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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1176
Carr Financial Group
Massachusetts
$207K -$61.5K -750 -24%
TWM
1177
Trueblood Wealth Management
Ohio
$206K +$197K +2,402 New
AC
1178
Allstate Corporation
Illinois
$206K +$197K +2,401 New
CBA
1179
Coastal Bridge Advisors
Connecticut
$206K +$197K +2,400 New
ERIM
1180
Eagle Ridge Investment Management
Connecticut
$206K +$197K +2,400 New
OFG
1181
Orcam Financial Group
California
$206K +$197K +2,400 New
BWP
1182
BSW Wealth Partners
Colorado
$205K +$196K +2,390 New
JC
1183
Jacobs & Co
California
$204K +$195K +2,377 New
BTW
1184
Boston Trust Walden
Massachusetts
$204K +$195K +2,375 New
ACM
1185
Argyle Capital Management
Pennsylvania
$203K +$194K +2,370 New
FWM
1186
FMFE Wealth Management
New York
$201K +$192K +2,346 New
SC
1187
Scotia Capital
Ontario, Canada
$201K -$275K -3,350 -59%
SW
1188
StrongBox Wealth
Missouri
$201K -$7.21K -88 -4%
OL
1189
Optas LLC
Texas
$201K +$192K +2,341 New
SP
1190
Systematic Portfolios
New York
$200K +$191K +2,332 New
WA
1191
Wealth Architects
California
$200K +$191K +2,331 New
MIS
1192
Morningstar Investment Services
Illinois
$200K -$175K -2,139 -48%
CAL
1193
Capital Advisors Ltd
Ohio
$195K +$1.48K +18 +0.8%
MCM
1194
Manchester Capital Management
Vermont
$190K -$19.5K -238 -10%
AA
1195
Ancora Advisors
Ohio
$188K +$36.2K +441 +25%
First Manhattan
1196
First Manhattan
New York
$187K +$35.4K +432 +25%
BCFD
1197
Boit C.F. David
$186K – – –
CSC
1198
Caldwell Sutter Capital
California
$182K -$10.6K -129 -6%
LS
1199
Livforsakringsbolaget Skandia
Sweden
$179K – – –
HTI
1200
Hikari Tsushin Inc
Japan
$179K +$171K +2,085 New