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Name Holding Trade Value Shares
Change
Change in
Stake
PTB
2276
Pioneer Trust Bank
Oregon
$887K -$70.7K -604 -8%
PS
2277
Planned Solutions
California
$886K +$19.9K +170 +3%
RA
2278
Riversedge Advisors
Delaware
$884K +$41.6K +355 +5%
PNAA
2279
Pictet North America Advisors
Switzerland
$883K – – –
IMC
2280
Investment Management Corporation
Virginia
$883K +$14.4K +123 +2%
MPPHD
2281
Maloon Powers Pitre Higgins & Dennehy
California
$882K +$804K +6,865 New
KAS
2282
KPP Advisory Services
Kentucky
$882K -$115K -985 -13%
HTHT
2283
Hemenway Trust Hemenway Trust
New Hampshire
$882K -$2.34K -20 -0.3%
DTC
2284
Davidson Trust Company
Washington
$878K +$13.5K +115 +2%
CBT
2285
Crews Bank & Trust
Florida
$877K -$34.8K -297 -4%
LF
2286
LifePlan Financial
Minnesota
$876K -$26.2K -224 -3%
APIM
2287
Agate Pass Investment Management
Washington
$874K – – –
EIA
2288
Eldridge Investment Advisors
New Hampshire
$874K +$702 +6 +0.1%
QFA
2289
Quantum Financial Advisors
California
$873K +$18.5K +158 +2%
GSWM
2290
Golden State Wealth Management
California
$873K +$7.61K +65 +1%
IF
2291
Intrua Financial
Texas
$872K -$224K -1,914 -22%
PCA
2292
Prosperity Capital Advisors
Ohio
$871K +$17K +145 +2%
SWM
2293
SHP Wealth Management
Massachusetts
$871K +$58.6K +501 +8%
CPSC
2294
Carl P. Sherr & Co
Massachusetts
$871K -$2.34K -20 -0.3%
1WM
2295
1900 Wealth Management
Texas
$869K +$5.27K +45 +0.7%
TC
2296
TFR Capital
Texas
$868K +$36.2K +309 +5%
BPWM
2297
BCS Private Wealth Management
New Jersey
$868K +$2.93K +25 +0.4%
BWP
2298
Balboa Wealth Partners
Arizona
$865K -$25.5K -218 -3%
OL
2299
OneFund LLC
Florida
$864K -$11.2K -96 -1%
WPA
2300
West Paces Advisors
Georgia
$863K -$101K -860 -11%