Name Holding Trade Value Shares
Change
Change in
Stake
SM
1476
Sweeney & Michel
California
$328K +$637 +4 +0.2%
TL
1477
Tradewinds LLC
North Carolina
$328K -$15.9K -100 -4%
PCM
1478
Polymer Capital Management
New York
$327K -$1.93M -12,103 -84%
EA
1479
Everpar Advisors
Oklahoma
$327K -$16.7K -105 -4%
MMG
1480
Monetary Management Group
Missouri
$327K -$159K -1,000 -31%
WDC
1481
Woodward Diversified Capital
California
$326K -$796 -5 -0.2%
MHWM
1482
Montz Harcus Wealth Management
Louisiana
$325K +$159 +1 +0%
IGAM
1483
iA Global Asset Management
Quebec, Canada
$325K -$12.2M -76,425 -97%
DOA
1484
D'Orazio & Associates
Virginia
$325K -$1.59K -10 -0.4%
GD
1485
Grandfield & Dodd
New York
$324K -$19.9K -125 -5%
KAS
1486
KPP Advisory Services
Kentucky
$323K -$4.78K -30 -1%
CPA
1487
Cardiff Park Advisors
California
$323K – – –
RWA
1488
Rooted Wealth Advisors
Illinois
$322K +$12.1K +76 +4%
MCM
1489
MV Capital Management
Maryland
$322K -$318 -2 -0.1%
HDIM
1490
Hanson & Doremus Investment Management
Vermont
$320K -$2.39K -15 -0.7%
IC
1491
IKE Capital
New York
$319K +$79.6K +500 +29%
TLCM
1492
Twin Lakes Capital Management
California
$317K – – –
SIM
1493
Studio Investment Management
Illinois
$317K +$6.05K +38 +2%
HCM
1494
Hall Capital Management
Rhode Island
$317K – – –
MM
1495
MQS Management
New York
$317K -$227K -1,425 -40%
SRL
1496
Scientech Research LLC
New Jersey
$316K -$20.7K -130 -6%
SP
1497
Successful Portfolios
Florida
$315K -$140K -879 -29%
B
1498
Bailard
California
$315K +$72K +452 +26%
CC
1499
Clearwave Capital
California
$315K +$1.27K +8 +0.4%
MAWA
1500
Moss Adams Wealth Advisors
Washington
$314K +$12.3K +77 +4%