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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1626
Opes Wealth Management
California
$541K -$9.02K -67 -2%
WKWM
1627
Walter & Keenan Wealth Management
Indiana
$541K – – –
AA
1628
Argent Advisors
Louisiana
$538K +$53.3K +396 +13%
GSBTD
1629
Glenview State Bank Trust Department
Illinois
$535K – – –
AIS
1630
American Investment Services
Massachusetts
$535K +$7.67K +57 +2%
Foster Group
1631
Foster Group
Iowa
$535K +$21.5K +160 +5%
HHGA
1632
Halbert Hargrove Global Advisors
California
$533K +$52.1K +387 +13%
PHAM
1633
Palisades Hudson Asset Management
Florida
$529K – – –
CF
1634
Centaurus Financial
California
$529K +$15.6K +116 +4%
FIM
1635
Freedom Investment Management
Connecticut
$528K -$30.7K -228 -6%
AFAS
1636
Acorn Financial Advisory Services
Virginia
$526K +$942 +7 +0.2%
NAG
1637
Northstar Advisory Group
New Jersey
$525K -$1.65M -12,263 -78%
JHP
1638
James Hambro & Partners
United Kingdom
$525K -$909K -6,757 -67%
RIG
1639
Renaissance Investment Group
Massachusetts
$525K – – –
BAM
1640
Bellevue Asset Management
Washington
$522K – – –
MCA
1641
Mercer Capital Advisers
New Jersey
$521K – – –
Independent Financial Group
1642
Independent Financial Group
California
$520K +$56K +416 +14%
SDWIA
1643
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$518K – – –
FFG
1644
Frisch Financial Group
New York
$517K +$24.2K +180 +6%
JAG
1645
Journey Advisory Group
Kentucky
$517K +$159K +1,185 +55%
Welch Group
1646
Welch Group
Alabama
$512K -$96.8K -719 -18%
1WA
1647
180 Wealth Advisors
Washington
$510K -$15.7K -117 -4%
MC
1648
Machina Capital
France
$510K +$157K +1,164 +54%
CMA
1649
Cedar Mountain Advisors
Oregon
$508K -$21.4K -159 -5%
PAG
1650
Private Advisory Group
Washington
$506K -$10.5K -78 -2%