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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1251
Washington Trust Bank
Washington
$840K -$60.2K -440 -7%
EA
1252
Elm Advisors
California
$839K -$25.7K -188 -3%
SFO
1253
Stokes Family Office
Louisiana
$838K +$102K +745 +14%
RIA
1254
Realta Investment Advisors
Delaware
$837K -$68K -497 -8%
9WM
1255
9258 Wealth Management
Ohio
$837K +$12.9K +94 +2%
OAM
1256
Oak Asset Management
California
$837K +$816K +5,971 New
BCM
1257
BTR Capital Management
California
$836K +$218K +1,596 +37%
WA
1258
Waddell & Associates
Tennessee
$835K +$815K +5,961 New
TPWA
1259
TRUE Private Wealth Advisors
Oregon
$831K -$3.28K -24 -0.4%
PWM
1260
Prentice Wealth Management
New York
$830K +$137 +1 +0%
QVT
1261
Quantitative Value Technologies
Kansas
$828K +$808K +5,907 New
DAM
1262
Delta Asset Management
Tennessee
$825K +$6.02K +44 +0.8%
SFS
1263
Strategic Financial Services
New York
$823K +$57.3K +419 +8%
VDBMI
1264
Van Den Berg Management I
Texas
$823K +$173K +1,266 +27%
QT
1265
Quantbot Technologies
New York
$822K -$7.21M -52,702 -90%
RI
1266
Ridgewood Investments
New Jersey
$822K -$66.6K -487 -8%
BWM
1267
Baystate Wealth Management
Massachusetts
$822K -$10.7K -78 -1%
GC
1268
Gratus Capital
Georgia
$821K -$57.2K -418 -7%
WLPWM
1269
Walled Lake Planning & Wealth Management
Illinois
$819K -$31.7K -232 -4%
FAB
1270
First American Bank
Illinois
$819K +$1.09K +8 +0.1%
AL
1271
Aspiriant LLC
California
$816K +$252K +1,845 +47%
CA
1272
Claro Advisors
Massachusetts
$812K +$14.5K +106 +2%
Westfield Capital Management
1273
Westfield Capital Management
Massachusetts
$812K +$792K +5,795 New
TCM
1274
Teza Capital Management
Illinois
$812K +$793K +5,797 New
LBD
1275
Landsberg Bennett & Dubbaneh
Florida
$811K -$27.6K -202 -3%