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Name Holding Trade Value Shares
Change
Change in
Stake
HW
1051
Hedeker Wealth
Illinois
$693K +$9.49K +140 +1%
ST
1052
Smithfield Trust
Pennsylvania
$688K -$13.1K -193 -2%
RC
1053
RBO & Co
California
$688K
PRHC
1054
P.R. Herzig & Co
New York
$685K
DLHL
1055
Donald L. Hagan LLC
Florida
$683K +$64.3K +949 +10%
LJAC
1056
L.J. Altfest & Co
New York
$680K +$31.2K +461 +5%
AIM
1057
Aspen Investment Management
Michigan
$670K
FPFS
1058
First Personal Financial Services
North Carolina
$663K -$8.67K -128 -1%
CIA
1059
Capital Investment Advisors
Georgia
$659K +$173K +2,553 +35%
FANJ
1060
Financial Architects (New Jersey)
New Jersey
$651K +$59.4K +876 +10%
TFA
1061
Transamerica Financial Advisors
Florida
$649K -$13.6K -200 -2%
CFA
1062
Carroll Financial Associates
North Carolina
$644K +$563K +8,312 +651%
EDRE
1063
Edmond de Rothschild (Europe)
Luxembourg
$644K +$650K +9,584 New
BWP
1064
Baldwin Wealth Partners
Massachusetts
$626K
JIC
1065
Johnson Investment Counsel
Ohio
$621K +$14K +206 +2%
BLAM
1066
Bourne Lent Asset Management
New York
$618K -$54.2K -800 -8%
NCMW
1067
Northern Capital Management (Wisconsin)
Wisconsin
$613K -$83K -1,225 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
1068
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$604K +$610K +9,000 New
PMFA
1069
Plante Moran Financial Advisors
Michigan
$601K
MC
1070
Miles Capital
Iowa
$600K -$48.6K -717 -7%
GC
1071
Gratry & Company
Ohio
$600K
DWT
1072
Dorsey & Whitney Trust
South Dakota
$599K +$48K +709 +9%
WJA
1073
Williams Jones & Associates
New York
$592K +$5.69K +84 +1%
F
1074
FolioMetrix
Nebraska
$592K +$192K +2,836 +45%
AIM
1075
Acropolis Investment Management
Missouri
$588K -$24.4K -360 -4%