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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
2201
Progressive Investment Management
Oregon
$633K -$3.87K -15 -0.7%
LAM
2202
Lifestyle Asset Management
Texas
$632K +$9.28K +36 +2%
DMKJ
2203
David M. Knott Jr
$631K – – –
WW
2204
Waterfront Wealth
Kansas
$631K +$258 +1 +0%
AA
2205
Apriem Advisors
California
$630K – – –
VMMC
2206
V.M. Manning & Co
South Carolina
$629K +$669K +2,597 New
VFG
2207
Victory Financial Group
Texas
$626K +$201K +782 +58%
FA
2208
Freestate Advisors
Kansas
$625K – – –
PB
2209
Pinnacle Bancorp
Nebraska
$625K – – –
C
2210
Certuity
Florida
$623K -$3.61K -14 -0.7%
VBA
2211
von Borstel & Associates
Oregon
$623K +$167K +649 +36%
FBFS
2212
First Business Financial Services
Wisconsin
$623K +$279K +1,083 +105%
SL
2213
Sentinus LLC
Illinois
$622K +$4.89K +19 +0.9%
MCA
2214
MSH Capital Advisors
Arizona
$621K -$9.02K -35 -2%
FWM
2215
ForthRight Wealth Management
Georgia
$620K +$322K +1,251 +147%
CMP
2216
Coston McIsaac & Partners
Maine
$617K -$95.8K -372 -15%
TCM
2217
Towercrest Capital Management
Pennsylvania
$615K -$258 -1 -0%
CWA
2218
Centerline Wealth Advisors
Kentucky
$615K +$515 +2 +0.1%
WAM
2219
WNY Asset Management
New York
$613K +$34.5K +134 +7%
AWMG
2220
Alliance Wealth Management Group
New Jersey
$613K – – –
Mill Creek Capital Advisors
2221
Mill Creek Capital Advisors
Pennsylvania
$613K -$3.61K -14 -0.7%
MWPCG
2222
Measured Wealth Private Client Group
New Hampshire
$612K +$102K +394 +23%
Lazard Frères Gestion
2223
Lazard Frères Gestion
France
$612K – – –
MWM
2224
Marietta Wealth Management
Georgia
$612K – – –
GWM
2225
Gitterman Wealth Management
New Jersey
$610K -$611K -2,371 -53%