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Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
1801
Beese Fulmer Investment Management
Ohio
$374K -$30.6K -858 -8%
ZAM
1802
Zevin Asset Management
Massachusetts
$373K -$2.14K -60 -0.6%
WCM
1803
Whitener Capital Management
North Carolina
$373K +$348K +9,750 New
HCM
1804
Huber Capital Management
California
$372K -$29.8M -834,900 -99%
PCM
1805
Penserra Capital Management
California
$372K +$54.6K +1,529 +19%
SCM
1806
Sandler Capital Management
New York
$372K +$347K +9,700 New
MCM
1807
Mitchell Capital Management
Kansas
$368K +$343K +9,604 New
FWSM
1808
First Wilshire Securities Management
California
$367K -$76.1K -2,130 -18%
FGC
1809
Financial Gravity Companies
Texas
$367K +$316K +8,844 New
SAA
1810
Southeast Asset Advisors
Georgia
$365K +$1.57K +44 +0.5%
BFPW
1811
BOK Financial Private Wealth
Colorado
$364K -$179 -5 -0.1%
MWM
1812
Meridian Wealth Management
Kentucky
$364K +$11.8K +330 +3%
RIA
1813
RPG Investment Advisory
California
$364K +$64.6K +1,808 +24%
OFW
1814
Omnia Family Wealth
Florida
$360K +$56.9K +1,592 +20%
WAP
1815
Wealthcare Advisory Partners
Pennsylvania
$360K +$114K +3,189 +51%
HIM
1816
Hillsdale Investment Management
Ontario, Canada
$357K
ACS
1817
Archford Capital Strategies
Illinois
$357K +$82.9K +2,322 +33%
PL
1818
Plancorp LLC
Missouri
$356K -$7.25K -203 -2%
BOS
1819
Bingham Osborn & Scarborough
California
$356K +$30.3K +849 +10%
BWM
1820
Baystate Wealth Management
Massachusetts
$354K +$14.4K +402 +5%
Twin Tree Management
1821
Twin Tree Management
Texas
$354K +$330K +9,244 New
CPA
1822
Clear Perspective Advisors
Illinois
$353K +$3.57K +100 +1%
KP
1823
Keel Point
Alabama
$352K
GIA
1824
Guyasuta Investment Advisors
Pennsylvania
$351K -$7.86K -220 -2%
WWM
1825
Windsor Wealth Management
Indiana
$351K +$327K +9,153 New