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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1601
Tortoise Investment Management
New York
$371K -$20.7K -464 -5%
DPI
1602
Diversified Portfolios Inc
Michigan
$370K +$62.5K +1,403 +21%
OI
1603
Oakbrook Investments
Illinois
$369K -$1.87M -42,064 -84%
AWS
1604
AJ Wealth Strategies
New York
$368K
SC
1605
Slow Capital
California
$367K +$363K +8,156 New
LFA
1606
Legacy Financial Advisors
Kentucky
$366K +$92.8K +2,085 +34%
SAG
1607
Spotlight Asset Group
Illinois
$366K +$429K +9,633 New
SSW
1608
Smith Shellnut Wilson
Mississippi
$365K
MS
1609
Maven Securities
Jersey
$363K +$360K +8,084 New
AAM
1610
Autus Asset Management
Arizona
$362K
QAM
1611
QCI Asset Management
New York
$362K
CAM
1612
Congress Asset Management
Massachusetts
$362K +$3.78K +85 +1%
PP
1613
Parplus Partners
New York
$361K +$357K +8,019 New
SAM
1614
Secure Asset Management
Michigan
$361K +$358K +8,034 New
SSWM
1615
Smith Salley Wealth Management
North Carolina
$360K +$1.38K +31 +0.4%
CA
1616
Continuum Advisory
Idaho
$357K -$24.8K -556 -7%
RTC
1617
Riverview Trust Company
Washington
$357K -$2.27K -51 -0.6%
EWA
1618
ERTS Wealth Advisors
Michigan
$357K
CYG
1619
Clean Yield Group
Vermont
$357K +$304K +6,836 +622%
VST
1620
Van Strum & Towne
California
$356K -$8.9K -200 -2%
CWS
1621
Cypress Wealth Services
California
$356K -$7.88K -177 -2%
EIP
1622
Ellis Investment Partners
Pennsylvania
$356K +$801 +18 +0.2%
BAM
1623
Barrett Asset Management
New York
$355K +$11.1K +250 +3%
VWA
1624
Visionary Wealth Advisors
Illinois
$355K +$352K +7,898 New
AP
1625
Americana Partners
Texas
$355K +$352K +7,901 New