Name Holding Trade Value Shares
Change
Change in
Stake
HP
1851
Highlander Partners
Texas
$489K – – –
TAM
1852
Townsend Asset Management
North Carolina
$489K +$402K +999 New
RZH
1853
Relyea Zuckerberg Hanson
Connecticut
$487K +$68.1K +169 +20%
JIC
1854
Joel Isaacson & Co
New York
$486K -$6.85K -17 -2%
HIM
1855
Harbour Investment Management
Washington
$486K – – –
ACP
1856
Aveo Capital Partners
Colorado
$484K – – –
SEIA
1857
Signature Estate & Investment Advisors
California
$481K +$35K +87 +10%
KCM
1858
Kanawha Capital Management
Virginia
$481K – – –
OHWA
1859
Oak Hill Wealth Advisors
Virginia
$481K – – –
ONSWM
1860
Old North State Wealth Management
North Carolina
$479K +$43.1K +107 +12%
GCM
1861
Gables Capital Management
Florida
$479K – – –
CAC
1862
Certified Advisory Corp
Florida
$479K +$4.83K +12 +1%
IAIM
1863
Industrial Alliance Investment Management
Quebec, Canada
$479K -$16.3M -40,401 -98%
CA
1864
CoreCap Advisors
Michigan
$478K +$394K +977 New
PIMG
1865
Patriot Investment Management Group
Tennessee
$477K -$88.2K -219 -18%
SGCA
1866
Steel Grove Capital Advisors
Tennessee
$477K +$96.3K +239 +32%
SI
1867
Schusterman Interests
Oklahoma
$477K +$393K +975 New
DA
1868
Doliver Advisors
Texas
$476K -$153K -379 -28%
BC
1869
Brookfield Corp
Ontario, Canada
$474K -$1.22M -3,025 -76%
CSIC
1870
Clifford Swan Investment Counsel
California
$474K -$63.6K -158 -14%
WA
1871
Wealth Architects
California
$472K -$5.64K -14 -1%
AIM
1872
Aigen Investment Management
New York
$471K -$659K -1,636 -63%
MFS
1873
Mirabella Financial Services
United Kingdom
$471K +$388K +963 New
WI
1874
Wedgewood Investors
Pennsylvania
$470K – – –
AA
1875
AlphaMark Advisors
Kentucky
$469K -$10.1K -25 -3%