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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1801
Alpha Windward
Massachusetts
$236K -$8.07K -223 -3%
IOOF
1802
Independent Order of Foresters
Ontario, Canada
$236K – – –
KKAMG
1803
Kernodle & Katon Asset Management Group
Arkansas
$236K +$53.1K +1,466 +29%
PLFAM
1804
Pineno Levin & Ford Asset Management
Virginia
$234K -$36.2K -1,000 -13%
SMC
1805
Smith, Moore & Co
Missouri
$233K -$6.77K -187 -3%
RWA
1806
RGT Wealth Advisors
Texas
$232K -$219K -6,049 -48%
LFA
1807
Landmark Financial Advisors
Kentucky
$232K -$688 -19 -0.3%
GC
1808
Gilbert & Cook
Iowa
$232K +$11.3K +311 +5%
ACM
1809
Alethea Capital Management
Washington
$231K +$232K +6,400 New
BFIC
1810
Bedell Frazier Investment Counselling
California
$230K -$14.2K -392 -6%
KL
1811
Kinsight LLC
Alabama
$228K – – –
SSA
1812
South Street Advisors
New York
$227K – – –
SAM
1813
Summit Asset Management
Tennessee
$227K +$1.67K +46 +0.7%
NCM
1814
Noesis Capital Mangement
Florida
$227K +$228K +6,295 New
RI
1815
Ridgewood Investments
New Jersey
$227K +$228K +6,297 New
DSI
1816
Daiwa SB Investments
Japan
$226K -$18.8K -520 -8%
AIM
1817
Avity Investment Management
Connecticut
$225K -$15.7K -433 -6%
VWA
1818
V Wealth Advisors
Kansas
$225K +$20.7K +573 +10%
GIM
1819
Greylin Investment Management
Virginia
$223K – – –
RA
1820
RFG Advisory
Alabama
$223K +$223K +6,168 New
LCM
1821
Leisure Capital Management
California
$222K – – –
PCP
1822
Proficio Capital Partners
Massachusetts
$221K +$98.8K +2,729 +81%
CPSAC
1823
Chas P. Smith & Associates (CPS)
Florida
$217K -$27.1K -750 -11%
ACM
1824
Academy Capital Management
Texas
$216K -$6.48K -179 -3%
CIAN
1825
Capstone Investment Advisors (Netherlands)
New York
$216K +$216K +5,975 New