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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
1051
Moloney Securities Asset Management
Missouri
$265K +$257K +7,070 New
HPC
1052
HM Payson & Co
Maine
$264K -$770K -21,220 -75%
FLII
1053
First Long Island Investors
New York
$263K – – –
RCM
1054
RNC Capital Management
California
$262K – – –
SBWM
1055
Sunflower Bank Wealth Management
Arizona
$262K – – –
VBFG
1056
Vishria Bird Financial Group
Tennessee
$262K – – –
PFM
1057
Parsec Financial Management
North Carolina
$262K +$28.7K +790 +13%
Jones Financial Companies
1058
Jones Financial Companies
Missouri
$262K +$254K +7,000 New
NFG
1059
Noven Financial Group
Colorado
$261K -$34.5K -950 -12%
JA
1060
JOYN Advisors
Georgia
$259K +$2.18K +60 +0.9%
CC
1061
Courier Capital
New York
$259K +$251K +6,920 New
HHGA
1062
Halbert Hargrove Global Advisors
California
$257K -$17.1K -470 -6%
WA
1063
Waverly Advisors
Alabama
$257K – – –
CCA
1064
Cobblestone Capital Advisors
New York
$254K -$63.5K -1,750 -20%
CBOA
1065
Commonwealth Bank of Australia
Australia
$253K – – –
SIS
1066
Sound Income Strategies
Florida
$253K +$57.3K +1,580 +31%
RFA
1067
Reilly Financial Advisors
California
$252K -$5.44K -150 -2%
GBBWRPM
1068
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$252K +$54.4K +1,500 +29%
MTC
1069
McDaniel Terry & Co
Texas
$251K -$25.4K -700 -9%
SQA
1070
Simon Quick Advisors
New Jersey
$249K -$212K -5,840 -47%
FWM
1071
Focused Wealth Management
New York
$249K -$47.2K -1,300 -16%
GAM
1072
Gotham Asset Management
New York
$248K +$241K +6,640 New
UAM
1073
UAS Asset Management
New York
$244K -$2.29M -63,230 -91%
GJCM
1074
Grand Jean Capital Management
California
$243K – – –
MWAC
1075
Mariner Wealth Advisors (Cincinnati)
Ohio
$243K +$25.4K +700 +12%