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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
3351
CFO Capital Management
Connecticut
$239K -$34.5K -441 -12%
CFP
3352
Curran Financial Partners
South Carolina
$239K -$3.52K -45 -1%
AWAP
3353
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$239K +$235 +3 +0.1%
SCM
3354
Stevens Capital Management
Pennsylvania
$239K +$241K +3,082 New
NA
3355
Nautilus Advisors
California
$239K +$2.5K +32 +1%
GFA
3356
Godfrey Financial Associates
New York
$238K +$1.1K +14 +0.5%
PCM
3357
Poehling Capital Management
Wisconsin
$238K -$157 -2 -0.1%
OCM
3358
Osterweis Capital Management
California
$238K – – –
ACA
3359
Ascension Capital Advisors
Texas
$238K +$240K +3,065 New
FA
3360
Fedenia Advisers
Wisconsin
$238K -$37.2K -475 -13%
TCM
3361
TruNorth Capital Management
Michigan
$238K +$4.62K +59 +2%
MVF
3362
Markin Volterra Fund
New York
$238K -$19.6K -250 -8%
MJP
3363
Michael J. Puzo
$237K – – –
VPP
3364
Vertex Planning Partners
Illinois
$237K +$10.8K +138 +5%
HTHT
3365
Hemenway Trust Hemenway Trust
New Hampshire
$237K -$30.6K -391 -11%
SIC
3366
Sterling Investment Counsel
New York
$237K +$26.3K +336 +12%
GSAM
3367
Grant Street Asset Management
Pennsylvania
$237K – – –
RHP
3368
Royal Harbor Partners
Texas
$237K – – –
LI
3369
Louisbourg Investments
New Brunswick, Canada
$236K -$6.65K -85 -3%
EA
3370
Eclectic Associates
California
$236K +$238K +3,046 New
BWP
3371
Baldwin Wealth Partners
Massachusetts
$236K -$13.3K -170 -5%
1IA
3372
1620 Investment Advisors
Massachusetts
$236K – – –
KFGG
3373
Keystone Financial Group (Georgia)
Georgia
$235K -$30K -383 -11%
MS
3374
Monetary Solutions
Ohio
$235K – – –
BPC
3375
Bearing Point Capital
Minnesota
$235K -$39.1K -500 -14%