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Name Holding Trade Value Shares
Change
Change in
Stake
AP
826
Appleton Partners
Massachusetts
$282K – – –
BHWA
827
Beacon Harbor Wealth Advisors
Virginia
$282K – – –
ITIM
828
Indiana Trust & Investment Management
Indiana
$282K – – –
WBCM
829
Wilson & Boucher Capital Management
California
$282K – – –
QCG
830
Quadrant Capital Group
Ohio
$280K -$6.26K -51 -3%
IFG
831
Independent Financial Group
California
$280K -$190K -1,549 -45%
NIMI
832
Natixis Investment Managers International
France
$279K +$231K +1,879 New
PWA
833
Phoenix Wealth Advisors
North Carolina
$278K – – –
DU
834
Delphia (USA)
Ontario, Canada
$277K -$328K -2,671 -59%
GI
835
Gradient Investments
Minnesota
$277K +$982 +8 +0.4%
BDF
836
Balasa Dinverno & Foltz
$275K +$227K +1,851 New
C
837
Covestor
United Kingdom
$273K +$73.1K +596 +48%
CGL
838
Clarius Group LLC
Washington
$272K – – –
SIC
839
Samalin Investment Counsel
New York
$270K -$66.1K -539 -23%
PA
840
Parallel Advisors
California
$270K -$21.5K -175 -9%
CPIA
841
Cornell Pochily Investment Advisors
New York
$270K +$3.68K +30 +2%
TA
842
Townsend & Associates
Colorado
$270K +$220K +1,793 New
SW
843
SVB Wealth
Massachusetts
$269K -$11K -90 -5%
LFM
844
LGT Fund Management
Liechtenstein
$269K – – –
BMC
845
Beaton Management Company
Massachusetts
$268K – – –
MJP
846
Michael J. Puzo
$268K – – –
TBA
847
Tower Bridge Advisors
Pennsylvania
$268K +$221K +1,800 New
GWAM
848
Guardian Wealth Advisors (Minnesota)
Minnesota
$267K -$1.72K -14 -0.8%
TSW
849
Thompson Siegel & Walmsley
Virginia
$266K – – –
PWS
850
Precision Wealth Strategies
Missouri
$265K +$219K +1,781 New