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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2476
Bosun Asset Management
Illinois
$335K -$569K -5,314 -60%
TCM
2477
Towercrest Capital Management
Pennsylvania
$334K +$107 +1 +0%
GC
2478
Gilbert & Cook
Iowa
$334K +$351K +3,276 New
BWM
2479
Buckley Wealth Management
Nevada
$333K -$132K -1,230 -26%
RP
2480
Riverbridge Partners
Minnesota
$333K – – –
WWM
2481
Windsor Wealth Management
Indiana
$333K – – –
PO
2482
Private Ocean
California
$333K +$14.8K +138 +4%
FPCG
2483
Fort Pitt Capital Group
Pennsylvania
$332K -$776K -7,255 -67%
PCS
2484
Personal CFO Solutions
New Jersey
$332K -$35.4K -331 -9%
HHGA
2485
Halbert Hargrove Global Advisors
California
$332K +$34.2K +320 +10%
PWS
2486
Private Wealth Strategies
Ohio
$331K +$377K +3,519 New
WHC
2487
Wulff, Hansen & Co
California
$330K -$58.9K -550 -14%
CIP
2488
Convergence Investment Partners
Florida
$329K +$69.2K +647 +23%
NWA
2489
New World Advisors
Massachusetts
$328K +$5.89K +55 +2%
AF
2490
Affiance Financial
Minnesota
$328K +$19.6K +183 +6%
DAM
2491
Doheny Asset Management
California
$328K +$372K +3,473 New
PGA
2492
Portland Global Advisors
Maine
$327K – – –
BA
2493
Birinyi Associates
Connecticut
$325K – – –
SI
2494
Saxon Interests
Texas
$325K – – –
CFO
2495
CVA Family Office
Colorado
$325K +$69.3K +648 +23%
TC
2496
Titleist Capital
Texas
$324K -$192K -1,790 -34%
PCM
2497
Prelude Capital Management
New York
$323K -$712K -6,657 -66%
CWA
2498
Capital Wealth Alliance
Arizona
$323K -$78.8K -736 -18%
KIG
2499
Kowal Investment Group
Wisconsin
$323K +$35.9K +335 +11%
WCM
2500
Wedge Capital Management
North Carolina
$323K +$367K +3,426 New