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Name Holding Trade Value Shares
Change
Change in
Stake
PIMJS
1101
PKO Investment Management Joint-Stock
Poland
$2.79M
WEC
1102
Winslow Evans & Crocker
Massachusetts
$2.78M +$134K +3,343 +5%
HFA
1103
HC Financial Advisors
California
$2.77M +$2.75M +68,677 New
BWM
1104
BerganKDV Wealth Management
Minnesota
$2.77M +$316K +7,896 +13%
BO
1105
BRR OpCo
Ohio
$2.75M +$1.05M +26,250 +63%
HCM
1106
Howland Capital Management
Massachusetts
$2.75M -$257K -6,417 -9%
IC
1107
Intersect Capital
California
$2.74M -$60.2K -1,502 -2%
DLA
1108
Douglas Lane & Associates
New York
$2.74M +$29.8K +744 +1%
DI
1109
Diligent Investors
California
$2.73M -$19.4K -485 -0.7%
ST
1110
Somerset Trust
Pennsylvania
$2.73M
EWM
1111
Evermay Wealth Management
Virginia
$2.72M +$5.05K +126 +0.2%
CFMC
1112
Curbstone Financial Management Corp
New Hampshire
$2.72M +$168K +4,200 +7%
CT
1113
Chicago Trust
Illinois
$2.72M -$88.6K -2,212 -3%
NSEDCP
1114
NJ State Employees Deferred Compensation Plan
New Jersey
$2.72M -$1.6M -40,052 -37%
MWM
1115
Mission Wealth Management
California
$2.71M +$240K +6,005 +10%
LJAC
1116
L.J. Altfest & Co
New York
$2.7M -$466K -11,645 -15%
JWM
1117
JGP Wealth Management
Oregon
$2.69M -$176K -4,383 -6%
HAG
1118
HighPoint Advisor Group
Illinois
$2.69M -$165K -4,115 -6%
WF
1119
WealthTrust Fairport
Ohio
$2.69M +$48K +1,198 +2%
WIS
1120
Wright Investors Service
Connecticut
$2.68M -$313K -7,809 -11%
CCFCSB
1121
Cape Cod Five Cents Savings Bank
Massachusetts
$2.67M -$87.9K -2,196 -3%
FANJ
1122
Financial Architects (New Jersey)
New Jersey
$2.67M -$143K -3,577 -5%
GCM
1123
Gables Capital Management
Florida
$2.66M -$53.8K -1,344 -2%
BP
1124
Ballentine Partners
Massachusetts
$2.66M -$156K -3,906 -6%
BHBT
1125
Burke & Herbert Bank & Trust
Virginia
$2.66M -$34.7K -866 -1%