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Name Holding Trade Value Shares
Change
Change in
Stake
EWF
1551
Epstein & White Financial
California
$960K -$64.2K -2,557 -6%
TF
1552
Tompkins Financial
New York
$956K -$89.7K -3,574 -8%
LWCFA
1553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$956K -$18.9K -751 -2%
DAM
1554
Doheny Asset Management
California
$954K -$97.6K -3,887 -9%
VWM
1555
Venturi Wealth Management
Texas
$953K +$218K +8,687 +29%
CIM
1556
CIM Investment Management
Pennsylvania
$951K +$1.63K +65 +0.2%
WG
1557
Winton Group
United Kingdom
$944K +$186K +7,395 +23%
AIS
1558
American Investment Services
Massachusetts
$943K -$170K -6,779 -15%
UBG
1559
United Bank (Georgia)
Georgia
$943K -$135K -5,389 -12%
MLL
1560
Moody Lynn & Lieberson
Massachusetts
$943K -$61.2K -2,440 -6%
MWPCG
1561
Measured Wealth Private Client Group
New Hampshire
$942K +$975K +38,857 New
AW
1562
Alpha Windward
Massachusetts
$940K +$206K +8,195 +27%
FRM
1563
Fox Run Management
Connecticut
$939K +$972K +38,726 New
BWM
1564
BerganKDV Wealth Management
Minnesota
$938K +$70.5K +2,808 +8%
DG
1565
Delek Group
Israel
$938K +$970K +38,657 New
WPP
1566
Whalerock Point Partners
Rhode Island
$937K -$255K -10,159 -21%
SAM
1567
Sequent Asset Management
Texas
$936K -$46K -1,831 -5%
SRSA
1568
S.R. Schill & Associates
Washington
$935K +$6.88K +274 +0.7%
PG
1569
PEAK6 Group
Illinois
$934K +$966K +38,495 New
AIC
1570
Argus Investors Counsel
New York
$932K +$965K +38,429 New
CCT
1571
Chemung Canal Trust
New York
$929K -$849K -33,815 -47%
DLA
1572
Douglas Lane & Associates
New York
$928K +$212K +8,460 +28%
LKIM
1573
Lawson Kroeker Investment Management
Nebraska
$927K +$17.4K +695 +2%
WOC
1574
West Oak Capital
California
$926K -$214K -8,527 -18%
MWM
1575
Marietta Wealth Management
Georgia
$924K +$34.7K +1,381 +4%