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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1726
Indiana Trust & Investment Management
Indiana
$319K -$14.4K -255 -4%
KFA
1727
Kelleher Financial Advisors
New York
$318K +$310K +5,494 New
HA
1728
Halsey Associates
Connecticut
$316K -$358K -6,348 -54%
KA
1729
Klingman & Associates
New York
$315K +$71K +1,258 +30%
TC
1730
Trust Company
Kansas
$314K – – –
CIC
1731
Chase Investment Counsel
Virginia
$313K +$5.36K +95 +2%
FA
1732
Fortis Advisors
Pennsylvania
$311K – – –
LSC
1733
Lesa Sroufe & Co
Washington
$310K +$14K +249 +5%
LPT
1734
Legacy Private Trust
Wisconsin
$309K – – –
MIC
1735
Meridian Investment Counsel
California
$307K +$169 +3 +0.1%
GWS
1736
Glassman Wealth Services
Virginia
$306K -$56.4K -999 -16%
S
1737
SimplyRich
California
$305K – – –
ACM
1738
Alethea Capital Management
Washington
$304K -$314K -5,567 -52%
BWM
1739
Baystate Wealth Management
Massachusetts
$304K -$11.9K -211 -4%
ZAM
1740
Zevin Asset Management
Massachusetts
$304K – – –
PGWM
1741
Parisi Gray Wealth Management
New Jersey
$303K -$11.6K -205 -4%
UAS
1742
United Asset Strategies
New York
$299K +$113 +2 +0%
BWA
1743
BDO Wealth Advisors
Florida
$299K +$10.6K +188 +4%
PAS
1744
Partnervest Advisory Services
California
$298K -$129K -2,278 -31%
KPCM
1745
Kings Point Capital Management
New York
$298K – – –
TCM
1746
Teza Capital Management
Illinois
$297K -$793K -14,049 -73%
CCMG
1747
Clark Capital Management Group
Pennsylvania
$297K -$23.9K -424 -8%
TC
1748
TradeLink Capital
Illinois
$297K +$290K +5,135 New
CICI
1749
Capital Investment Counsel Inc
North Carolina
$293K – – –
LWM
1750
Lyell Wealth Management
California
$292K -$38.8K -688 -12%