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Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1376
Curbstone Financial Management Corp
New Hampshire
$481K -$45K -100 -9%
Klingman & Associates
1377
Klingman & Associates
New York
$480K +$45.9K +102 +11%
Klingenstein Fields & Co
1378
Klingenstein Fields & Co
New York
$479K -$900 -2 -0.2%
GIA
1379
GHP Investment Advisors
Colorado
$479K – – –
Conestoga Capital Advisors
1380
Conestoga Capital Advisors
Pennsylvania
$477K – – –
GSWM
1381
Golden State Wealth Management
California
$477K +$4.05K +9 +0.9%
MIM
1382
Merrion Investment Management
New Jersey
$474K – – –
DWG
1383
Darden Wealth Group
Michigan
$474K +$4.95K +11 +1%
Clifford Swan Investment Counsel
1384
Clifford Swan Investment Counsel
California
$470K – – –
IFWM
1385
Institute for Wealth Management
Colorado
$469K – – –
Grimes & Company
1386
Grimes & Company
Massachusetts
$469K +$41K +91 +10%
TWA
1387
Tandem Wealth Advisors
Arizona
$469K +$30.2K +67 +7%
EMCIP
1388
Ewing Morris & Co Investment Partners
Ontario, Canada
$468K -$1.32M -2,939 -74%
VIM
1389
VELA Investment Management
Ohio
$468K – – –
HCM
1390
Harvey Capital Management
Florida
$466K – – –
MFC
1391
Mechanics Financial Corp
Ohio
$466K – – –
OGC
1392
Oak Grove Capital
New Hampshire
$466K – – –
GPI
1393
General Partner Inc
Pennsylvania
$465K – – –
AlphaCore Capital
1394
AlphaCore Capital
California
$464K +$449K +997 New
CFO
1395
CVA Family Office
Colorado
$457K +$21.2K +47 +5%
CP
1396
Covenant Partners
Tennessee
$456K -$234K -520 -35%
Sanibel Captiva Trust Company
1397
Sanibel Captiva Trust Company
Florida
$455K -$251K -557 -36%
Cullen Capital Management
1398
Cullen Capital Management
New York
$454K – – –
Capital Wealth Planning
1399
Capital Wealth Planning
Florida
$454K +$439K +975 New
RWM
1400
Rockline Wealth Management
New York
$452K – – –