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Name Holding Trade Value Shares
Change
Change in
Stake
AIIMS
901
Analyst IMS Investment Management Services
Israel
$447K +$29.7K +102 +7%
WP
902
WealthSource Partners
California
$446K +$450K +1,543 New
PS
903
Portfolio Solutions
Michigan
$444K – – –
SFSIG
904
San Francisco Sentry Investment Group
California
$441K +$49K +168 +12%
HWMG
905
Hurlow Wealth Management Group
Indiana
$439K -$6.12K -21 -1%
ATIA
906
American Trust Investment Advisors
New Hampshire
$436K – – –
EFS
907
Essex Financial Services
Connecticut
$436K – – –
ALAM
908
Asahi Life Asset Management
Japan
$435K -$21.9K -75 -5%
IRF
909
IBM Retirement Fund
New York
$434K -$4.8M -16,469 -92%
BHA
910
Beech Hill Advisors
New York
$434K – – –
CI
911
Clal Insurance
Israel
$434K – – –
WGAM
912
Wilkinson Global Asset Management
New York
$434K – – –
RM
913
Resource Management
Louisiana
$434K +$58.3K +200 +15%
FNBT
914
FineMark National Bank & Trust
Florida
$432K +$20.4K +70 +5%
JSC
915
Jackson Square Capital
California
$429K -$583 -2 -0.1%
TIA
916
Tiemann Investment Advisors
California
$429K – – –
WF
917
WoodTrust Financial
Wisconsin
$429K +$194K +667 +82%
V
918
VeraBank
Texas
$426K – – –
AWM
919
Aberdeen Wealth Management
Illinois
$422K – – –
SSW
920
Smith Shellnut Wilson
Mississippi
$422K – – –
GFS
921
GYL Financial Synergies
Connecticut
$418K – – –
NG
922
NatWest Group
United Kingdom
$418K +$9.33K +32 +2%
QCM
923
Quest Capital Management
Texas
$415K +$10.5K +36 +3%
TCOO
924
Trust Company of Oklahoma
Oklahoma
$412K – – –
AWM
925
AllSquare Wealth Management
New York
$410K – – –