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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1326
SignalPoint Asset Management
Missouri
$685K +$127K +639 +21%
MOS
1327
MGO One Seven
Ohio
$684K -$36.9K -186 -5%
EM
1328
Excalibur Management
Massachusetts
$684K -$23.8K -120 -3%
CAW
1329
Cornerstone Advisors (Washington)
Washington
$684K +$182K +916 +33%
ITIM
1330
Indiana Trust & Investment Management
Indiana
$679K -$28.3K -143 -4%
FDCC
1331
Foster Dykema Cabot & Co
Massachusetts
$675K +$210K +1,061 +41%
FCFS
1332
First Command Financial Services
Texas
$670K -$11.5K -58 -2%
MCTIC
1333
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$670K -$7.13K -36 -1%
JWBC
1334
J.W. Burns & Co
New York
$670K – – –
FCB
1335
First Command Bank
Texas
$670K -$11.5K -58 -2%
RW
1336
REDW Wealth
New Mexico
$668K – – –
BRWA
1337
B. Riley Wealth Advisors
Florida
$664K +$54.3K +274 +8%
FSA
1338
Franklin Street Advisors
North Carolina
$663K -$29.5K -149 -4%
DC
1339
DeDora Capital
California
$663K -$1.98K -10 -0.3%
Fuller & Thaler Asset Management
1340
Fuller & Thaler Asset Management
California
$659K -$474K -2,392 -40%
SACTSONJ
1341
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$659K -$474K -2,392 -40%
AWCI
1342
Alpine Woods Capital Investors
New York
$659K – – –
MSTVIM
1343
Messner & Smith Theme Value Investment Management
California
$659K +$4.76K +24 +0.7%
EWM
1344
Endurance Wealth Management
Rhode Island
$656K – – –
RTS
1345
Round Table Services
New Jersey
$655K -$116K -586 -14%
CWM
1346
Chesapeake Wealth Management
Virginia
$655K +$707K +3,569 New
PA
1347
Parallel Advisors
California
$654K +$2.77K +14 +0.4%
CCM
1348
Cribstone Capital Management
Maine
$652K -$6.54K -33 -0.9%
CL
1349
CPWM LLC
Washington
$651K +$136K +686 +24%
OWP
1350
Obermeyer Wealth Partners
Colorado
$648K -$55.1K -278 -7%