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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1676
Sand Hill Global Advisors
California
$410K -$70.3K -1,355 -16%
AIA
1677
AIMZ Investment Advisors
California
$410K
WIA
1678
Westbourne Investment Advisors
Maryland
$405K +$22K +425 +6%
MLIC
1679
Mandatum Life Insurance Company
Finland
$404K +$84.4K +1,627 +29%
MTC
1680
McDaniel Terry & Co
Texas
$404K +$375K +7,232 New
KS
1681
Karpas Strategies
Connecticut
$403K
WCM
1682
Windward Capital Management
California
$399K +$13.6K +263 +4%
GCA
1683
Gideon Capital Advisors
New York
$396K +$368K +7,091 New
DDC
1684
DF Dent & Co
Maryland
$395K -$7.78K -150 -2%
SC
1685
Saybrook Capital
North Carolina
$391K
HHGA
1686
Halbert Hargrove Global Advisors
California
$390K -$9.7K -187 -3%
ACM
1687
Ashford Capital Management
Delaware
$389K
C
1688
CFO4Life
Texas
$388K +$47.3K +911 +15%
MIC
1689
MU Investments Company
Japan
$384K -$254K -4,900 -41%
DAC
1690
Dividend Assets Capital
South Carolina
$383K -$45.6K -879 -11%
IWA
1691
Inspirion Wealth Advisors
Illinois
$381K +$674 +13 +0.2%
SCM
1692
Stellar Capital Management
Arizona
$380K -$22.4K -431 -6%
CPO
1693
Cerity Partners OCIO
New York
$379K +$207 +4 +0.1%
SFS
1694
Summit Financial Strategies
Ohio
$378K +$16.2K +312 +5%
BBNB
1695
Baker Boyer National Bank
Washington
$377K -$11.3K -217 -3%
BWA
1696
Burt Wealth Advisors
Maryland
$375K -$57.1K -1,100 -14%
VWM
1697
Vector Wealth Management
Minnesota
$374K +$13.1K +253 +4%
AT
1698
Acadia Trust
Maine
$369K -$14.1K -271 -4%
GWS
1699
Glassman Wealth Services
Virginia
$368K +$21.8K +420 +7%
PCMK
1700
Paragon Capital Management (Kansas)
Kansas
$367K -$6.38K -123 -2%