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Name Holding Trade Value Shares
Change
Change in
Stake
VIM
1676
Vista Investment Management
Pennsylvania
$744K -$1.89K -18 -0.2%
DIM
1677
Delta Investment Management
California
$744K +$35.8K +341 +5%
HSWM
1678
Hubbell Strickland Wealth Management
Louisiana
$744K +$1.78K +17 +0.2%
SMH
1679
Sanders Morris Harris
Texas
$740K – – –
Trillium Asset Management
1680
Trillium Asset Management
Massachusetts
$739K -$190K -1,809 -19%
NICM
1681
Neo Ivy Capital Management
New York
$739K +$801K +7,628 New
CP
1682
Capital Planning
Washington
$738K – – –
LAM
1683
Lountzis Asset Management
Pennsylvania
$738K – – –
TCM
1684
Tributary Capital Management
Nebraska
$738K -$10.5K -100 -1%
WB
1685
West Bancorporation
Iowa
$738K -$10.9K -104 -1%
EI
1686
Ellevest Inc
New York
$738K +$27.5K +262 +4%
WPP
1687
Whalerock Point Partners
Rhode Island
$737K – – –
BWP
1688
Baldwin Wealth Partners
Massachusetts
$737K -$29.4K -280 -4%
SWP
1689
Strategic Wealth Partners
Ohio
$736K -$103K -983 -11%
Emerald Advisers
1690
Emerald Advisers
Pennsylvania
$736K – – –
FFG
1691
Fortem Financial Group
California
$736K -$184K -1,748 -19%
MWA
1692
Meridian Wealth Advisors
Texas
$733K – – –
DI
1693
Diligent Investors
California
$732K -$5.25K -50 -0.7%
Simon Quick Advisors
1694
Simon Quick Advisors
New Jersey
$729K +$9.56K +91 +1%
AFM
1695
Abbot Financial Management
Massachusetts
$726K – – –
WC
1696
Westhampton Capital
North Carolina
$726K – – –
SL
1697
Salomon & Ludwin
Virginia
$726K – – –
CA
1698
Claro Advisors
Massachusetts
$725K +$327K +3,114 +71%
NFGCM
1699
Norman Fields Gottscho Capital Management
New York
$724K – – –
PWP
1700
Phillips Wealth Planners
Mississippi
$724K +$166K +1,576 +26%