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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1351
Sitrin Capital Management
California
$245K – – –
LAM
1352
L2 Asset Management
Massachusetts
$245K +$8.71K +30 +3%
SIA
1353
Soltis Investment Advisors
Utah
$244K +$7.84K +27 +3%
VCM
1354
Vivaldi Capital Management
Illinois
$243K -$31.4K -108 -11%
CAM
1355
Claret Asset Management
Quebec, Canada
$243K +$1.16K +4 +0.5%
NF
1356
NavPoint Financial
Minnesota
$243K -$15.1K -52 -6%
BFA
1357
Beaumont Financial Advisors
Massachusetts
$241K – – –
ASBI
1358
American State Bank (Iowa)
Iowa
$239K – – –
GFP
1359
Gryphon Financial Partners
Ohio
$239K +$25K +86 +11%
TWM
1360
Trueblood Wealth Management
Ohio
$239K – – –
SAM
1361
Sompo Asset Management
Japan
$238K -$34.8K -120 -12%
IAP
1362
Indie Asset Partners
Indiana
$238K -$27.6K -95 -10%
WN
1363
Williams & Novak
California
$237K +$252K +867 New
IF
1364
Intrua Financial
Texas
$237K -$6.68K -23 -3%
MIM
1365
Marco Investment Management
Georgia
$237K +$14.5K +50 +6%
MA
1366
MONECO Advisors
Connecticut
$237K -$25.3K -87 -9%
FCA
1367
FinTrust Capital Advisors
South Carolina
$236K +$34.3K +118 +16%
MWA
1368
MFA Wealth Advisors
Pennsylvania
$236K – – –
ITIM
1369
Indiana Trust & Investment Management
Indiana
$236K – – –
RMCM
1370
Reynders McVeigh Capital Management
Massachusetts
$235K +$21.8K +75 +10%
IAMOG
1371
Investors Asset Management of Georgia
Georgia
$233K +$9K +31 +4%
PA
1372
PSI Advisors
Florida
$233K -$162K -557 -40%
ATC
1373
Adirondack Trust Company
New York
$232K -$7.55K -26 -3%
PIA
1374
Perennial Investment Advisors
California
$232K +$1.74K +6 +0.7%
SFC
1375
Swisher Financial Concepts
Ohio
$232K -$66.8K -230 -21%