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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2201
Osterweis Capital Management
California
$1.56M
DAM
2202
Deltec Asset Management
New York
$1.55M +$86.1K +2,000 +6%
AWS
2203
AJ Wealth Strategies
New York
$1.54M +$475K +11,024 +43%
TIM
2204
Total Investment Management
Arizona
$1.54M +$87K +2,020 +6%
GHAM
2205
Gilman Hill Asset Management
Connecticut
$1.53M -$11.9K -276 -0.7%
CWA
2206
Cypress Wealth Advisors
California
$1.53M -$1.21K -28 -0.1%
DAM
2207
Delta Asset Management
Tennessee
$1.52M +$77.5K +1,800 +5%
SHA
2208
Seneca House Advisors
Virginia
$1.52M -$58.4K -1,356 -4%
EDRIA
2209
Edmonds Duncan Registered Investment Advisors
Kansas
$1.52M +$165K +3,824 +12%
PI
2210
PHH Investments
Texas
$1.51M -$205K -4,768 -12%
JFA
2211
JNBA Financial Advisors
Minnesota
$1.5M +$128K +2,968 +9%
MWM
2212
Mascoma Wealth Management
New Hampshire
$1.49M -$11K -256 -0.7%
VDFA
2213
Vickerman & Driscoll Financial Advisors
Washington
$1.49M +$106K +2,456 +7%
FCCM
2214
First City Capital Management
Georgia
$1.49M +$861 +20 +0.1%
VCM
2215
Versant Capital Management
Arizona
$1.48M -$668K -15,508 -31%
MSU
2216
Mizuho Securities USA
New York
$1.48M -$36.1M -839,604 -96%
MCM
2217
Mork Capital Management
California
$1.48M -$413K -9,600 -21%
BWA
2218
BlueSky Wealth Advisors
North Carolina
$1.48M -$223K -5,188 -13%
PFC
2219
Phocas Financial Corp
California
$1.47M
BWM
2220
BerganKDV Wealth Management
Minnesota
$1.47M +$70.3K +1,632 +5%
MAA
2221
Mraz Amerine & Associates
California
$1.46M -$88.7K -2,060 -6%
SMC
2222
S. Muoio & Co
New York
$1.45M -$232K -5,400 -14%
PRS
2223
Pinkerton Retirement Specialists
Idaho
$1.45M +$344 +8 +0%
NEGWA
2224
New England Guild Wealth Advisors
Connecticut
$1.44M -$3.96K -92 -0.3%
SMM
2225
Stadion Money Management
Georgia
$1.44M -$2.93K -68 -0.2%