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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1301
Tevis Investment Management
Texas
$445K – – –
BFC
1302
Bedel Financial Consulting
Indiana
$445K +$2.55K +16 +0.5%
SP
1303
Sherman Porfolios
Idaho
$444K -$6.8M -42,716 -93%
LL
1304
LPWM LLC
Minnesota
$443K -$19.1K -120 -4%
TGAM
1305
TBH Global Asset Management
Tennessee
$442K -$12.7K -80 -3%
ATC
1306
Adirondack Trust Company
New York
$440K +$10.5K +66 +2%
SCS Capital Management
1307
SCS Capital Management
Massachusetts
$440K -$8.12K -51 -2%
Eagle Global Advisors
1308
Eagle Global Advisors
Texas
$439K -$59.7K -375 -11%
Exencial Wealth Advisors
1309
Exencial Wealth Advisors
Oklahoma
$437K -$107K -672 -18%
PCMM
1310
Piedmont Capital Management (Montana)
Montana
$437K – – –
KFI
1311
Key Financial Inc
Pennsylvania
$436K – – –
WIM
1312
Warwick Investment Management
Texas
$436K -$95.9K -602 -17%
CYG
1313
Clean Yield Group
Vermont
$435K – – –
OP
1314
Oslo Pensjonsforsikring
$434K +$216K +1,358 +83%
WA
1315
WealthTrust Axiom
Pennsylvania
$433K – – –
PCS
1316
Personal CFO Solutions
New Jersey
$432K -$40.6K -255 -8%
LT
1317
Legacy Trust
Michigan
$432K -$15.9K -100 -3%
KA
1318
Kure Advisory
Minnesota
$430K -$212K -1,334 -31%
ERWM
1319
Elk River Wealth Management
Colorado
$430K – – –
CAM
1320
Claret Asset Management
Quebec, Canada
$428K -$1.27K -8 -0.3%
TCWA
1321
Turtle Creek Wealth Advisors
Texas
$428K +$175K +1,099 +60%
CAM
1322
Clarity Asset Management
Iowa
$428K +$159 +1 +0%
V
1323
ViaWealth
Kansas
$427K +$1.27K +8 +0.3%
DM
1324
Diker Management
New York
$427K -$464K -2,913 -50%
Crawford Investment Counsel
1325
Crawford Investment Counsel
Georgia
$425K -$43K -270 -8%