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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1701
Appleton Partners
Massachusetts
$450K -$91.4K -679 -19%
EI
1702
Ellevest Inc
New York
$450K +$32.4K +241 +9%
PFM
1703
Parsec Financial Management
North Carolina
$449K -$404 -3 -0.1%
SOW
1704
State of Wyoming
Wyoming
$447K +$124K +921 +47%
WIC
1705
Whitegate Investment Counselors
New Hampshire
$446K – – –
CCIA
1706
Campbell & Co Investment Adviser
Maryland
$446K +$388K +2,886 New
FMB
1707
Field & Main Bank
Kentucky
$444K -$2.69K -20 -0.7%
LAIC
1708
Lederer & Associates Investment Counsel
California
$442K +$32.3K +240 +9%
RFN
1709
RDA Financial Network
Iowa
$439K -$60K -446 -14%
GAM
1710
Gould Asset Management
California
$439K +$28.9K +215 +8%
GIA
1711
GHP Investment Advisors
Colorado
$438K -$17.9K -133 -4%
WP
1712
WealthPLAN Partners
Nebraska
$438K +$3.1K +23 +0.9%
Choreo LLC
1713
Choreo LLC
Illinois
$437K +$9.69K +72 +3%
SAM
1714
Strategy Asset Managers
California
$437K +$26.5K +197 +7%
GCIA
1715
Gabelli & Co Investment Advisers
New York
$433K – – –
DOA
1716
D'Orazio & Associates
Virginia
$432K – – –
KP
1717
Keel Point
Alabama
$430K -$3.23K -24 -0.9%
VNA
1718
Valley National Advisers
Pennsylvania
$429K +$13.7K +102 +4%
SPC
1719
Stewart & Patten Company
California
$429K +$17.4K +129 +5%
Capula Management
1720
Capula Management
Cayman Islands
$425K -$596K -4,430 -62%
CIP
1721
Convergence Investment Partners
Florida
$425K -$14.5K -108 -4%
ML
1722
McAdam LLC
Pennsylvania
$425K -$3.9K -29 -1%
OL
1723
Optas LLC
Texas
$425K +$6.06K +45 +2%
CFA
1724
CWS Financial Advisors
Michigan
$424K -$9.69K -72 -3%
ONST
1725
Old North State Trust
North Carolina
$424K -$8.48K -63 -2%