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Name Holding Trade Value Shares
Change
Change in
Stake
MJP
876
Michael J. Puzo
$482K
CCA
877
Checchi Capital Advisers
California
$479K +$31.8K +394 +7%
PAMG
878
Patton Albertson Miller Group
Tennessee
$478K -$13.5K -167 -3%
OTL
879
Oak Thistle LLC
New York
$478K +$473K +5,850 New
FLPIM
880
F.L. Putnam Investment Management
Massachusetts
$476K -$26.1K -323 -5%
WMA
881
Wealth Management Associates
New Jersey
$476K -$20.2K -250 -4%
WCM
882
Washington Capital Management
Washington
$476K +$471K +5,825 New
CGL
883
Clarius Group LLC
Washington
$475K
SAA
884
Southeast Asset Advisors
Georgia
$472K
AIM
885
Acropolis Investment Management
Missouri
$471K -$34.8K -430 -7%
NWM
886
Northcape Wealth Management
New York
$471K -$6.55K -81 -1%
CCG
887
Cypress Capital Group
Florida
$471K
AFS
888
Annapolis Financial Services
Maryland
$470K
RHJA
889
Rice Hall James & Associates
California
$468K
SFCL
890
Strengthening Families & Communities LLC
Massachusetts
$466K +$462K +5,711 New
IC
891
Intersect Capital
California
$465K +$727 +9 +0.2%
AWM
892
Apollon Wealth Management
South Carolina
$463K +$34.5K +427 +8%
BONH
893
Bank of New Hampshire
New Hampshire
$462K -$43.2K -535 -9%
CGFA
894
Colton Groome Financial Advisors
North Carolina
$462K -$2.1K -26 -0.5%
ES
895
Eagle Strategies
New York
$462K +$457K +5,657 New
SIA
896
Schechter Investment Advisors
Michigan
$461K +$10.8K +134 +2%
CPSC
897
Carl P. Sherr & Co
Massachusetts
$460K
MHS
898
M Holdings Securities
Oregon
$460K +$456K +5,639 New
SVWAG
899
Sound View Wealth Advisors Group
Georgia
$457K +$727 +9 +0.2%
FNBOH
900
First National Bank of Hutchinson
Kansas
$456K +$6.71K +83 +2%