Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1701
MV Capital Management
Maryland
$347K -$18.8K -529 -5%
SIM
1702
Sadoff Investment Management
Wisconsin
$347K -$10.7K -300 -3%
Loomis, Sayles & Company
1703
Loomis, Sayles & Company
Massachusetts
$344K +$321K +9,042 New
SFG
1704
Sather Financial Group
Texas
$343K +$320K +9,000 New
HA
1705
Harfst & Associates
Wyoming
$342K +$1.92K +54 +0.6%
PHAM
1706
Palisades Hudson Asset Management
Florida
$336K -$48.7K -1,370 -13%
MSFP
1707
Mark Sheptoff Financial Planning
Connecticut
$335K – – –
CA
1708
Continuum Advisory
Idaho
$334K +$75.4K +2,122 +32%
SCA
1709
Sippican Capital Advisors
Massachusetts
$334K +$312K +8,775 New
AF
1710
Aldebaran Financial
$333K +$675 +19 +0.2%
CCA
1711
Conservest Capital Advisors
Pennsylvania
$332K -$8.28K -233 -3%
CWM
1712
Circle Wealth Management
New Jersey
$329K +$9.28K +261 +3%
KLWA
1713
Kelly Lawrence W & Associates
California
$326K – – –
NFP
1714
Narus Financial Partners
Utah
$326K +$10.8K +304 +4%
TAM
1715
Trillium Asset Management
Massachusetts
$324K -$15.1K -426 -5%
TAM
1716
Trust Asset Management
Texas
$323K – – –
KWM
1717
Kingsview Wealth Management
Oregon
$323K +$49.3K +1,388 +20%
LC
1718
Landaas & Company
Wisconsin
$323K +$302K +8,485 New
SMG
1719
Spectrum Management Group
Indiana
$322K -$757K -21,311 -72%
GAM
1720
Gould Asset Management
California
$320K -$21.3K -600 -7%
PWW
1721
Pettyjohn Wood & White
Virginia
$319K -$6.58K -185 -2%
BBNB
1722
Baker Boyer National Bank
Washington
$318K -$53.3K -1,500 -15%
CA
1723
CapWealth Advisors
Tennessee
$315K +$80.7K +2,270 +38%
AW
1724
Alpha Windward
Massachusetts
$314K -$450K -12,674 -61%
SWA
1725
SFMG Wealth Advisors
Texas
$313K -$21K -591 -7%