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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1051
HM Payson & Co
Maine
$264K -$770K -21,220 -75%
FLII
1052
First Long Island Investors
New York
$263K
RCM
1053
RNC Capital Management
California
$262K
SBWM
1054
Sunflower Bank Wealth Management
Arizona
$262K
VBFG
1055
Vishria Bird Financial Group
Tennessee
$262K
PFM
1056
Parsec Financial Management
North Carolina
$262K +$28.7K +790 +13%
Jones Financial Companies
1057
Jones Financial Companies
Missouri
$262K +$254K +7,000 New
NFG
1058
Noven Financial Group
Colorado
$261K -$34.5K -950 -12%
JA
1059
JOYN Advisors
Georgia
$259K +$2.18K +60 +0.9%
CC
1060
Courier Capital
New York
$259K +$251K +6,920 New
HHGA
1061
Halbert Hargrove Global Advisors
California
$257K -$17.1K -470 -6%
WA
1062
Waverly Advisors
Alabama
$257K
CCA
1063
Cobblestone Capital Advisors
New York
$254K -$63.5K -1,750 -20%
CBOA
1064
Commonwealth Bank of Australia
Australia
$253K
SIS
1065
Sound Income Strategies
Florida
$253K +$57.3K +1,580 +31%
RFA
1066
Reilly Financial Advisors
California
$252K -$5.44K -150 -2%
GBBWRPM
1067
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$252K +$54.4K +1,500 +29%
MTC
1068
McDaniel Terry & Co
Texas
$251K -$25.4K -700 -9%
SQA
1069
Simon Quick Advisors
New Jersey
$249K -$212K -5,840 -47%
FWM
1070
Focused Wealth Management
New York
$249K -$47.2K -1,300 -16%
GAM
1071
Gotham Asset Management
New York
$248K +$241K +6,640 New
UAM
1072
UAS Asset Management
New York
$244K -$2.29M -63,230 -91%
GJCM
1073
Grand Jean Capital Management
California
$243K
MWAC
1074
Mariner Wealth Advisors (Cincinnati)
Ohio
$243K +$25.4K +700 +12%
BWA
1075
BDO Wealth Advisors
Florida
$241K -$10.9K -300 -4%