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Name Holding Trade Value Shares
Change
Change in
Stake
SSW
801
Smith Shellnut Wilson
Mississippi
$438K -$10.8K -58 -3%
IIM
802
Ironwood Investment Management
Massachusetts
$438K +$26.4K +142 +7%
CC
803
Courier Capital
New York
$437K -$4.65K -25 -1%
CAW
804
Cornerstone Advisors (Washington)
Washington
$435K +$42.4K +228 +12%
MJP
805
Michael J. Puzo
$434K +$409K +2,200 New
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$433K +$10.4K +56 +3%
MC
807
Moors & Cabot
Massachusetts
$428K -$16.2K -87 -4%
DADC
808
D.A. Davidson & Co
Montana
$425K -$3.3M -17,754 -89%
GSIS
809
Global Strategic Investment Solutions
Arizona
$422K – – –
AWM
810
Altium Wealth Management
New York
$420K +$558 +3 +0.1%
JCM
811
Jacobsen Capital Management
Utah
$418K +$394K +2,119 New
CCM
812
Cadence Capital Management
Massachusetts
$415K -$5.58K -30 -1%
HP
813
Hikari Power
Japan
$415K – – –
AI
814
Accredited Investors
Minnesota
$415K +$558 +3 +0.1%
QCM
815
Quantinno Capital Management
New York
$414K -$265K -1,423 -40%
GCMG
816
Gyroscope Capital Management Group
Florida
$411K +$29.6K +159 +8%
HAM
817
Highstreet Asset Management
Ontario, Canada
$410K -$298K -1,605 -44%
JIC
818
Johnson Investment Counsel
Ohio
$409K +$11.2K +60 +3%
CWA
819
Clarus Wealth Advisors
Arizona
$407K +$32.5K +175 +9%
WOC
820
West Oak Capital
California
$406K – – –
CBU
821
CIBC Bank USA
Illinois
$405K +$37.4K +201 +11%
CAPTRUST Financial Advisors
822
CAPTRUST Financial Advisors
North Carolina
$396K -$6.69K -36 -2%
DWA
823
Dorsey Wright & Associates
California
$396K +$30.1K +162 +9%
WT
824
Washington Trust
Rhode Island
$396K +$162K +873 +77%
VIA
825
Vident Investment Advisory
Georgia
$395K -$64K -344 -15%