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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1126
WNY Asset Management
New York
$408K +$31.7K +135 +8%
GAM
1127
Garrison Asset Management
Arkansas
$407K +$4.7K +20 +1%
CCM
1128
Crew Capital Management
Ohio
$406K -$10.8K -46 -3%
IC
1129
Inscription Capital
Texas
$406K
Jones Financial Companies
1130
Jones Financial Companies
Missouri
$406K +$20.9K +89 +5%
WH
1131
Willner & Heller
California
$406K +$108K +458 +41%
CA
1132
Calton & Associates
Florida
$405K -$148K -628 -26%
SIM
1133
Sentry Investment Management
Wisconsin
$403K -$118K -504 -22%
WPW
1134
Warther Private Wealth
Ohio
$403K +$428K +1,820 New
SFA
1135
Sequoia Financial Advisors
Ohio
$402K -$82.5K -351 -17%
WCM
1136
Weik Capital Management
Pennsylvania
$400K -$20K -85 -5%
PPW
1137
Pasadena Private Wealth
California
$400K -$7.52K -32 -2%
LWCFA
1138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$400K +$109K +465 +37%
AWM
1139
Aberdeen Wealth Management
Illinois
$399K
MFW
1140
Meristem Family Wealth
Minnesota
$397K +$150K +637 +59%
MWM
1141
Mission Wealth Management
California
$396K +$470 +2 +0.1%
MS
1142
Mizuho Securities
Japan
$394K +$303K +1,289 +312%
MJRIC
1143
Mogy Joel R Investment Counsel
California
$393K
LMKC
1144
L.M. Kohn & Company
Ohio
$393K +$398K +1,695 New
WT
1145
Washington Trust
Rhode Island
$391K +$14.6K +62 +4%
PFGIA
1146
Patriot Financial Group Insurance Agency
Massachusetts
$389K -$95.9K -408 -20%
PIM
1147
Profit Investment Management
Maryland
$389K
BOPW
1148
Brandywine Oak Private Wealth
Pennsylvania
$388K
SCM
1149
Shelton Capital Management
Colorado
$388K
PT
1150
Plimoth Trust
Massachusetts
$386K +$43.5K +185 +12%