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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1451
Berkeley Capital Partners
Georgia
$386K +$386K +7,656 New
AF
1452
Aldebaran Financial
$385K +$403 +8 +0.1%
BAM
1453
Burgundy Asset Management
Ontario, Canada
$384K -$13.2K -261 -3%
FWM
1454
Focused Wealth Management
New York
$384K +$22.5K +446 +6%
NBC
1455
Neuberger Berman Canada
Ontario, Canada
$384K +$47.9K +951 +14%
HA
1456
Halsey Associates
Connecticut
$383K +$34.6K +686 +10%
BRM
1457
Boston Research & Management
Massachusetts
$382K -$79.9K -1,584 -17%
KFA
1458
Kelleher Financial Advisors
New York
$381K -$52.8K -1,048 -12%
HHGA
1459
Halbert Hargrove Global Advisors
California
$381K -$23.9K -474 -6%
PAS
1460
Professional Advisory Services
Florida
$381K
DE
1461
Day & Ennis
Georgia
$380K +$380K +7,530 New
TPWA
1462
TRUE Private Wealth Advisors
Oregon
$380K +$380K +7,534 New
WCM
1463
Windsor Capital Management
Arizona
$375K -$4.94K -98 -1%
VWM
1464
Vector Wealth Management
Minnesota
$374K +$6.61K +131 +2%
VIMU
1465
Veritas Investment Management (UK)
United Kingdom
$373K
SAA
1466
Southeast Asset Advisors
Georgia
$372K +$143K +2,842 +63%
SIM
1467
SSI Investment Management
California
$371K
AIA
1468
Affinity Investment Advisors
California
$370K -$273K -5,408 -42%
PL
1469
Plancorp LLC
Missouri
$370K
WA
1470
Waverly Advisors
Alabama
$370K +$313K +6,212 +553%
EML
1471
Eos Management LP
New York
$369K
SFM
1472
Signet Financial Management
New Jersey
$369K +$369K +7,322 New
JMH
1473
J.M. Hartwell
New York
$368K -$63.4K -1,257 -15%
BCCM
1474
Bridge Creek Capital Management
Massachusetts
$368K +$368K +7,308 New
BST
1475
Bath Savings Trust
Maine
$367K -$1.61K -32 -0.4%