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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1401
SSI Investment Management
California
$407K -$52.2K -295 -12%
PAM
1402
Paradigm Asset Management
New York
$406K
WTFG
1403
Wells Trecaso Financial Group
Ohio
$406K +$20.3K +115 +6%
QIM
1404
Quest Investment Management
Oregon
$405K
FNBOH
1405
First National Bank of Hutchinson
Kansas
$405K +$30.2K +171 +8%
PAA
1406
Peregrine Asset Advisers
Oregon
$400K
RIS
1407
Retirement Income Solutions
Michigan
$400K +$10.1K +57 +3%
BHIA
1408
Birch Hill Investment Advisors
Massachusetts
$399K -$8.84K -50 -2%
EWG
1409
Executive Wealth Group
Washington
$391K
NFG
1410
Nations Financial Group
Iowa
$389K -$27.9K -158 -7%
FFBTD
1411
First Financial Bank - Trust Division
Ohio
$388K +$120K +676 +47%
AA
1412
Apriem Advisors
California
$388K +$124K +700 +50%
BAM
1413
Belpointe Asset Management
Nevada
$387K -$132K -746 -26%
WA
1414
Wealth Architects
California
$387K +$20K +113 +6%
WWM
1415
Windsor Wealth Management
Indiana
$387K +$371K +2,098 New
IAMOG
1416
Investors Asset Management of Georgia
Georgia
$386K
NCM
1417
Northwest Capital Management
Oregon
$386K +$30.1K +170 +9%
VF
1418
Virtu Financial
New York
$383K +$367K +2,075 New
PP
1419
PagnatoKarp Partners
Virginia
$383K +$367K +2,076 New
RW
1420
Rand Wealth
Maryland
$380K
EWM
1421
Evermay Wealth Management
Virginia
$379K -$12.4K -70 -3%
CA
1422
Capital Advantage
California
$379K -$8.14K -46 -2%
CAM
1423
Cubic Asset Management
Massachusetts
$378K
AF
1424
Allworth Financial
California
$377K +$26.7K +151 +8%
CTA
1425
Colonial Trust Advisors
South Carolina
$377K +$53.1K +300 +17%