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Name Holding Trade Value Shares
Change
Change in
Stake
PI
1676
Putnam Investments
Massachusetts
$478K – – –
TA
1677
Tectonic Advisors
Texas
$478K +$6.51K +39 +1%
GG
1678
Golden Green
South Carolina
$477K -$7.68K -46 -2%
CFIA
1679
Cantor Fitzgerald Investment Advisors
New York
$477K +$61.9K +371 +15%
PCS
1680
Personal CFO Solutions
New Jersey
$475K +$27.9K +167 +6%
TIM
1681
Tortoise Investment Management
New York
$474K -$140K -838 -23%
RWP
1682
Ridgecrest Wealth Partners
California
$474K – – –
PRWA
1683
Platte River Wealth Advisors
Colorado
$472K +$52.4K +314 +12%
BSA
1684
Bull Street Advisors
Georgia
$471K – – –
AAM
1685
Aureus Asset Management
Massachusetts
$471K +$19.9K +119 +4%
AWA
1686
Arkadios Wealth Advisors
Georgia
$470K +$31.4K +188 +7%
BOS
1687
Bingham Osborn & Scarborough
California
$469K +$30.4K +182 +7%
HBT
1688
Hills Bank & Trust
Iowa
$468K – – –
TCPWM
1689
Traverso Chambers Private Wealth Management
California
$467K – – –
AIM
1690
Alhambra Investment Management
Florida
$467K +$12K +72 +3%
KMWM
1691
Keudell/Morrison Wealth Management
Oregon
$467K +$67.8K +406 +17%
KPCM
1692
Kings Point Capital Management
New York
$466K +$10.2K +61 +2%
ARC
1693
Advisor Resource Council
Texas
$465K +$468K +2,802 New
FCM
1694
Firestone Capital Management
Florida
$463K -$3K -18 -0.6%
CWP
1695
Corepath Wealth Partners
Arizona
$463K – – –
BCP
1696
Blue Chip Partners
Michigan
$462K +$53.2K +319 +13%
NAMM
1697
NorthStar Asset Management (Massachusetts)
Massachusetts
$461K +$463K +2,777 New
BCM
1698
Boltwood Capital Management
California
$461K – – –
CCM
1699
Cribstone Capital Management
Maine
$461K +$18K +108 +4%
FMLI
1700
Fukoku Mutual Life Insurance
Japan
$457K – – –