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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
651
Personal Capital Advisors
California
$426K -$547 -2 -0.1%
HCMT
652
Highland Capital Management (Tennessee)
Tennessee
$418K -$31.5K -115 -7%
BDA
653
Borer Denton & Associates
Pennsylvania
$418K
BHWM
654
Bar Harbor Wealth Management
New Hampshire
$415K +$407K +1,488 New
TSS
655
Two Sigma Securities
New York
$414K +$406K +1,485 New
CFGS
656
Concourse Financial Group Securities
Alabama
$408K +$274 +1 +0.1%
BAM
657
Brave Asset Management
New Jersey
$406K
EWM
658
Evercore Wealth Management
New York
$402K +$10.9K +40 +3%
DP
659
DDD Partners
Washington
$395K
BFM
660
Boothbay Fund Management
New York
$394K +$99K +362 +34%
ZCA
661
Zeke Capital Advisors
Pennsylvania
$393K +$385K +1,409 New
DWM
662
Drive Wealth Management
Utah
$391K +$27.9K +102 +8%
ACM
663
Argyle Capital Management
Pennsylvania
$390K
CWM
664
Circle Wealth Management
New Jersey
$387K +$380K +1,389 New
ATC
665
Argent Trust Co
Tennessee
$379K -$21.3K -78 -5%
PIM
666
Penobscot Investment Management
Massachusetts
$378K -$98.5K -360 -21%
SS
667
Simplicity Solutions
Minnesota
$372K +$35K +128 +11%
VAS
668
Vestmark Advisory Solutions
Massachusetts
$370K +$16.1K +59 +5%
LPT
669
Legacy Private Trust
Wisconsin
$366K
PAG
670
Private Advisor Group
New Jersey
$364K +$49.5K +181 +6%
JWCA
671
J.W. Coons Advisors
Ohio
$362K
Fayez Sarofim & Co
672
Fayez Sarofim & Co
Texas
$358K
PEA
673
Park Edge Advisors
Ohio
$358K +$351K +1,285 New
TCOV
674
Trust Company of Vermont
Vermont
$351K
BOTW
675
Bank of the West
California
$351K