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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1351
Circle Wealth Management
New Jersey
$928K -$79.4K -1,687 -8%
AWM
1352
Altavista Wealth Management
North Carolina
$928K +$78.8K +1,675 +10%
CCMW
1353
Cypress Capital Management (Wyoming)
Wyoming
$927K -$2.82K -60 -0.3%
ADL
1354
Asset Dedication LLC
California
$923K +$8.33K +177 +1%
TRIM
1355
Thompson Rubinstein Investment Management
Oregon
$923K +$9.83K +209 +1%
DMK
1356
David M. Knott
$906K
S
1357
SignatureFD
Georgia
$903K +$97.9K +2,081 +13%
NME
1358
Notis-McConarty Edward
$900K
WPW
1359
Waldron Private Wealth
Pennsylvania
$895K +$147K +3,124 +21%
BWM
1360
Baystate Wealth Management
Massachusetts
$892K -$25.3K -537 -3%
JFL
1361
Jarislowsky, Fraser Ltd
Quebec, Canada
$891K -$159K -3,380 -16%
RCM
1362
RB Capital Management
Nevada
$889K +$201K +4,276 +31%
Grantham, Mayo, Van Otterloo & Co (GMO)
1363
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$886K -$4.52M -96,000 -84%
CHP
1364
Cable Hill Partners
Oregon
$886K +$435K +9,244 +107%
BLAM
1365
Bourne Lent Asset Management
New York
$885K -$233K -4,950 -22%
FCB
1366
First Command Bank
Texas
$885K -$128K -2,724 -13%
FCFS
1367
First Command Financial Services
Texas
$885K -$128K -2,724 -13%
SS
1368
Simplicity Solutions
Minnesota
$883K -$2.35M -49,860 -74%
NB
1369
Nicolet Bankshares
Wisconsin
$882K -$49.6K -1,055 -6%
CWP
1370
Capital Wealth Planning
Florida
$881K -$408K -8,668 -33%
WP
1371
WealthPLAN Partners
Nebraska
$881K +$187K +3,981 +29%
PAG
1372
Pinnacle Advisory Group
Maryland
$879K +$6.16K +131 +0.7%
HI
1373
Harrington Investments
California
$879K +$836K +17,760 New
TAM
1374
Taurus Asset Management
New York
$878K -$8.66K -184 -1%
ROTUOC
1375
Regents of the University of California
California
$878K