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Name Holding Trade Value Shares
Change
Change in
Stake
FBA
1776
Front Barnett Associates
Illinois
$500K
GIA
1777
Granite Investment Advisors
New Hampshire
$496K -$59.5K -1,740 -11%
KA
1778
Klingman & Associates
New York
$494K -$22K -645 -4%
JGIA
1779
Jackson Grant Investment Advisers
Connecticut
$492K +$1.13K +33 +0.2%
HFP
1780
Holistic Financial Partners
Indiana
$490K -$16.4K -481 -3%
IDBONY
1781
Israel Discount Bank of New York
New York
$490K -$444 -13 -0.1%
CA
1782
Cortland Associates
Missouri
$485K -$11.1K -325 -2%
SC
1783
Scholtz & Company
Connecticut
$483K
DAM
1784
Diamant Asset Management
Connecticut
$482K -$8.65K -253 -2%
PPCM
1785
Pillar Pacific Capital Management
California
$482K
RAM
1786
Redmond Asset Management
Virginia
$477K +$41.4K +1,212 +10%
MWM
1787
Meridian Wealth Management
Kentucky
$475K +$15.9K +465 +3%
HCIA
1788
Hochman Cole Investment Advisors
Illinois
$474K +$111K +3,250 +31%
AF
1789
Allworth Financial
California
$473K -$6.25K -183 -1%
BWA
1790
Burt Wealth Advisors
Maryland
$473K +$308 +9 +0.1%
MWVC
1791
Morgens Waterfall Vintiadis & Co
New York
$472K
IWP
1792
Icon Wealth Partners
Texas
$469K -$75.6K -2,211 -14%
MWM
1793
Merriman Wealth Management
Washington
$468K +$16.6K +487 +4%
BRA
1794
Bender Robert & Associates
California
$466K +$3.62K +106 +0.8%
TAM
1795
Trillium Asset Management
Massachusetts
$464K -$6.25K -183 -1%
WRM
1796
Weybosset Research & Management
Rhode Island
$464K -$1.81K -53 -0.4%
CCWA
1797
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$463K -$218K -6,374 -32%
CPIA
1798
Cornell Pochily Investment Advisors
New York
$462K -$186K -5,448 -29%
TFS
1799
TrustCore Financial Services
Tennessee
$462K +$16.7K +489 +4%
AIM
1800
Avity Investment Management
Connecticut
$461K