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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
2101
Westside Investment Management
California
$200K -$9.86K -55 -5%
PEA
2102
Pacific Edge Advisors
California
$200K -$9.32K -52 -4%
KMC
2103
Kirr Marbach & Co
Indiana
$200K – – –
JIM
2104
Jupiter Investment Management
United Kingdom
$194K -$705K -3,933 -78%
WDL
2105
Well Done LLC
Michigan
$194K +$2.69K +15 +1%
CC
2106
Claybrook Capital
Massachusetts
$194K +$202K +1,127 New
CIA
2107
Cascade Investment Advisors
Oregon
$193K +$35.9K +200 +22%
GAM
2108
Gemmer Asset Management
California
$190K +$24.7K +138 +14%
EWM
2109
Edge Wealth Management
New York
$178K -$110K -613 -37%
OSNBOA
2110
Old Second National Bank of Aurora
Illinois
$178K +$25.6K +143 +16%
IWP
2111
Icon Wealth Partners
Texas
$174K -$27.8K -155 -13%
M
2112
Mirova
France
$167K +$174K +973 New
AWM
2113
Aevitas Wealth Management
Massachusetts
$164K +$538 +3 +0.3%
WCM
2114
WealthBridge Capital Management
Ohio
$164K +$171K +956 New
ME
2115
McIlrath & Eck
Washington
$154K -$23.9K -133 -13%
PCM
2116
Princeton Capital Management
New Jersey
$154K – – –
SAS
2117
Stelac Advisory Services
New York
$145K -$70.3K -392 -32%
HDIM
2118
Hanson & Doremus Investment Management
Vermont
$142K -$897 -5 -0.6%
SIS
2119
Sound Income Strategies
Florida
$141K -$30.1K -168 -17%
1NWS
2120
1 North Wealth Services
Maryland
$141K +$147K +820 New
POIA
2121
Pin Oak Investment Advisors
Texas
$139K +$19K +106 +15%
FTI
2122
Fiduciary Trust International
Massachusetts
$139K +$145K +807 New
Cohen & Steers
2123
Cohen & Steers
New York
$137K -$17.6K -98 -11%
CH
2124
Canton Hathaway
Rhode Island
$137K – – –
AA
2125
AlphaMark Advisors
Kentucky
$135K – – –