM
1902
Keudell/Morrison Wealth Management
Oregon
$555K -$86.3K -232 -13%
TSWM
1903
Triangle Securities Wealth Management
North Carolina
$555K – – –
SF
1904
Symphony Financial
Texas
$552K -$547K -1,472 -49%
NNP
1905
Nachman Norwood & Parrott
South Carolina
$552K – – –
HI
1906
Hudock Inc
Pennsylvania
$552K +$5.95K +16 +1%
MIC
1907
Means Investment Company
Maine
$550K -$1.11K -3 -0.2%
LCS
1908
Levin Capital Strategies
New York
$548K – – –
PHAM
1909
Palisades Hudson Asset Management
Florida
$548K – – –
PBT
1910
Pictet Bank & Trust
Bahamas
$548K – – –
CAL
1911
Capital Advisors Ltd
Ohio
$548K +$5.01M +13,488 +6,744%
BPB
1912
Badgley, Phelps & Bell
Washington
$546K +$129K +346 +30%
PFBT
1913
Parkside Financial Bank & Trust
Missouri
$545K -$13.8K -37 -2%
B
1914
Bridgeworth
Alabama
$545K -$4.46K -12 -0.8%
CL
1915
CPWM LLC
Washington
$542K -$14.1K -38 -2%
GCP
1916
GSA Capital Partners
United Kingdom
$540K +$550K +1,480 New
TCM
1917
TimesSquare Capital Management
New York
$539K +$548K +1,475 New
WFMPM
1918
Woodley Farra Manion Portfolio Management
Indiana
$537K – – –
CA
1919
Claro Advisors
Massachusetts
$534K +$23.8K +64 +5%
AWS
1920
AJ Wealth Strategies
New York
$532K -$79.9K -215 -13%
PP
1921
PDS Planning
Ohio
$531K +$75.5K +203 +16%
CPWA
1922
Cerro Pacific Wealth Advisors
California
$531K +$541K +1,455 New
VFM
1923
Vivid Financial Management
California
$530K -$10.4K -28 -2%
CPSAC
1924
Chas P. Smith & Associates (CPS)
Florida
$529K +$16.7K +45 +3%
VPI
1925
Value Partners Investments
Manitoba, Canada
$529K +$74K +199 +16%
75 76
77
78 79