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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1651
HCR Wealth Advisors
California
$515K +$482K +9,640 New
MCM
1652
McRae Capital Management
New Jersey
$513K +$10.5K +210 +2%
HR
1653
Howe & Rusling
New York
$510K -$19.5K -390 -4%
HTHT
1654
Hemenway Trust Hemenway Trust
New Hampshire
$509K +$49K +981 +11%
PFA
1655
Paradigm Financial Advisors
Missouri
$508K +$74.4K +1,488 +18%
ARMC
1656
American Research & Management Company
Massachusetts
$507K
CFA
1657
Capstone Financial Advisors
Illinois
$505K +$17.3K +347 +4%
MSU
1658
Mizuho Securities USA
New York
$504K -$1.07M -21,375 -69%
EMA
1659
Efficient Market Advisors
California
$504K -$179K -3,575 -27%
SFM
1660
Signature Financial Management
Virginia
$501K -$21K -421 -4%
PIM
1661
Parasol Investment Management
Illinois
$498K +$21.5K +431 +5%
PFBT
1662
Parkside Financial Bank & Trust
Missouri
$494K -$185K -3,692 -29%
HFA
1663
High Falls Advisors
New York
$494K -$2.6K -52 -0.6%
RFS
1664
Rockefeller Financial Services
New York
$494K +$10K +200 +2%
PFM
1665
Peak Financial Management
Massachusetts
$491K
LWM
1666
LBA Wealth Management
Florida
$488K -$23.2K -465 -5%
BAM
1667
Brave Asset Management
New Jersey
$488K
HPWM
1668
Highland Private Wealth Management
Washington
$487K +$40.5K +810 +10%
GRP
1669
Global Retirement Partners
California
$487K +$456K +9,126 New
LRPA
1670
L. Roy Papp & Associates
Arizona
$486K -$650 -13 -0.1%
BMCM
1671
Bryn Mawr Capital Management
Pennsylvania
$486K +$455K +9,106 New
CAS
1672
Cue Advisory Services
Arizona
$485K +$130K +2,610 +40%
PCTC
1673
Perkins Coie Trust Company
Washington
$481K +$24.1K +483 +6%
CFG
1674
CKW Financial Group
Hawaii
$473K
AWA
1675
Arete Wealth Advisors
Illinois
$470K -$741K -14,836 -63%