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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1851
Schechter Investment Advisors
Michigan
$1.44M +$1.21M +24,425 New
MC
1852
Muhlenkamp & Co
Pennsylvania
$1.44M
SAM
1853
Summit Asset Management
Tennessee
$1.44M +$79K +1,595 +7%
AP
1854
Appleton Partners
Massachusetts
$1.43M -$75.3K -1,519 -6%
BOM
1855
Bank of Marin
California
$1.43M +$4.96K +100 +0.4%
WOC
1856
West Oak Capital
California
$1.43M -$8.67K -175 -0.7%
CBT
1857
Central Bank & Trust
Kentucky
$1.43M +$174K +3,518 +17%
BAAM
1858
Baker Avenue Asset Management
California
$1.43M +$573K +11,574 +92%
FCB
1859
First Command Bank
Texas
$1.42M
HTHT
1860
Hemenway Trust Hemenway Trust
New Hampshire
$1.42M +$49.1K +990 +4%
PPW
1861
Pinnacle Private Wealth
Massachusetts
$1.42M +$1.19M +24,027 New
GLA
1862
Great Lakes Advisors
Illinois
$1.42M -$12.6K -254 -1%
TFS
1863
TrustCore Financial Services
Tennessee
$1.42M -$87.6K -1,768 -7%
WFC
1864
Western Financial Corp
California
$1.42M +$203K +4,091 +21%
BRM
1865
Boston Research & Management
Massachusetts
$1.41M -$28.2K -570 -2%
GWA
1866
GGM Wealth Advisors
Maryland
$1.41M +$793 +16 +0.1%
DE
1867
Day & Ennis
Georgia
$1.41M +$10.4K +210 +0.9%
CA
1868
Carson Advisory
Georgia
$1.4M +$1.18M +23,773 New
WP
1869
WealthShield Partners
North Carolina
$1.4M +$892K +17,998 +313%
PG
1870
Proffitt & Goodson
Tennessee
$1.4M +$189K +3,817 +19%
PTC
1871
Philadelphia Trust Company
Pennsylvania
$1.39M +$25.7K +518 +2%
RFA
1872
Resurgent Financial Advisors
Georgia
$1.39M +$1.16M +23,510 New
AAMC
1873
Asset Allocation & Management Company
Illinois
$1.39M +$1.16M +23,499 New
AP
1874
Atwood & Palmer
Missouri
$1.39M -$991 -20 -0.1%
WPA
1875
Winning Points Advisors
Florida
$1.39M +$784K +15,824 +98%