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Name Holding Trade Value Shares
Change
Change in
Stake
Moneta Group Investment Advisors
851
Moneta Group Investment Advisors
Missouri
$537K +$33.4K +451 +7%
Chicago Partners Investment Group
852
Chicago Partners Investment Group
Illinois
$537K -$24.7K -334 -4%
FA
853
FDx Advisors
Illinois
$532K +$530K +7,171 New
Allworth Financial
854
Allworth Financial
California
$529K +$739 +10 +0.1%
SFG
855
SevenBridge Financial Group
Pennsylvania
$528K – – –
MC
856
Machina Capital
France
$528K -$961 -13 -0.2%
WIC
857
Woodmont Investment Counsel
Tennessee
$526K -$13.4K -181 -2%
Compagnie Lombard Odier SCmA
858
Compagnie Lombard Odier SCmA
Switzerland
$525K – – –
WSC
859
Wellington Shields & Co
New York
$525K – – –
PAM
860
Private Asset Management
California
$521K +$287K +3,885 +124%
JHP
861
James Hambro & Partners
United Kingdom
$519K – – –
SPA
862
Sherbrooke Park Advisers
New York
$517K +$515K +6,969 New
VFA
863
Voya Financial Advisors
Connecticut
$517K +$184K +2,492 +55%
FFC
864
First Financial Corp
Indiana
$516K -$59.5K -804 -10%
BCCM
865
Bridge Creek Capital Management
Massachusetts
$509K – – –
SM
866
Sciencast Management
New Jersey
$509K +$503K +6,807 New
HTHT
867
Hemenway Trust Hemenway Trust
New Hampshire
$504K -$12.9K -174 -2%
GEA
868
Glen Eagle Advisors
New Jersey
$501K +$222 +3 +0%
Perigon Wealth Management
869
Perigon Wealth Management
California
$499K +$209K +2,825 +72%
CWP
870
Core Wealth Partners
California
$498K -$40.6K -549 -8%
RCAG
871
Rehmann Capital Advisory Group
Michigan
$496K +$7.69K +104 +2%
Horizon Investments
872
Horizon Investments
North Carolina
$495K +$40.9K +553 +9%
TIM
873
Thompson Investment Management
Wisconsin
$494K +$739 +10 +0.2%
MJP
874
Michael J. Puzo
$493K +$9.24K +125 +2%
AOWM
875
Alpha Omega Wealth Management
Virginia
$492K -$1.85K -25 -0.4%