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Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1676
Wimmer Associates 1
California
$444K -$22.1K -165 -4%
MS
1677
Maven Securities
Jersey
$444K -$3.25M -24,265 -88%
IAS
1678
Insigneo Advisory Services
Florida
$444K +$16.1K +120 +4%
ICP
1679
Interchange Capital Partners
Pennsylvania
$443K +$452K +3,377 New
AC
1680
Abbrea Capital
California
$442K
TIA
1681
Traphagen Investment Advisors
New Jersey
$442K +$34.5K +258 +8%
BCFD
1682
Boit C.F. David
$442K
SCA
1683
SMH Capital Advisors
Texas
$441K -$37.5K -280 -7%
MTC
1684
McDaniel Terry & Co
Texas
$441K
W
1685
Wealthquest
Ohio
$439K
QC
1686
Quent Capital
New York
$438K -$30.6K -229 -6%
GLLW
1687
Graves Light Lenhart Wealth
Virginia
$436K +$268 +2 +0.1%
AS
1688
Altshuler Shaham
Israel
$436K +$936 +7 +0.2%
PIN
1689
Prudent Investors Network
California
$436K +$161K +1,206 +57%
BA
1690
Ballast Advisors
Minnesota
$435K -$1.2K -9 -0.3%
GC
1691
Gilbert & Cook
Iowa
$434K +$3.48K +26 +0.8%
KA
1692
Klingman & Associates
New York
$434K +$8.7K +65 +2%
GWM
1693
GDS Wealth Management
Texas
$433K -$24.6K -184 -5%
CA
1694
Callahan Advisors
Texas
$433K
FAM
1695
Formidable Asset Management
Ohio
$433K
KCM
1696
Kendall Capital Management
Maryland
$433K +$1.34K +10 +0.3%
WTB
1697
Washington Trust Bank
Washington
$432K -$15.1K -113 -3%
TFF
1698
The Family Firm
Maryland
$430K -$454K -3,393 -51%
PI
1699
Putnam Investments
Massachusetts
$429K +$13.8K +103 +3%
SHGA
1700
Sand Hill Global Advisors
California
$427K +$74.7K +558 +21%