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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
2276
Alethea Capital Management
Washington
$337K -$72.9K -1,150 -18%
SCA
2277
Sippican Capital Advisors
Massachusetts
$336K
MAWCM
2278
Mine & Arao Wealth Creation & Management
California
$335K +$30.4K +479 +10%
OL
2279
Optas LLC
Texas
$335K +$69.6K +1,098 +26%
KOMWMG
2280
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$335K +$337K +5,322 New
AL
2281
ADE LLC
Maryland
$334K
MIM
2282
Miller Investment Management
Pennsylvania
$334K
VCM
2283
Vision Capital Management
Oregon
$333K -$35K -552 -9%
RCG
2284
Rock Creek Group
District of Columbia
$333K +$4.44K +70 +1%
OCM
2285
Objective Capital Management
Ohio
$333K +$9.89K +156 +3%
MC
2286
Machina Capital
France
$333K +$336K +5,300 New
WTFG
2287
Wells Trecaso Financial Group
Ohio
$331K +$634 +10 +0.2%
CAM
2288
Congress Asset Management
Massachusetts
$331K +$123K +1,945 +59%
SCA
2289
Southern Capital Advisors
Tennessee
$330K -$3.04K -48 -0.9%
SCM
2290
Silvant Capital Management
Georgia
$330K
CA
2291
Calton & Associates
Florida
$329K -$141K -2,227 -30%
D
2292
Diversified
Delaware
$329K
CCIA
2293
Campbell & Co Investment Adviser
Maryland
$329K +$331K +5,222 New
LC
2294
Landaas & Company
Wisconsin
$328K -$129K -2,037 -28%
CBFP
2295
Cedar Brook Financial Partners
Ohio
$328K -$22.6K -357 -6%
TFCP
2296
Twin Focus Capital Partners
Massachusetts
$327K -$697 -11 -0.2%
KWM
2297
Keebeck Wealth Management
Illinois
$326K -$710K -11,208 -69%
BFA
2298
Bill Few Associates
Pennsylvania
$326K -$25.4K -400 -7%
AFG
2299
Albion Financial Group
Utah
$326K -$12.9K -203 -4%
EW
2300
Element Wealth
Mississippi
$326K -$2.35K -37 -0.7%