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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1601
WealthShield Partners
North Carolina
$373K +$368K +2,534 New
MWM
1602
Merriman Wealth Management
Washington
$372K +$368K +2,534 New
MPAM
1603
Murphy Pohlad Asset Management
Minnesota
$371K -$22.8K -157 -6%
Treasurer of the State of North Carolina
1604
Treasurer of the State of North Carolina
North Carolina
$371K +$368K +2,528 New
IWA
1605
Inspirion Wealth Advisors
Illinois
$370K
CC
1606
Colrain Capital
Massachusetts
$368K
GA
1607
GFS Advisors
Texas
$368K
TAM
1608
Taurus Asset Management
New York
$368K +$48.7K +335 +15%
AFS
1609
Access Financial Services
Minnesota
$368K +$154K +1,061 +73%
BLAM
1610
Bourne Lent Asset Management
New York
$367K
MCM
1611
MV Capital Management
Maryland
$366K -$83.6K -575 -19%
DCM
1612
Delpha Capital Management
New York
$366K +$363K +2,493 New
NCM
1613
Nelson Capital Management
California
$364K +$12.9K +89 +4%
WDL
1614
Well Done LLC
Michigan
$363K
STMM
1615
South Texas Money Management
Texas
$362K -$28.1K -193 -7%
TW
1616
Transform Wealth
Colorado
$362K +$2.18K +15 +0.6%
TAM
1617
Todd Asset Management
Kentucky
$362K +$359K +2,468 New
AFM
1618
Abbot Financial Management
Massachusetts
$361K -$5.67K -39 -2%
APG
1619
Abacus Planning Group
South Carolina
$359K +$356K +2,445 New
CCM
1620
Condor Capital Management
New Jersey
$357K -$92.3K -635 -21%
HCM
1621
Harvest Capital Management
New Hampshire
$357K
JFA
1622
JNBA Financial Advisors
Minnesota
$357K +$6.98K +48 +2%
OFG
1623
OmniStar Financial Group
North Carolina
$357K +$354K +2,437 New
CGT
1624
Capital Guardian Trust
California
$356K -$15.1K -104 -4%
MCG
1625
McCollum Christoferson Group
New York
$356K +$353K +2,426 New