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Name Holding Trade Value Shares
Change
Change in
Stake
HC
1751
HNP Capital
New York
$223K +$211K +843 New
HR
1752
Hayden Royal
North Carolina
$222K +$199K +797 New
FPFS
1753
First Personal Financial Services
North Carolina
$220K +$9.51K +38 +5%
WCWM
1754
Willow Creek Wealth Management
California
$220K +$208K +830 New
MSFP
1755
Mark Sheptoff Financial Planning
Connecticut
$218K – – –
MPIA
1756
Mountain Pacific Investment Advisers
Idaho
$217K +$206K +822 New
FFS
1757
Founders Financial Securities
Maryland
$216K +$204K +815 New
ODG
1758
O'Dell Group
Ohio
$215K +$204K +814 New
NWS
1759
Newport Wealth Strategies
California
$213K +$194K +775 New
MWM
1760
Modera Wealth Management
New Jersey
$213K +$201K +805 New
PL
1761
Perpetual Ltd
Australia
$212K -$150K -600 -43%
BCM
1762
Bridgeway Capital Management
Texas
$212K +$200K +800 New
GIP
1763
Granite Investment Partners
California
$212K +$200K +800 New
OWM
1764
Orgel Wealth Management
Wisconsin
$212K +$200K +801 New
RIM
1765
Redwood Investment Management
Arizona
$212K +$201K +802 New
WAM
1766
Weiss Asset Management
Massachusetts
$210K -$25.5K -102 -11%
TIP
1767
Torray Investment Partners
Maryland
$210K +$199K +795 New
WMA
1768
Wealth Management Associates
New Jersey
$209K +$198K +791 New
Edgewood Management
1769
Edgewood Management
Connecticut
$208K -$19.8K -79 -9%
KA
1770
KLCM Advisors
Wisconsin
$206K -$37.5K -150 -16%
FIB
1771
First Interstate Bank
Montana
$206K – – –
FIM
1772
Frontier Investment Management
Texas
$206K +$194K +777 New
RCM
1773
RNC Capital Management
California
$206K +$195K +780 New
MUS
1774
Mitsubishi UFJ Securities
Japan
$204K +$97.6K +390 +103%
TIS
1775
Tortoise Index Solutions
Kansas
$202K +$57.6K +230 +43%