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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1801
Triangle Securities Wealth Management
North Carolina
$690K -$67.8K -1,694 -9%
OWA
1802
One Wealth Advisors
California
$688K -$1K -25 -0.1%
MCM
1803
McRae Capital Management
New Jersey
$686K -$153K -3,821 -18%
RHDIC
1804
R.H. Dinel Investment Counsel
California
$686K
DBIA
1805
Dumont & Blake Investment Advisors
New Jersey
$683K -$12.5K -311 -2%
MJP
1806
Michael J. Puzo
$681K -$10.6K -264 -2%
IC
1807
InterOcean Capital
Illinois
$680K -$153K -3,810 -18%
GLI
1808
Guardian Life Insurance
New York
$680K -$25.1K -626 -4%
HT
1809
HAP Trading
New York
$675K +$671K +16,746 New
AWA
1810
Alaska Wealth Advisors
Alaska
$674K
TC
1811
TAP Consulting
Missouri
$671K +$667K +16,665 New
HFA
1812
Hoover Financial Advisors
Pennsylvania
$669K
STA
1813
Summit Trail Advisors
New York
$669K +$665K +16,611 New
AWP
1814
Ascent Wealth Partners
New York
$668K -$25.4K -635 -4%
BCA
1815
Berman Capital Advisors
Georgia
$668K -$15.4K -384 -2%
FNC
1816
First National Corp
Massachusetts
$668K -$3.48K -87 -0.5%
PWPS
1817
Pinnacle Wealth Planning Services
Ohio
$666K -$161K -4,032 -20%
TCM
1818
Telos Capital Management
California
$665K -$1.6K -40 -0.2%
CA
1819
Cambridge Advisors
Nebraska
$665K +$681 +17 +0.1%
PTB
1820
Pioneer Trust Bank
Oregon
$664K -$119K -2,974 -15%
HCP
1821
Holt Capital Partners
Texas
$662K
AIM
1822
Allen Investment Management
New York
$659K +$655K +16,359 New
PC
1823
Port Capital
Illinois
$655K +$1.4K +35 +0.2%
CG
1824
Corundum Group
Colorado
$654K -$414K -10,344 -39%
KIC
1825
Keating Investment Counselors
Florida
$650K -$24.3K -606 -4%