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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1701
Diligent Investors
California
$826K -$5.39K -54 -0.7%
WB
1702
West Bancorporation
Iowa
$825K -$12.5K -125 -2%
NFGCM
1703
Norman Fields Gottscho Capital Management
New York
$823K – – –
OPW
1704
Oxler Private Wealth
New York
$814K -$1.03M -10,340 -58%
Truepoint Inc
1705
Truepoint Inc
Ohio
$813K +$329K +3,292 +80%
LSPW
1706
Lake Street Private Wealth
Illinois
$810K -$89.1K -892 -11%
AFM
1707
Abbot Financial Management
Massachusetts
$809K -$15K -150 -2%
South Dakota Investment Council
1708
South Dakota Investment Council
South Dakota
$808K -$210K -2,100 -22%
FNBOH
1709
First National Bank of Hutchinson
Kansas
$807K -$111K -1,111 -13%
TW
1710
Transform Wealth
Colorado
$806K +$500 +5 +0.1%
KJHP
1711
K.J. Harrison & Partners
Ontario, Canada
$801K +$727K +7,275 New
CT
1712
Clearstead Trust
Maine
$800K -$9.49K -95 -1%
SMH
1713
Sanders Morris Harris
Texas
$799K -$65.9K -660 -8%
SIA
1714
Strategic Investment Advisors
Michigan
$799K -$65.4K -655 -8%
Klingman & Associates
1715
Klingman & Associates
New York
$796K -$47.5K -475 -6%
PC
1716
Port Capital
Illinois
$795K -$6.69K -67 -0.9%
SCP
1717
Shorepoint Capital Partners
Massachusetts
$794K -$399K -3,995 -36%
VWMG
1718
Virginia Wealth Management Group
Virginia
$793K -$880K -8,811 -55%
KA
1719
Kovack Advisors
Florida
$792K +$52.5K +525 +8%
Trillium Asset Management
1720
Trillium Asset Management
Massachusetts
$791K -$44.3K -443 -6%
YIA
1721
YHB Investment Advisors
Connecticut
$790K -$2.5K -25 -0.3%
BWP
1722
Baldwin Wealth Partners
Massachusetts
$790K -$43K -430 -6%
NF
1723
Norwood Financial
Pennsylvania
$786K -$9.89K -99 -1%
BRA
1724
Bender Robert & Associates
California
$785K -$18.2K -182 -2%
WP
1725
WealthSource Partners
California
$785K -$234K -2,340 -25%