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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1326
Orca Wealth Management
Florida
$325K +$18.7K +200 +7%
LD
1327
Lipe & Dalton
New York
$324K
AIM
1328
AHL Investment Management
Florida
$324K
HFAS
1329
Hummer Financial Advisory Services
Illinois
$324K
PWP
1330
Private Wealth Partners
California
$324K
TA
1331
TFB Advisors
Kansas
$323K -$252K -2,700 -46%
BMO
1332
Beck Mack & Oliver
New York
$323K
PGAM
1333
Princeton Global Asset Management
New Jersey
$321K -$92.4K -990 -25%
NI
1334
Natural Investments
California
$321K +$1.87K +20 +0.7%
WMA
1335
West Michigan Advisors
Michigan
$320K +$277K +2,970 New
DLA
1336
Douglas Lane & Associates
New York
$320K -$18.7K -200 -6%
LNB
1337
Ledyard National Bank
$319K +$3.73K +40 +1%
SIS
1338
Sound Income Strategies
Florida
$319K -$4.67K -50 -2%
IAIM
1339
International Assets Investment Management
Florida
$319K
HBW
1340
Hazlett, Burt & Watson
West Virginia
$319K +$154K +1,650 +127%
WHCI
1341
W.H. Cornerstone Investments
Massachusetts
$315K +$933 +10 +0.3%
Fayez Sarofim & Co
1342
Fayez Sarofim & Co
Texas
$315K
MPPLM
1343
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$314K -$11.2K -120 -4%
CIEC
1344
Crédit Industriel et Commercial
France
$314K -$401K -4,300 -60%
GF
1345
Gries Financial
Ohio
$314K +$7.46K +80 +3%
CT
1346
Chicago Trust
Illinois
$314K -$18.7K -200 -6%
EWP
1347
Elevation Wealth Partners
California
$314K +$3.73K +40 +1%
LA
1348
Latitude Advisors
Florida
$313K +$56K +600 +26%
MMCM
1349
Murphy & Mullick Capital Management
New York
$313K
IFG
1350
Independent Financial Group
California
$312K -$88.6K -950 -25%