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Name Holding Trade Value Shares
Change
Change in
Stake
BBP
1951
Banco BTG Pactual
Brazil
$226K +$216K +996 New
PG
1952
Prostatis Group
Maryland
$226K -$26.7K -123 -11%
SDAM
1953
Shulman DeMeo Asset Management
New York
$225K – – –
RRCM
1954
Rappaport Reiches Capital Management
Illinois
$225K +$216K +993 New
BAM
1955
Bruderman Asset Management
New York
$224K – – –
BAS
1956
Brown Advisory Securities
Maryland
$224K +$14.3K +66 +7%
LFGH
1957
Lee Financial Group Hawaii
Hawaii
$224K +$215K +990 New
ECML
1958
Eagle Capital Management (Louisiana)
Louisiana
$221K – – –
FDCC
1959
Foster Dykema Cabot & Co
Massachusetts
$221K – – –
HTHT
1960
Hemenway Trust Hemenway Trust
New Hampshire
$221K – – –
NCM
1961
Nelson Capital Management
California
$221K – – –
NC
1962
NovaPoint Capital
Georgia
$221K – – –
JF
1963
JSF Financial
California
$220K -$56K -258 -21%
AL
1964
ACAS LLC
California
$220K – – –
WFA
1965
Wellspring Financial Advisors
Ohio
$219K +$210K +966 New
SFA
1966
Seneca Financial Advisors
New York
$219K -$13K -60 -6%
BIA
1967
Bigelow Investment Advisors
Maine
$218K – – –
EWF
1968
Epstein & White Financial
California
$218K +$1.95K +9 +0.9%
Cohen & Steers
1969
Cohen & Steers
New York
$218K +$2.6K +12 +1%
BSB
1970
Bangor Savings Bank
Maine
$218K +$13K +60 +7%
IDA
1971
Intelligence Driven Advisers
California
$218K +$209K +963 New
WW
1972
Westshore Wealth
California
$217K – – –
GWM
1973
Greenwich Wealth Management
Connecticut
$216K +$206K +951 New
BWM
1974
BT Wealth Management
Georgia
$215K +$651 +3 +0.3%
KFS
1975
Kelly Financial Services
Massachusetts
$214K -$16.9K -78 -8%