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Name Holding Trade Value Shares
Change
Change in
Stake
WWA
776
WC Walker & Associates
California
$584K +$9.86K +80 +2%
GIM
777
Grassi Investment Management
California
$581K +$61.6K +500 +14%
WFI
778
West Family Investments
California
$580K +$489K +3,970 New
BBHC
779
Brown Brothers Harriman & Co
New York
$579K – – –
CW
780
CreativeOne Wealth
Kansas
$577K -$98.6K -800 -17%
OIM
781
Oder Investment Management
California
$574K -$6.16K -50 -1%
VC
782
Vicus Capital
Pennsylvania
$574K – – –
BG
783
Bollard Group
Massachusetts
$573K – – –
MCP
784
Mirador Capital Partners
California
$573K +$153K +1,240 +46%
GT
785
Greenleaf Trust
Michigan
$570K +$18.5K +150 +4%
JWM
786
JGP Wealth Management
Oregon
$566K +$9.86K +80 +2%
OPWM
787
Oakwell Private Wealth Management
Texas
$565K +$12.3K +100 +3%
IA
788
IFP Advisors
Florida
$564K -$60.4K -490 -11%
CAI
789
Capital Advisors Inc
Oklahoma
$561K +$250K +2,030 +112%
JIC
790
Johnson Investment Counsel
Ohio
$555K +$6.16K +50 +1%
WAG
791
Winthrop Advisory Group
Massachusetts
$554K -$9.86K -80 -2%
ICP
792
Interchange Capital Partners
Pennsylvania
$552K -$320K -2,600 -41%
VHAM
793
Van Hulzen Asset Management
California
$551K -$137K -1,110 -23%
FANJ
794
Financial Architects (New Jersey)
New Jersey
$551K – – –
DT
795
Diversified Trust
Tennessee
$549K +$1.23K +10 +0.3%
ECM
796
Evergreen Capital Management
Washington
$548K +$80.1K +650 +21%
DWM
797
Dorchester Wealth Management
Quebec, Canada
$546K +$8.63K +70 +2%
YIH
798
Y-Intercept (HK)
Hong Kong
$545K -$842K -6,830 -65%
BFA
799
Benedict Financial Advisors
Georgia
$545K – – –
FFA
800
Founders Financial Alliance
North Carolina
$543K – – –