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Name Holding Trade Value Shares
Change
Change in
Stake
IC
901
Intersect Capital
California
$360K +$12K +78 +3%
OWD
902
Osborn Williams & Donohoe
Ohio
$356K -$241K -1,564 -40%
GIA
903
Granite Investment Advisors
New Hampshire
$356K -$127K -825 -26%
RCM
904
RB Capital Management
Nevada
$355K -$15.6K -101 -4%
CCFM
905
Clear Creek Financial Management
Washington
$355K +$53.8K +349 +19%
OCM
906
Osterweis Capital Management
California
$353K -$19.6M -126,973 -98%
SSWG
907
Seven Springs Wealth Group
Tennessee
$353K +$360K +2,334 New
AWM
908
Aries Wealth Management
Maine
$352K -$3.54K -23 -1%
BDWM
909
Brewin Dolphin Wealth Management
Ireland
$352K +$17K +110 +5%
ITIM
910
Indiana Trust & Investment Management
Indiana
$351K -$23.9K -155 -6%
IWM
911
IHT Wealth Management
Illinois
$351K +$22.5K +146 +7%
MMPW
912
Mitchell McLeod Pugh & Williams
Alabama
$349K
OPS
913
Orion Portfolio Solutions
Nebraska
$349K +$356K +2,307 New
SIC
914
Schwartz Investment Counsel
Michigan
$348K -$7.55M -49,000 -96%
BMC
915
Beaton Management Company
Massachusetts
$348K
FCA
916
FLC Capital Advisors
California
$344K
WSCM
917
Wellington Shields Capital Management
New York
$344K
FHA
918
Flagship Harbor Advisors
Massachusetts
$342K -$29.1K -189 -8%
IAP
919
Indie Asset Partners
Indiana
$340K +$346K +2,247 New
Rafferty Asset Management
920
Rafferty Asset Management
New York
$339K +$127K +822 +58%
CHAM
921
Clear Harbor Asset Management
Connecticut
$339K -$77.1K -500 -18%
RCM
922
RNC Capital Management
California
$333K +$340K +2,204 New
VWM
923
Valley Wealth Managers
New Jersey
$331K -$127K -825 -27%
YIA
924
YHB Investment Advisors
Connecticut
$330K -$36.8K -239 -10%
PCM
925
Parsons Capital Management
Rhode Island
$328K -$53.8K -349 -14%