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Name Holding Trade Value Shares
Change
Change in
Stake
PDM
1751
Penn Davis McFarland
Texas
$374K
MWM
1752
Merriman Wealth Management
Washington
$371K -$30.5K -124 -8%
SCM
1753
Southport Capital Management
Tennessee
$371K -$7.38K -30 -2%
DACG
1754
Donor Advised Charitable Giving
California
$371K
PCTC
1755
Perkins Coie Trust Company
Washington
$370K +$1.48K +6 +0.4%
HHAA
1756
Henry H. Armstrong Associates
Pennsylvania
$369K -$12.3K -50 -3%
SCA
1757
STALEY CAPITAL ADVISERS
Pennsylvania
$369K
MLL
1758
Moody Lynn & Lieberson
Massachusetts
$367K -$15K -61 -4%
TSS
1759
Thomas Story & Son
Indiana
$366K
BFC
1760
Bedel Financial Consulting
Indiana
$366K +$61.5K +250 +20%
OAM
1761
Oberweis Asset Management
Illinois
$365K +$246 +1 +0.1%
OWA
1762
One Wealth Advisors
California
$365K +$368K +1,496 New
CFA
1763
CWS Financial Advisors
Michigan
$362K
DAM
1764
Delta Asset Management
Tennessee
$361K -$175K -713 -32%
IIC
1765
Ironwood Investment Counsel
Arizona
$361K +$1.48K +6 +0.4%
FCM
1766
Fortis Capital Management
Washington
$360K -$120K -487 -25%
HFS
1767
Howard Financial Services
Texas
$360K
STC
1768
Sarah T. Connolly
$360K
QVT
1769
Quantitative Value Technologies
Kansas
$360K +$12.8K +52 +4%
TC
1770
Trilogy Capital
California
$360K +$363K +1,474 New
EIP
1771
Ellis Investment Partners
Pennsylvania
$358K -$189K -767 -34%
WLIM
1772
White Lighthouse Investment Management
Massachusetts
$358K -$7.38K -30 -2%
HHGA
1773
Halbert Hargrove Global Advisors
California
$358K +$77.2K +314 +27%
HPWM
1774
Highland Private Wealth Management
Washington
$357K +$10.3K +42 +3%
CWM
1775
Cornerstone Wealth Management
Missouri
$357K +$361K +1,467 New