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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1451
Partnervest Advisory Services
California
$894K +$53.2K +1,026 +7%
SL
1452
Summitry LLC
California
$891K +$219K +4,221 +36%
Jennison Associates
1453
Jennison Associates
New York
$891K +$828K +15,962 New
LWCFA
1454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$890K +$355K +6,852 +75%
AAS
1455
Annex Advisory Services
Wisconsin
$889K +$20.2K +389 +3%
BWM
1456
Braver Wealth Management
Massachusetts
$887K -$98.2K -1,893 -11%
WCBA
1457
Weaver C. Barksdale & Associates
Tennessee
$885K +$16K +308 +2%
JDR
1458
Jay D. Rosenbaum
$883K +$293K +5,648 +55%
PFBT
1459
Parkside Financial Bank & Trust
Missouri
$877K +$9.75K +188 +1%
TIA
1460
Tiemann Investment Advisors
California
$861K +$18.4K +354 +2%
SBL
1461
Sargent Bickham Lagudis
Colorado
$857K +$23.5K +454 +3%
GLI
1462
Guardian Life Insurance
New York
$853K +$11.8K +228 +2%
ADL
1463
Asset Dedication LLC
California
$851K +$22K +425 +3%
BWAM
1464
Boyd Watterson Asset Management
Ohio
$845K +$340K +6,557 +76%
IAS
1465
IMA Advisory Services
Colorado
$844K -$268K -5,165 -25%
FRM
1466
Fox Run Management
Connecticut
$843K +$218K +4,200 +39%
NG
1467
NatWest Group
United Kingdom
$842K -$81.4K -1,570 -9%
MSTVIM
1468
Messner & Smith Theme Value Investment Management
California
$837K -$2.59K -50 -0.3%
BWP
1469
Baldwin Wealth Partners
Massachusetts
$831K +$28.5K +550 +4%
OAM
1470
Occidental Asset Management
California
$831K +$67.4K +1,300 +10%
PG
1471
Patten Group
Tennessee
$829K -$35K -674 -4%
VWA
1472
V Wealth Advisors
Kansas
$825K +$78.4K +1,511 +11%
MCWS
1473
McKinley Carter Wealth Services
West Virginia
$820K +$4.88K +94 +0.6%
MCM
1474
Manchester Capital Management
Vermont
$817K -$6.17K -119 -0.8%
AWM
1475
AllSquare Wealth Management
New York
$814K -$15.6K -300 -2%