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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1451
Moneta Group Investment Advisors
Missouri
$241K +$232K +1,976 New
DT
1452
Diversified Trust
Tennessee
$241K +$232K +1,980 New
SSW
1453
Smith Shellnut Wilson
Mississippi
$239K +$230K +1,961 New
GBBWRPM
1454
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$238K – – –
PA
1455
Planning Alternatives
Michigan
$238K – – –
RWM
1456
Ritholtz Wealth Management
New York
$238K +$229K +1,952 New
KFA
1457
Kays Financial Advisory
Georgia
$238K +$229K +1,955 New
BIC
1458
Beach Investment Counsel
Pennsylvania
$236K – – –
HTHT
1459
Hemenway Trust Hemenway Trust
New Hampshire
$235K – – –
BWL
1460
Bogart Wealth LLC
Virginia
$235K +$226K +1,930 New
JSL
1461
JT Stratford LLC
Georgia
$235K +$227K +1,934 New
MPIA
1462
Mountain Pacific Investment Advisers
Idaho
$233K -$94K -802 -29%
HI
1463
Hendershot Investments
Virginia
$233K – – –
RFA
1464
Reilly Financial Advisors
California
$233K +$61.4K +524 +38%
HJA
1465
Hugh Johnson Advisors
New York
$232K -$74K -631 -25%
FVCM
1466
F&V Capital Management
Florida
$231K – – –
CWM
1467
Concentric Wealth Management
California
$231K +$223K +1,900 New
1IA
1468
1834 Investment Advisors
Wisconsin
$230K -$1.17K -10 -0.5%
LBC
1469
Lawrence B. Cohen
$228K – – –
BAAM
1470
Baker Avenue Asset Management
California
$226K +$218K +1,860 New
FNBSF
1471
First National Bank Sioux Falls
South Dakota
$225K -$29.3K -250 -12%
EM
1472
Excalibur Management
Massachusetts
$225K -$5.86K -50 -3%
FPIS
1473
Financial Planning & Information Services
Wisconsin
$225K -$4.69K -40 -2%
LI
1474
Lafayette Investments
Maryland
$224K – – –
LD
1475
Lipe & Dalton
New York
$224K – – –