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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1301
Freedom Investment Management
Connecticut
$9.89M -$108K -2,076 -1%
PMG
1302
ProVise Management Group
Florida
$9.85M +$36.2K +696 +0.4%
JIP
1303
Jaffetilchin Investment Partners
Florida
$9.84M +$205K +3,932 +2%
WA
1304
Winfield Associates
Ohio
$9.82M +$10.4K +200 +0.1%
MMPW
1305
Mitchell McLeod Pugh & Williams
Alabama
$9.8M -$225K -4,316 -2%
UONDDL
1306
University of Notre Dame du Lac
Indiana
$9.79M -$10.5M -200,764 -54%
SCM
1307
Schnieders Capital Management
California
$9.79M -$328K -6,296 -4%
WAM
1308
Wallington Asset Management
Indiana
$9.78M +$39.6K +760 +0.4%
AMM
1309
American Money Management
California
$9.77M -$314K -6,028 -3%
SAM
1310
Selway Asset Management
$9.76M -$748K -14,364 -8%
WBC
1311
West Branch Capital
Massachusetts
$9.75M -$157K -3,016 -2%
KWMG
1312
King Wealth Management Group
Florida
$9.75M +$1.19M +22,864 +15%
HCM
1313
Howland Capital Management
Massachusetts
$9.74M +$81.9K +1,572 +0.9%
PBT
1314
Pictet Bank & Trust
Bahamas
$9.74M -$417K -8,016 -4%
Fuller & Thaler Asset Management
1315
Fuller & Thaler Asset Management
California
$9.71M -$6.25M -120,068 -41%
PWAG
1316
Polaris Wealth Advisory Group
California
$9.7M +$8.6M +165,180 +2,474%
CC
1317
Cognios Capital
Kansas
$9.68M -$586K -11,252 -6%
HKIM
1318
Hayek Kallen Investment Management
Alabama
$9.67M -$223K -4,276 -2%
CBT
1319
Central Bank & Trust
Kentucky
$9.67M -$159K -3,052 -2%
DWM
1320
Dakota Wealth Management
Florida
$9.64M +$577K +11,084 +7%
AF
1321
Allworth Financial
California
$9.61M +$783K +15,040 +10%
MCM
1322
Mengis Capital Management
Oregon
$9.59M -$261K -5,016 -3%
ATFA
1323
All Terrain Financial Advisors
Minnesota
$9.54M -$138K -2,656 -2%
BP
1324
Broadleaf Partners
Ohio
$9.54M -$174K -3,340 -2%
SCM
1325
Southport Capital Management
Tennessee
$9.54M +$20K +384 +0.2%