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Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
2326
Consolidated Portfolio Review Corp
New York
$459K -$11.4K -231 -3%
FMP
2327
Financial Management Professionals
Texas
$458K +$17.3K +352 +4%
SAM
2328
Satovsky Asset Management
New York
$458K +$3.05K +62 +0.7%
WFS
2329
Widmann Financial Services
Maryland
$457K -$3.69K -75 -0.8%
MFS
2330
Madrona Financial Services
Washington
$457K -$46.4K -944 -10%
HAS
2331
HBW Advisory Services
California
$456K +$163K +3,317 +60%
GD
2332
Grandfield & Dodd
New York
$453K
AP
2333
Advisors Preferred
Maryland
$452K +$429K +8,731 New
SCM
2334
Silvant Capital Management
Georgia
$452K
RK
2335
Rather & Kittrell
Tennessee
$451K +$18.3K +372 +4%
DFA
2336
Delta Financial Advisors
Louisiana
$448K +$9.44K +192 +2%
CA
2337
Cortland Associates
Missouri
$448K
BC
2338
Brookfield Corp
Ontario, Canada
$448K -$488K -9,924 -53%
MC
2339
Merlin Capital
Rhode Island
$448K
UF
2340
Univest Financial
Pennsylvania
$448K -$3.64M -74,040 -90%
KLCM
2341
KG&L Capital Management
Louisiana
$447K -$25.5K -518 -6%
LPAM
2342
Lodestar Private Asset Management
California
$445K -$25.5K -519 -6%
BFA
2343
BMS Financial Advisors
South Dakota
$445K -$169K -3,431 -29%
HTHT
2344
Hemenway Trust Hemenway Trust
New Hampshire
$442K +$12.3K +251 +3%
VIA
2345
Virtus Investment Advisers
Connecticut
$442K +$98.4K +2,000 +31%
SPWG
2346
Syntegra Private Wealth Group
Missouri
$442K +$49K +997 +13%
BAAM
2347
Baker Avenue Asset Management
California
$442K -$28.8K -586 -6%
TP
2348
Tranquility Partners
Tennessee
$439K +$47.5K +966 +13%
BMC
2349
Beaton Management Company
Massachusetts
$438K
AP
2350
Adero Partners
California
$437K +$30.3K +616 +8%