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Name Holding Trade Value Shares
Change
Change in
Stake
WP
2376
Westmount Partners
California
$520K – – –
NSB
2377
Norway Savings Bank
Maine
$518K -$38.1K -82 -7%
CMAI
2378
Capital Management Associates Inc
Minnesota
$518K – – –
DTC
2379
Davidson Trust Company
Washington
$517K – – –
WSWA
2380
Warren Street Wealth Advisors
California
$517K +$25.1K +54 +5%
HB
2381
Horizon Bancorp
Indiana
$516K +$12.1K +26 +3%
PFA
2382
Pure Financial Advisors
California
$516K +$30.2K +65 +7%
CFS
2383
Commonwealth Financial Services
West Virginia
$515K -$14K -30 -3%
PIM
2384
Pullen Investment Management
Florida
$514K -$930 -2 -0.2%
LAS
2385
LWM Advisory Services
Florida
$513K +$483K +1,038 New
GAM
2386
Grandview Asset Management
Pennsylvania
$510K +$2.79K +6 +0.6%
EFG
2387
Embree Financial Group
Illinois
$509K +$6.98K +15 +1%
RW
2388
REDW Wealth
New Mexico
$509K -$15.8K -34 -3%
WDG
2389
Wealth Dimensions Group
Ohio
$508K -$6.51K -14 -1%
CIS
2390
Continental Investors Services
Washington
$508K +$5.12K +11 +1%
DAL
2391
Delta Accumulation LLC
California
$505K +$465 +1 +0.1%
FCMC
2392
Founders Capital Management (Connecticut)
Connecticut
$504K -$465 -1 -0.1%
JFG
2393
JMG Financial Group
Illinois
$503K – – –
NB
2394
Northwest Bancshares
Pennsylvania
$502K -$126K -270 -21%
GAM
2395
Gemmer Asset Management
California
$502K – – –
NPF
2396
Norris Perne & French
Michigan
$501K -$5.12K -11 -1%
DW
2397
Durante & Waters
New York
$500K – – –
ACG
2398
Allen Capital Group
Nebraska
$495K +$70.7K +152 +18%
NFSG
2399
Newbridge Financial Services Group
Florida
$495K +$316K +679 +211%
KWM
2400
Kanen Wealth Management
Florida
$494K – – –