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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1551
Anchor Capital Advisors
Massachusetts
$490K -$418K -6,865 -46%
AEPG
1552
American Economic Planning Group
New Jersey
$486K +$243 +4 +0.1%
GVT
1553
Genesee Valley Trust
New York
$484K -$4.44K -73 -0.9%
WAM
1554
Weatherly Asset Management
California
$476K +$2.68K +44 +0.6%
AIM
1555
Aspen Investment Management
Michigan
$472K
HC
1556
Hourglass Capital
Texas
$472K
PAS
1557
Professional Advisory Services
Florida
$472K
CBA
1558
Coastal Bridge Advisors
Connecticut
$467K -$5.36K -88 -1%
PMFA
1559
Plante Moran Financial Advisors
Michigan
$466K +$6.33K +104 +1%
PCM
1560
Penserra Capital Management
California
$466K +$231K +3,799 +99%
BRM
1561
Boston Research & Management
Massachusetts
$464K
MGIA
1562
Moneta Group Investment Advisors
Missouri
$462K +$45.6K +749 +11%
VIMU
1563
Veritas Investment Management (UK)
United Kingdom
$453K
KWMG
1564
King Wealth Management Group
Florida
$452K -$12.7K -208 -3%
BHTS
1565
Bar Harbor Trust Services
Maine
$450K
SC
1566
Saturna Capital
Washington
$450K +$21K +345 +5%
BPCA
1567
Bank Pictet & Cie (Asia)
Singapore
$449K -$1.01M -16,665 -69%
CCM
1568
Cutler Capital Management
Massachusetts
$449K
DWM
1569
Destination Wealth Management
California
$449K +$17.5K +288 +4%
EML
1570
Eos Management LP
New York
$447K
PWMAG
1571
Pinnacle Wealth Management Advisory Group
New Jersey
$443K +$44.7K +735 +11%
ST
1572
Sabal Trust
Florida
$441K -$337K -5,535 -43%
BLAM
1573
Bourne Lent Asset Management
New York
$441K -$25.5K -419 -5%
SIM
1574
SSI Investment Management
California
$439K -$5.42K -89 -1%
KLI
1575
Kelman-Lazarov Inc
Tennessee
$439K