Name Holding Trade Value Shares
Change
Change in
Stake
ESB
1001
Essex Savings Bank
Connecticut
$876K +$64.3K +525 +9%
BC
1002
Broadwater Capital
Massachusetts
$875K – – –
VCS
1003
Vaughan & Co Securities
New Jersey
$872K -$21.1K -172 -3%
UAS
1004
United Asset Strategies
New York
$866K -$30K -245 -4%
Aristotle Capital Management
1005
Aristotle Capital Management
California
$863K – – –
BCFD
1006
Boit C.F. David
$861K -$122K -1,000 -14%
FIM
1007
Fruth Investment Management
Texas
$859K -$73.4K -600 -9%
AIM
1008
Alhambra Investment Management
Florida
$858K -$9.79K -80 -1%
1WA
1009
180 Wealth Advisors
Washington
$854K +$438K +3,579 +134%
HMS
1010
Hanseatic Management Services
New Mexico
$851K +$762K +6,222 New
PBC
1011
Pavion Blue Capital
California
$850K -$8.57K -70 -1%
CMAI
1012
Capital Management Associates Inc
Minnesota
$847K -$38.6K -315 -5%
TCOT
1013
Trust Company of Toledo
Ohio
$847K +$8.2K +67 +1%
PAS
1014
Park Avenue Securities
New York
$846K +$97.4K +796 +15%
BWP
1015
Baldwin Wealth Partners
Massachusetts
$843K +$6.86K +56 +0.9%
EAM
1016
Empirical Asset Management
Massachusetts
$842K +$6.24K +51 +0.8%
JSC
1017
Jackson Square Capital
California
$836K -$1.1K -9 -0.1%
JFL
1018
Jarislowsky, Fraser Ltd
Quebec, Canada
$835K -$1.95M -15,890 -72%
AWM
1019
Axxcess Wealth Management
California
$835K -$338K -2,761 -31%
TSS
1020
Two Sigma Securities
New York
$834K -$2.74M -22,352 -79%
CJ
1021
Caitlin John
Michigan
$829K +$62.8K +513 +9%
LIM
1022
Leavell Investment Management
Alabama
$828K +$122 +1 +0%
JFA
1023
JNBA Financial Advisors
Minnesota
$822K -$111K -903 -13%
NCM
1024
Neumann Capital Management
California
$822K -$343K -2,800 -32%
FF
1025
Friedenthal Financial
New Jersey
$819K +$664K +5,425 +953%