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Name Holding Trade Value Shares
Change
Change in
Stake
MAC
1301
Mason & Associates (California)
California
$726K +$7.95K +42 +0.7%
ZIC
1302
ZWJ Investment Counsel
Georgia
$725K -$47.3K -250 -4%
GAM
1303
Gemmer Asset Management
California
$723K -$36K -190 -3%
LGA
1304
Lebenthal Global Advisors
New York
$723K +$128K +677 +13%
IHL
1305
Investment House LLC
California
$722K
HCMG
1306
Howard Capital Management Group
California
$721K
OA
1307
Oak Associates
Ohio
$717K
FCP
1308
Fidelis Capital Partners
Florida
$715K +$1.13M +5,971 New
WWA
1309
WC Walker & Associates
California
$715K -$22.5K -119 -3%
TNBTD
1310
Trustmark National Bank Trust Department
Mississippi
$714K +$1.1M +5,795 New
NAG
1311
Northstar Advisory Group
New Jersey
$713K +$263K +1,391 +32%
KA
1312
Kercheville Advisors
Texas
$712K +$203K +1,074 +23%
BWFA
1313
Baltimore-Washington Financial Advisors
Maryland
$711K -$73.8K -390 -6%
WIS
1314
Wright Investors Service
Connecticut
$710K -$604K -3,191 -36%
SIC
1315
Salem Investment Counselors
North Carolina
$710K -$189 -1 -0%
MTWM
1316
Masso Torrence Wealth Management
New Jersey
$708K -$17K -90 -2%
SFA
1317
Souders Financial Advisors
Ohio
$708K +$527K +2,783 +94%
GEA
1318
Glen Eagle Advisors
New Jersey
$707K +$63.8K +337 +6%
PIM
1319
Profit Investment Management
Maryland
$707K +$51.3K +271 +5%
BWP
1320
Baldwin Wealth Partners
Massachusetts
$706K -$709K -3,743 -40%
V
1321
ViaWealth
Kansas
$705K +$1.11M +5,885 New
MA
1322
Montag & Associates
Georgia
$704K -$235K -1,241 -18%
PI
1323
PFS Investments
Georgia
$703K +$47.9K +253 +5%
MA
1324
Momentum Advisors
New York
$703K -$105K -552 -9%
BBWA
1325
Bell & Brown Wealth Advisors
California
$702K +$342K +1,807 +46%