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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
801
Ironwood Investment Management
Massachusetts
$438K +$26.4K +142 +7%
CC
802
Courier Capital
New York
$437K -$4.65K -25 -1%
CAW
803
Cornerstone Advisors (Washington)
Washington
$435K +$42.4K +228 +12%
MJP
804
Michael J. Puzo
$434K +$409K +2,200 New
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433K +$10.4K +56 +3%
MC
806
Moors & Cabot
Massachusetts
$428K -$16.2K -87 -4%
DADC
807
D.A. Davidson & Co
Montana
$425K -$3.3M -17,754 -89%
GSIS
808
Global Strategic Investment Solutions
Arizona
$422K
AWM
809
Altium Wealth Management
New York
$420K +$558 +3 +0.1%
JCM
810
Jacobsen Capital Management
Utah
$418K +$394K +2,119 New
CCM
811
Cadence Capital Management
Massachusetts
$415K -$5.58K -30 -1%
HP
812
Hikari Power
Japan
$415K
AI
813
Accredited Investors
Minnesota
$415K +$558 +3 +0.1%
QCM
814
Quantinno Capital Management
New York
$414K -$265K -1,423 -40%
GCMG
815
Gyroscope Capital Management Group
Florida
$411K +$29.6K +159 +8%
HAM
816
Highstreet Asset Management
Ontario, Canada
$410K -$298K -1,605 -44%
JIC
817
Johnson Investment Counsel
Ohio
$409K +$11.2K +60 +3%
CWA
818
Clarus Wealth Advisors
Arizona
$407K +$32.5K +175 +9%
WOC
819
West Oak Capital
California
$406K
CBU
820
CIBC Bank USA
Illinois
$405K +$37.4K +201 +11%
CAPTRUST Financial Advisors
821
CAPTRUST Financial Advisors
North Carolina
$396K -$6.69K -36 -2%
DWA
822
Dorsey Wright & Associates
California
$396K +$30.1K +162 +9%
WT
823
Washington Trust
Rhode Island
$396K +$162K +873 +77%
VIA
824
Vident Investment Advisory
Georgia
$395K -$64K -344 -15%
FMLI
825
Fukoku Mutual Life Insurance
Japan
$395K -$37.2K -200 -9%