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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1726
Bank of Stockton
California
$356K -$126K -1,971 -27%
BCA
1727
Berman Capital Advisors
Georgia
$356K -$89K -1,397 -20%
S
1728
SimplyRich
California
$356K
NCM
1729
Nelson Capital Management
California
$356K +$40.8K +640 +14%
FA
1730
Fortis Advisors
Pennsylvania
$355K -$6.69K -105 -2%
ACM
1731
Alethea Capital Management
Washington
$355K
ZAM
1732
Zevin Asset Management
Massachusetts
$355K
ITIM
1733
Indiana Trust & Investment Management
Indiana
$354K -$17.1K -269 -5%
AWA
1734
Acorn Wealth Advisors
Michigan
$353K +$6.82K +107 +2%
DIA
1735
Davidson Investment Advisors
Montana
$353K +$23.4K +367 +8%
BWM
1736
Baystate Wealth Management
Massachusetts
$352K +$6.05K +95 +2%
KPCM
1737
Kings Point Capital Management
New York
$348K
TCOO
1738
Trust Company of Oklahoma
Oklahoma
$345K -$140K -2,195 -30%
PGWM
1739
Parisi Gray Wealth Management
New Jersey
$345K
SIMM
1740
Stillwater Investment Management (Minnesota)
Minnesota
$344K +$8.98K +141 +3%
UAS
1741
United Asset Strategies
New York
$343K -$6.88K -108 -2%
HCM
1742
HMS Capital Management
Tennessee
$342K
BCM
1743
Baltimore Capital Management
Maryland
$341K
RMSCM
1744
R.M. Sincerbeaux Capital Management
New York
$340K
PSC
1745
Prentiss Smith & Co
Vermont
$340K +$46.8K +734 +17%
MPIA
1746
Mountain Pacific Investment Advisers
Idaho
$339K
PW
1747
Price Wealth
Texas
$337K -$57.8K -907 -15%
CCMG
1748
Clark Capital Management Group
Pennsylvania
$335K -$11.5K -181 -4%
BAM
1749
Burgundy Asset Management
Ontario, Canada
$334K
SAS
1750
Stelac Advisory Services
New York
$333K +$42.8K +672 +16%