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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2301
Mastrapasqua Asset Management
Tennessee
$296K +$44K +900 +18%
AIM
2302
Axiom Investment Management
New York
$295K -$157K -3,210 -80%
VCM
2303
Vision Capital Management
Oregon
$295K +$11.4K +234 +4%
AWP
2304
Abacus Wealth Partners
California
$295K +$289K +5,918 New
FC
2305
Fulcrum Capital
Washington
$294K -$43.3K -886 -13%
PAS
2306
Professional Advisory Services
Florida
$294K – – –
FC
2307
Forte Capital
New York
$293K -$103K -2,100 -26%
SCG
2308
Sonata Capital Group
Washington
$293K – – –
PA
2309
Parkside Advisors
California
$293K +$13.7K +281 +5%
BPCE
2310
Bank Pictet & Cie (Europe)
Germany
$293K +$287K +5,880 New
KFI
2311
Key Financial Inc
Pennsylvania
$292K +$13.7K +280 +5%
BWM
2312
BNC Wealth Management
Oregon
$292K +$58.6K +1,199 +26%
LFG
2313
Lazard Frères Gestion
France
$292K +$293K +5,998 New
NCM
2314
Noesis Capital Mangement
Florida
$291K -$24.4K -500 -8%
SFG
2315
StrategIQ Financial Group
Indiana
$291K -$12.7K -260 -4%
EWA
2316
ERTS Wealth Advisors
Michigan
$291K – – –
PHAM
2317
Palisades Hudson Asset Management
Florida
$291K – – –
KPWG
2318
KFA Private Wealth Group
Virginia
$290K -$50.4K -1,033 -15%
SWA
2319
SFMG Wealth Advisors
Texas
$290K +$16K +328 +6%
EWG
2320
Executive Wealth Group
Washington
$285K +$781 +16 +0.3%
RDFA
2321
Ritter Daniher Financial Advisory
Ohio
$284K +$279K +5,706 New
FWM
2322
Fairhaven Wealth Management
Illinois
$283K -$1.17M -23,894 -81%
NCM
2323
Northside Capital Management
Oregon
$283K -$651K -13,323 -70%
LWIC
2324
Leith Wheeler Investment Counsel
British Columbia, Canada
$283K – – –
BMM
2325
Buffington Mohr McNeal
Idaho
$283K +$7.33K +150 +3%