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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1826
PBMares Wealth Management
Virginia
$973K +$173 +4 +0%
DE
1827
Day & Ennis
Georgia
$972K +$389 +9 +0%
BRM
1828
Boston Research & Management
Massachusetts
$972K -$3.15K -73 -0.3%
WSCM
1829
Wellington Shields Capital Management
New York
$969K -$305K -7,060 -23%
KF
1830
Krilogy Financial
Missouri
$967K -$145K -3,368 -12%
VDI
1831
Vaughan David Investments
Illinois
$962K -$76K -1,759 -7%
BI
1832
Berkeley Inc
Idaho
$960K +$39.6K +917 +4%
SM
1833
Sweeney & Michel
California
$956K +$1.08M +24,909 New
PPW
1834
Parcion Private Wealth
Washington
$953K +$14.3K +332 +1%
HTHT
1835
Hemenway Trust Hemenway Trust
New Hampshire
$949K -$162K -3,750 -14%
AIM
1836
Alhambra Investment Management
Florida
$944K +$61K +1,412 +6%
SC
1837
Sawyer & Company
Massachusetts
$943K -$11.8K -274 -1%
WAM
1838
Weinberger Asset Management
California
$938K
AWM
1839
Aberdeen Wealth Management
Illinois
$938K -$198K -4,574 -17%
GCA
1840
Gradient Capital Advisors
California
$936K -$3.02K -70 -0.3%
RPCONE
1841
Retirement Planning Company of New England
Rhode Island
$936K -$13K -302 -1%
DG
1842
DMC Group
Alabama
$934K +$56.8K +1,316 +6%
CMS
1843
Capital Market Strategies
Florida
$931K -$137K -3,181 -12%
PTC
1844
Philadelphia Trust Company
Pennsylvania
$929K
ABLA
1845
Alan B. Lancz & Associates
Ohio
$928K +$5.66K +131 +0.6%
DA
1846
Dover Advisors
Virginia
$927K +$110K +2,540 +13%
B
1847
Bellecapital
Switzerland
$926K +$219K +5,077 +29%
GWS
1848
Glassman Wealth Services
Virginia
$926K -$121K -2,800 -11%
IWA
1849
IVC Wealth Advisors
Pennsylvania
$925K -$29.2K -676 -3%
PG
1850
Proffitt & Goodson
Tennessee
$925K