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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2526
Crestone Asset Management
Colorado
$530K -$9K -36 -1%
OCPWS
2527
One Charles Private Wealth Services
Massachusetts
$529K +$2.25K +9 +0.4%
BCP
2528
Blue Chip Partners
Michigan
$528K -$11.2K -45 -2%
MTC
2529
McDaniel Terry & Co
Texas
$526K -$25.5K -102 -4%
LRPA
2530
L. Roy Papp & Associates
Arizona
$525K -$70K -280 -11%
TA
2531
TruWealth Advisors
Louisiana
$524K +$223K +892 +61%
MCA
2532
Morris Capital Advisors
Pennsylvania
$523K -$5.5K -22 -0.9%
MWM
2533
Merriman Wealth Management
Washington
$523K +$122K +487 +26%
S
2534
swisspartners
Liechtenstein
$521K -$87.5K -350 -13%
WW
2535
Westshore Wealth
California
$521K +$224K +898 +62%
GM
2536
GeoWealth Management
Illinois
$521K +$383K +1,532 +189%
RCG
2537
Rock Creek Group
District of Columbia
$520K -$87.2K -349 -13%
SCA
2538
STALEY CAPITAL ADVISERS
Pennsylvania
$520K
AC
2539
Addison Capital
Pennsylvania
$518K +$7.5K +30 +1%
HI
2540
Humankind Investments
New York
$518K +$246K +984 +73%
MCWA
2541
Meadow Creek Wealth Advisors
Georgia
$517K +$200K +799 +52%
CSIA
2542
Conrad Siegel Investment Advisors
Pennsylvania
$515K
KA
2543
Kozak & Associates
Colorado
$514K
TC
2544
Truvestments Capital
Florida
$514K +$53.2K +213 +10%
FPWM
2545
FSB Premier Wealth Management
Iowa
$514K +$73.5K +294 +13%
CPSAC
2546
Chas P. Smith & Associates (CPS)
Florida
$514K +$80.5K +322 +16%
SW
2547
SlateStone Wealth
Florida
$513K -$539K -2,157 -48%
JBA
2548
Johnson Bixby & Associates
Washington
$513K +$76.7K +307 +15%
RRCM
2549
Rappaport Reiches Capital Management
Illinois
$512K +$413K +1,652 +258%
AIM
2550
Alhambra Investment Management
Florida
$512K +$25K +100 +5%