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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1351
BTR Capital Management
California
$580K -$50.3K -327 -8%
FMTC
1352
Farmers & Merchants Trust Company
California
$579K
CC
1353
Cadinha & Co
Hawaii
$579K +$109K +706 +21%
BWA
1354
Burt Wealth Advisors
Maryland
$573K
CA
1355
Calton & Associates
Florida
$573K +$10.3K +67 +2%
RW
1356
REDW Wealth
New Mexico
$568K +$154 +1 +0%
CL
1357
CPWM LLC
Washington
$567K +$14.2K +92 +2%
TFO
1358
Tarbox Family Office
California
$565K +$2K +13 +0.3%
MC
1359
Middleton & Co
Massachusetts
$563K -$8.77K -57 -1%
EM
1360
Excalibur Management
Massachusetts
$563K +$48.8K +317 +9%
CWM
1361
Chesapeake Wealth Management
Virginia
$559K -$423K -2,747 -42%
WTFG
1362
Wells Trecaso Financial Group
Ohio
$557K -$77.6K -504 -12%
SBWM
1363
Sunflower Bank Wealth Management
Arizona
$557K
AIA
1364
Arbor Investment Advisors
North Carolina
$555K -$2.92K -19 -0.5%
DI
1365
Diligent Investors
California
$551K +$14.3K +93 +3%
KIA
1366
Kopp Investment Advisors
Minnesota
$545K -$322K -2,093 -36%
PMFA
1367
Plante Moran Financial Advisors
Michigan
$545K -$2.62K -17 -0.5%
GLLW
1368
Graves Light Lenhart Wealth
Virginia
$544K +$9.39K +61 +2%
TMAM
1369
Tokio Marine Asset Management
Japan
$543K +$18.3K +119 +3%
LMAM
1370
Legg Mason Asset Management
Japan
$543K +$79.6K +517 +16%
NB
1371
Nicolet Bankshares
Wisconsin
$539K +$308 +2 +0.1%
AWCI
1372
Alpine Woods Capital Investors
New York
$537K
FIM
1373
Freedom Investment Management
Connecticut
$536K -$1.12M -7,267 -66%
MWA
1374
Meridian Wealth Advisors
Texas
$536K -$44.3K -288 -7%
FAN
1375
Financial Advisors Network
California
$534K +$21.7K +141 +4%