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Name Holding Trade Value Shares
Change
Change in
Stake
M
826
MOTCO
Texas
$384K +$108K +1,854 +43%
IP
827
Intellectus Partners
California
$383K -$72.1K -1,239 -17%
Vanguard Personalized Indexing Management
828
Vanguard Personalized Indexing Management
California
$383K -$37.8K -650 -10%
SBWM
829
Sunflower Bank Wealth Management
Arizona
$380K -$29.4K -505 -8%
KPW
830
Kore Private Wealth
New York
$379K +$58 +1 +0%
WMA
831
Wealth Management Associates
New Jersey
$378K +$90.1K +1,548 +34%
WTC
832
WhitTier Trust Company
Nevada
$375K -$23.3K -400 -6%
AWM
833
Aberdeen Wealth Management
Illinois
$374K -$25.3K -434 -7%
GIP
834
Granite Investment Partners
California
$373K
PAS
835
Park Avenue Securities
New York
$372K +$93.4K +1,605 +37%
MJP
836
Michael J. Puzo
$367K -$11.6K -200 -3%
FL
837
Fort LP
Maryland
$366K -$248K -4,258 -42%
IWC
838
Integrated Wealth Concepts
Massachusetts
$366K +$15.2K +261 +5%
FFA
839
First Foundation Advisors
California
$365K -$7.68K -132 -2%
BFG
840
Beacon Financial Group
Texas
$363K -$29.1K -500 -8%
GT
841
Greenleaf Trust
Michigan
$363K +$30.1K +518 +10%
SAA
842
Southeast Asset Advisors
Georgia
$360K
SVWAG
843
Sound View Wealth Advisors Group
Georgia
$359K +$25.5K +438 +8%
BFO
844
Boston Family Office
Massachusetts
$358K
RTC
845
Riverview Trust Company
Washington
$357K
SP
846
Symmetry Partners
Connecticut
$356K +$332K +5,714 New
EFS
847
Essex Financial Services
Connecticut
$352K -$15.6K -268 -5%
CPSC
848
Carl P. Sherr & Co
Massachusetts
$350K
WC
849
Weil Company
California
$350K
YWP
850
YorkBridge Wealth Partners
New York
$348K