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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1926
Carmichael Hill & Associates
Maryland
$438K -$10.4K -305 -2%
TA
1927
TCG Advisors
Texas
$437K -$697K -20,465 -59%
BRA
1928
Bender Robert & Associates
California
$437K
AWP
1929
Ascent Wealth Partners
New York
$436K -$53.9K -1,581 -10%
PGA
1930
Portland Global Advisors
Maine
$433K -$121K -3,543 -20%
PPCM
1931
Pillar Pacific Capital Management
California
$430K -$26.5K -779 -5%
EIA
1932
Edgemoor Investment Advisors
Maryland
$430K
PWMG
1933
Prestige Wealth Management Group
New Jersey
$429K -$145K -4,249 -24%
IC
1934
InterOcean Capital
Illinois
$428K -$40.4K -1,186 -8%
FIM
1935
Fruth Investment Management
Texas
$428K -$1.12K -33 -0.2%
PWAP
1936
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$427K -$34.4K -1,010 -8%
EBT
1937
Enterprise Bank & Trust
Massachusetts
$426K -$195K -5,710 -29%
AIM
1938
Avity Investment Management
Connecticut
$425K
WI
1939
Wedgewood Investors
Pennsylvania
$425K
ZAM
1940
Zevin Asset Management
Massachusetts
$423K
MFG
1941
Merit Financial Group
Georgia
$423K +$22.2K +651 +5%
PFGIA
1942
Patriot Financial Group Insurance Agency
Massachusetts
$423K +$54.1K +1,589 +13%
ED
1943
Exane Derivatives
France
$423K -$49.1K -1,441 -10%
BWA
1944
Burt Wealth Advisors
Maryland
$422K +$8.42K +247 +2%
BA
1945
Bristlecone Advisors
Washington
$421K -$646K -18,972 -58%
PCS
1946
Personal CFO Solutions
New Jersey
$420K +$52.2K +1,533 +13%
CIS
1947
Capital International Sarl
California
$419K -$565K -16,579 -55%
RWM
1948
RKL Wealth Management
Pennsylvania
$419K -$14.9K -436 -3%
NME
1949
Notis-McConarty Edward
$419K -$9.71K -285 -2%
XSC
1950
X-Square Capital
Puerto Rico
$419K +$94.1K +2,761 +26%