Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
1326
Williams Jones Wealth Management
New York
$467K – – –
NERM
1327
New England Research & Management
Illinois
$466K -$36.7K -250 -7%
AO
1328
Advisor OS
Illinois
$465K +$113K +769 +32%
CJ
1329
Caitlin John
Michigan
$464K -$173K -1,179 -27%
PAM
1330
Peak Asset Management
Colorado
$464K – – –
LWCFA
1331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K +$473K +3,216 +1,838%
FFM
1332
Forum Financial Management
Illinois
$460K -$5.58K -38 -1%
CA
1333
Claro Advisors
Massachusetts
$459K +$21.3K +145 +5%
SCM
1334
SCS Capital Management
Massachusetts
$458K +$459K +3,121 New
BFS
1335
Bard Financial Services
Connecticut
$458K – – –
SWP
1336
Summit Wealth Partners
Florida
$458K +$147 +1 +0%
APW
1337
Austin Private Wealth
Texas
$457K +$19.7K +134 +4%
ATC
1338
Adirondack Trust Company
New York
$457K -$21.2K -144 -4%
LSV Asset Management
1339
LSV Asset Management
Illinois
$455K -$808K -5,500 -64%
TFO
1340
Tarbox Family Office
California
$452K – – –
WIC
1341
Woodmont Investment Counsel
Tennessee
$452K – – –
GHA
1342
GW Henssler & Associates
Georgia
$452K +$49.5K +337 +12%
SFS
1343
Stiles Financial Services
Minnesota
$450K – – –
BWM
1344
Baron Wealth Management
Michigan
$450K +$23.2K +158 +5%
RWM
1345
Revisor Wealth Management
Ohio
$449K +$450K +3,062 New
SHGA
1346
Sand Hill Global Advisors
California
$448K +$29.4K +200 +7%
GWA
1347
Gibson Wealth Advisors
Texas
$448K – – –
JCM
1348
J2 Capital Management
Michigan
$447K -$66.3K -451 -13%
RDWM
1349
Red Door Wealth Management
Tennessee
$447K -$60.8K -414 -12%
JMFC
1350
J.M. Forbes & Co
Massachusetts
$446K -$4.26K -29 -0.9%