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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1126
Private Advisory Group
Washington
$409K +$415K +1,768 New
TSS
1127
Two Sigma Securities
New York
$408K -$78K -332 -16%
GCM
1128
Gables Capital Management
Florida
$408K – – –
BCM
1129
Boltwood Capital Management
California
$408K +$6.34K +27 +2%
WAM
1130
WNY Asset Management
New York
$408K +$31.7K +135 +8%
GAM
1131
Garrison Asset Management
Arkansas
$407K +$4.7K +20 +1%
CCM
1132
Crew Capital Management
Ohio
$406K -$10.8K -46 -3%
IC
1133
Inscription Capital
Texas
$406K – – –
Jones Financial Companies
1134
Jones Financial Companies
Missouri
$406K +$20.9K +89 +5%
WH
1135
Willner & Heller
California
$406K +$108K +458 +41%
CA
1136
Calton & Associates
Florida
$405K -$148K -628 -26%
SIM
1137
Sentry Investment Management
Wisconsin
$403K -$118K -504 -22%
WPW
1138
Warther Private Wealth
Ohio
$403K +$428K +1,820 New
SFA
1139
Sequoia Financial Advisors
Ohio
$402K -$82.5K -351 -17%
WCM
1140
Weik Capital Management
Pennsylvania
$400K -$20K -85 -5%
PPW
1141
Pasadena Private Wealth
California
$400K -$7.52K -32 -2%
LWCFA
1142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$400K +$109K +465 +37%
AWM
1143
Aberdeen Wealth Management
Illinois
$399K – – –
MFW
1144
Meristem Family Wealth
Minnesota
$397K +$150K +637 +59%
MWM
1145
Mission Wealth Management
California
$396K +$470 +2 +0.1%
MS
1146
Mizuho Securities
Japan
$394K +$303K +1,289 +312%
MJRIC
1147
Mogy Joel R Investment Counsel
California
$393K – – –
LMKC
1148
L.M. Kohn & Company
Ohio
$393K +$398K +1,695 New
WT
1149
Washington Trust
Rhode Island
$391K +$14.6K +62 +4%
PFGIA
1150
Patriot Financial Group Insurance Agency
Massachusetts
$389K -$95.9K -408 -20%