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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
776
Blue Trust Inc
Georgia
$791K -$108K -2,039 -12%
CICI
777
Capital Investment Counsel Inc
North Carolina
$788K -$253K -4,771 -23%
PWM
778
Perigon Wealth Management
California
$784K +$20.5K +386 +2%
UFF
779
USA Financial Formulas
Michigan
$779K +$842K +15,859 New
HIC
780
Harvey Investment Company
Kentucky
$776K
BL
781
Balentine LLC
Georgia
$762K +$88K +1,658 +12%
NAS
782
Nicolet Advisory Services
Wisconsin
$761K +$223K +4,200 +38%
RFM
783
Royal Fund Management
Florida
$761K -$11.3K -213 -1%
MIM
784
Marco Investment Management
Georgia
$760K
BFA
785
Buttonwood Financial Advisors
Maryland
$758K -$3.56K -67 -0.4%
FCP
786
Fidelis Capital Partners
Florida
$758K +$60.4K +1,137 +7%
ST
787
Spinnaker Trust
Maine
$752K
CTC
788
Central Trust Company
Missouri
$751K +$26.9K +506 +3%
MMPW
789
Mitchell McLeod Pugh & Williams
Alabama
$743K +$9.56K +180 +1%
MUAMU
790
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$737K -$1.33M -25,000 -63%
WTA
791
Washington Trust Advisors
Massachusetts
$735K -$92K -1,733 -10%
LWM
792
Laidlaw Wealth Management
New York
$728K +$280K +5,267 +55%
AP
793
Appleton Partners
Massachusetts
$728K -$84.7K -1,595 -10%
SFG
794
Summit Financial Group
West Virginia
$715K +$10.6K +200 +1%
WR
795
WD Rutherford
Oregon
$706K +$603K +11,355 +376%
SFA
796
Souders Financial Advisors
Ohio
$703K +$208K +3,916 +38%
LGA
797
Lebenthal Global Advisors
New York
$701K +$7.33K +138 +1%
ESCM
798
Echo Street Capital Management
New York
$701K +$317K +5,971 +72%
WPC
799
Wedmont Private Capital
Pennsylvania
$695K +$95.4K +1,796 +15%
KI
800
Keystone Investors
Singapore
$691K +$238K +4,475 +47%