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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1376
Evermay Wealth Management
Virginia
$666K
DCM
1377
Donaldson Capital Management
Indiana
$666K +$26.7K +72 +5%
Point72 Asset Management
1378
Point72 Asset Management
Connecticut
$666K +$567K +1,529 New
SC
1379
Scholtz & Company
Connecticut
$662K +$70.4K +190 +14%
AO
1380
Advisor OS
Illinois
$662K +$564K +1,521 New
AIA
1381
Angeles Investment Advisors
California
$660K -$62.6K -169 -10%
BOPW
1382
Brandywine Oak Private Wealth
Pennsylvania
$658K -$66.7K -180 -11%
IR
1383
Invictus RG
Bermuda
$658K +$560K +1,511 New
CDH
1384
Charles D. Hyman
$653K +$174K +470 +46%
HIM
1385
Hillsdale Investment Management
Ontario, Canada
$653K +$389K +1,050 +233%
HCM
1386
Hall Capital Management
Rhode Island
$648K +$147K +398 +36%
FL
1387
Fort LP
Maryland
$647K -$551K -1,486 -50%
AWM
1388
Avior Wealth Management
Nebraska
$644K -$132K -357 -19%
BFA
1389
Beaumont Financial Advisors
Massachusetts
$640K +$18.9K +51 +4%
AI
1390
Atom Investors
Texas
$640K +$545K +1,471 New
PAM
1391
Private Asset Management
California
$638K -$49.7K -134 -8%
VFA
1392
Valeo Financial Advisors
Indiana
$638K +$10K +27 +2%
RIG
1393
Ramiah Investment Group
Wisconsin
$637K +$11.5K +31 +2%
BHIA
1394
Birch Hill Investment Advisors
Massachusetts
$636K
RFA
1395
Reilly Financial Advisors
California
$635K +$17.4K +47 +3%
WCM
1396
Windward Capital Management
California
$634K -$4.45K -12 -0.8%
HCM
1397
Howland Capital Management
Massachusetts
$631K +$40.8K +110 +8%
EH
1398
Equitable Holdings
New York
$629K -$5.19K -14 -1%
BCM
1399
Brookstone Capital Management
Illinois
$629K +$535K +1,444 New
GCM
1400
Gables Capital Management
Florida
$627K -$274K -740 -34%