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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2201
Titleist Asset Management
Texas
$503K +$29.8K +87 +7%
QIM
2202
Quest Investment Management
Oregon
$502K – – –
OMIC
2203
Old Mission Investment Co
Michigan
$502K – – –
FFG
2204
Frisch Financial Group
New York
$501K +$2.05K +6 +0.4%
NPT
2205
Nixon Peabody Trust
Massachusetts
$500K +$40.4K +118 +9%
LCC
2206
Lincoln Capital Corp
Rhode Island
$498K -$194K -567 -29%
CA
2207
Crewe Advisors
Utah
$498K +$14K +41 +3%
ML
2208
McAdam LLC
Pennsylvania
$498K +$52.4K +153 +13%
LC
2209
Landaas & Company
Wisconsin
$497K +$93.1K +272 +25%
SWP
2210
Summit Wealth Partners
Florida
$497K – – –
HCM
2211
Hutchinson Capital Management
California
$496K +$685 +2 +0.1%
HCWM
2212
Hidden Cove Wealth Management
Washington
$496K +$23.6K +69 +5%
TIA
2213
Traphagen Investment Advisors
New Jersey
$495K +$2.05K +6 +0.4%
HBT
2214
Hills Bank & Trust
Iowa
$495K +$53.1K +155 +13%
ACM
2215
Alessandra Capital Management
California
$494K +$231K +675 +98%
GL
2216
Gerber LLC
Ohio
$494K – – –
DTC
2217
Davidson Trust Company
Washington
$493K +$1.37K +4 +0.3%
GLF
2218
Groupe la Francaise
France
$493K +$404K +1,179 +648%
BIA
2219
Barry Investment Advisors
Massachusetts
$493K -$11.3K -33 -2%
4WM
2220
44 Wealth Management
Oregon
$492K -$143K -419 -24%
BOS
2221
Bank of Stockton
California
$492K -$25K -73 -5%
HAS
2222
Holland Advisory Services
Florida
$490K -$40.4K -118 -8%
HWA
2223
HHM Wealth Advisors
Tennessee
$490K +$22.3K +65 +5%
FSA
2224
Financial Security Advisor
Virginia
$490K +$1.03K +3 +0.2%
CFFP
2225
Center for Financial Planning
Michigan
$489K – – –