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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1551
Cypress Wealth Services
California
$491K +$477K +3,362 New
HCM
1552
Highlander Capital Management
New Jersey
$489K – – –
HPCM
1553
Hunter Perkins Capital Management
Illinois
$489K +$475K +3,349 New
FC
1554
Forte Capital
New York
$486K +$852 +6 +0.2%
CWP
1555
CFM Wealth Partners
Texas
$483K – – –
TPW
1556
TL Private Wealth
Texas
$483K – – –
ECAM
1557
East Coast Asset Management
Massachusetts
$482K – – –
RWP
1558
RWA Wealth Partners
Massachusetts
$482K +$31.1K +219 +7%
LFF
1559
Level Four Financial
Texas
$480K +$466K +3,283 New
AWM
1560
Altavista Wealth Management
North Carolina
$479K – – –
MBTD
1561
Mechanics Bank - Trust Department
California
$476K -$17K -120 -4%
PIM
1562
Progressive Investment Management
Oregon
$476K +$3.83K +27 +0.8%
TC
1563
Telemus Capital
Michigan
$475K -$1.56K -11 -0.3%
MFW
1564
Mosaic Family Wealth
Missouri
$474K +$53.7K +378 +13%
MC
1565
Middleton & Co
Massachusetts
$471K -$22.4K -158 -5%
MWA
1566
Meridian Wealth Advisors
Texas
$470K -$78.8K -555 -15%
CA
1567
Claro Advisors
Massachusetts
$469K +$122K +856 +36%
WF
1568
WoodTrust Financial
Wisconsin
$467K +$16.9K +119 +4%
HAM
1569
Hammer Asset Management
California
$466K -$82.2K -579 -15%
LC
1570
LCNB Corp
Ohio
$466K +$11.1K +78 +3%
TK
1571
TIAA Kaspick
Massachusetts
$463K – – –
OF
1572
Outfitter Financial
Maine
$463K +$450K +3,169 New
CNB
1573
Camden National Bank
Maine
$462K -$59.5K -419 -12%
AAM
1574
Aureus Asset Management
Massachusetts
$461K -$427K -3,007 -49%
GWS
1575
Glassman Wealth Services
Virginia
$459K +$10.9K +77 +3%