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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1726
Fortis Advisors
Pennsylvania
$279K
LPT
1727
Legacy Private Trust
Wisconsin
$278K -$64.1K -1,186 -18%
SAA
1728
Southeast Asset Advisors
Georgia
$277K -$39.6K -734 -12%
BOS
1729
Bingham Osborn & Scarborough
California
$277K -$35.6K -659 -11%
PW
1730
Price Wealth
Texas
$276K +$31.3K +580 +12%
CIC
1731
Chase Investment Counsel
Virginia
$276K +$288K +5,324 New
MIC
1732
Meridian Investment Counsel
California
$275K -$378 -7 -0.1%
PGWM
1733
Parisi Gray Wealth Management
New Jersey
$274K -$4.05K -75 -1%
LCC
1734
Lincoln Capital Corp
Rhode Island
$273K -$1.7M -31,518 -86%
DIA
1735
Davidson Investment Advisors
Montana
$273K -$14.2K -262 -5%
BCM
1736
Baltimore Capital Management
Maryland
$273K
S
1737
SimplyRich
California
$273K
ZAM
1738
Zevin Asset Management
Massachusetts
$272K -$40.4K -748 -12%
SIA
1739
Starfire Investment Advisers
Michigan
$271K +$59K +1,093 +26%
UAS
1740
United Asset Strategies
New York
$269K -$39.5K -731 -12%
KPCM
1741
Kings Point Capital Management
New York
$267K -$9.94K -184 -3%
LSC
1742
Lesa Sroufe & Co
Washington
$265K +$275K +5,096 New
MWM
1743
Merriman Wealth Management
Washington
$264K -$93.9K -1,739 -25%
TL
1744
TrueWealth LLC
Georgia
$264K -$14.4K -266 -5%
CICI
1745
Capital Investment Counsel Inc
North Carolina
$263K +$36.1K +669 +15%
ACM
1746
Armbruster Capital Management
New York
$262K -$17K -314 -6%
RAM
1747
Redmond Asset Management
Virginia
$262K -$8.37K -155 -3%
KCPG
1748
Kavar Capital Partners Group
Kansas
$261K
MPIA
1749
Mountain Pacific Investment Advisers
Idaho
$260K -$17.1K -317 -6%
FAT
1750
First American Trust
California
$260K +$53.8K +996 +25%