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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1501
Schnieders Capital Management
California
$576K -$214K -7,035 -27%
SAM
1502
SignalPoint Asset Management
Missouri
$576K +$64.4K +2,113 +12%
GEA
1503
Glen Eagle Advisors
New Jersey
$573K +$578K +18,947 New
TWI
1504
Thomas White International
Illinois
$571K – – –
WIM
1505
Westside Investment Management
California
$570K +$576K +18,908 New
IWMPD
1506
Integrated Wealth Management (Palm Desert)
California
$569K +$16.8K +552 +3%
IFB
1507
iAB Financial Bank
Indiana
$567K -$1.52K -50 -0.3%
RTS
1508
Round Table Services
New Jersey
$566K +$238K +7,802 +71%
BJL
1509
Brighton Jones LLC
Washington
$564K -$534K -17,506 -48%
SFM
1510
Signature Financial Management
Virginia
$557K – – –
WA
1511
Waverly Advisors
Alabama
$557K +$260K +8,529 +86%
CAM
1512
Cypress Asset Management
Texas
$554K -$3.05K -100 -0.5%
AAM
1513
American Asset Management
Florida
$552K +$77.7K +2,550 +16%
HCM
1514
Hollencrest Capital Management
California
$551K -$157K -5,158 -22%
FANJ
1515
Financial Architects (New Jersey)
New Jersey
$549K +$36K +1,180 +7%
CFA
1516
Cahill Financial Advisors
Minnesota
$549K +$70.2K +2,302 +15%
HCM
1517
Howland Capital Management
Massachusetts
$545K +$39.6K +1,300 +8%
AAM
1518
Autus Asset Management
Arizona
$543K -$140K -4,580 -20%
TAM
1519
Taylor Asset Management
Ontario, Canada
$541K +$79.3K +2,600 +17%
BCM
1520
Becker Capital Management
Oregon
$537K -$43.3K -1,420 -7%
RIG
1521
Renaissance Investment Group
Massachusetts
$537K – – –
LJHT
1522
Laurie J. Hall Trustee
$537K +$542K +17,763 New
IAA
1523
Independent Advisor Alliance
North Carolina
$536K +$543K +17,799 New
BCM
1524
Barometer Capital Management
Ontario, Canada
$535K -$12.1M -395,700 -96%
PTC
1525
Philadelphia Trust Company
Pennsylvania
$534K +$103K +3,380 +24%