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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
851
Boston Family Office
Massachusetts
$384K -$6.5K -100 -2%
FFA
852
First Foundation Advisors
California
$384K +$3.06K +47 +0.8%
EIP
853
Ellis Investment Partners
Pennsylvania
$384K +$95.6K +1,470 +34%
CC
854
Courier Capital
New York
$383K
MA
855
Montag & Associates
Georgia
$382K -$30.5K -469 -8%
MWPCG
856
Measured Wealth Private Client Group
New Hampshire
$377K +$367K +5,641 New
LOAMS
857
Lombard Odier Asset Management (Switzerland)
Switzerland
$376K -$1.05M -16,183 -74%
LP
858
LMR Partners
United Kingdom
$376K -$532K -8,184 -59%
NG
859
Northstar Group
New York
$375K -$28.2K -433 -7%
LOAME
860
Lombard Odier Asset Management (Europe)
United Kingdom
$372K
MHIC
861
Marble Harbor Investment Counsel
Massachusetts
$371K
SSWM
862
Smith Salley Wealth Management
North Carolina
$367K -$34.7K -534 -9%
SWRP
863
Summit Wealth & Retirement Planning
California
$366K
BOPW
864
Brandywine Oak Private Wealth
Pennsylvania
$366K +$15.9K +244 +5%
RC
865
RegentAtlantic Capital
New Jersey
$365K -$30.6K -470 -8%
MIM
866
Moseley Investment Management
Florida
$364K +$354K +5,445 New
TFS
867
TrustCore Financial Services
Tennessee
$363K +$354K +5,434 New
PA
868
Parallel Advisors
California
$361K +$70.1K +1,077 +25%
SCM
869
Southport Capital Management
Tennessee
$360K -$38.1K -586 -10%
FFBTD
870
First Financial Bank - Trust Division
Ohio
$358K -$6.5K -100 -2%
BIM
871
Bridges Investment Management
Nebraska
$358K
RG
872
Rikoon Group
New Mexico
$356K -$13K -200 -4%
DP
873
Dearborn Partners
Illinois
$354K -$348K -5,354 -50%
AWA
874
Arete Wealth Advisors
Illinois
$354K -$132K -2,024 -28%
LA
875
Lau Associates
Delaware
$352K -$26.5K -408 -7%