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Name Holding Trade Value Shares
Change
Change in
Stake
SA
1751
Shilanski & Associates
Alaska
$379K -$1.72K -7 -0.4%
BAM
1752
Baldrige Asset Management
Pennsylvania
$379K – – –
CWA
1753
Clearview Wealth Advisors
Oregon
$378K -$46.7K -190 -11%
WRM
1754
Weybosset Research & Management
Rhode Island
$378K -$6.15K -25 -2%
ICP
1755
Interchange Capital Partners
Pennsylvania
$377K -$319K -1,297 -46%
TA
1756
Tiedemann Advisors
New York
$375K -$35.7K -145 -9%
ONST
1757
Old North State Trust
North Carolina
$375K +$21.6K +88 +6%
PDM
1758
Penn Davis McFarland
Texas
$374K – – –
MWM
1759
Merriman Wealth Management
Washington
$371K -$30.5K -124 -8%
SCM
1760
Southport Capital Management
Tennessee
$371K -$7.38K -30 -2%
DACG
1761
Donor Advised Charitable Giving
California
$371K – – –
PCTC
1762
Perkins Coie Trust Company
Washington
$370K +$1.48K +6 +0.4%
HHAA
1763
Henry H. Armstrong Associates
Pennsylvania
$369K -$12.3K -50 -3%
SCA
1764
STALEY CAPITAL ADVISERS
Pennsylvania
$369K – – –
MLL
1765
Moody Lynn & Lieberson
Massachusetts
$367K -$15K -61 -4%
TSS
1766
Thomas Story & Son
Indiana
$366K – – –
BFC
1767
Bedel Financial Consulting
Indiana
$366K +$61.5K +250 +20%
OAM
1768
Oberweis Asset Management
Illinois
$365K +$246 +1 +0.1%
OWA
1769
One Wealth Advisors
California
$365K +$368K +1,496 New
CFA
1770
CWS Financial Advisors
Michigan
$362K – – –
DAM
1771
Delta Asset Management
Tennessee
$361K -$175K -713 -32%
IIC
1772
Ironwood Investment Counsel
Arizona
$361K +$1.48K +6 +0.4%
FCM
1773
Fortis Capital Management
Washington
$360K -$120K -487 -25%
HFS
1774
Howard Financial Services
Texas
$360K – – –
STC
1775
Sarah T. Connolly
$360K – – –