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Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1576
Stokes Family Office
Louisiana
$545K -$128K -861 -19%
WDG
1577
Wealth Dimensions Group
Ohio
$545K +$102K +688 +23%
WDC
1578
Woodward Diversified Capital
California
$544K +$149 +1 +0%
SIC
1579
SFE Investment Counsel
California
$543K -$1.07M -7,193 -66%
RM
1580
Resource Management
Louisiana
$543K -$44.8K -301 -8%
JWBC
1581
J.W. Burns & Co
New York
$543K -$8.64K -58 -2%
MWA
1582
Meridian Wealth Advisors
Texas
$542K -$4.92K -33 -0.9%
SCM
1583
Southport Capital Management
Tennessee
$542K +$86K +577 +19%
ATC
1584
Adirondack Trust Company
New York
$541K -$26.8K -180 -5%
SFG
1585
Summit Financial Group
West Virginia
$541K
FMTC
1586
Farmers & Merchants Trust Company
California
$540K -$85.5K -574 -14%
SIM
1587
Studio Investment Management
Illinois
$537K +$55.4K +372 +11%
NF
1588
Norwood Financial
Pennsylvania
$537K +$538K +3,612 New
SWA
1589
SFMG Wealth Advisors
Texas
$536K +$538K +3,612 New
MJP
1590
Michael J. Puzo
$535K -$288K -1,931 -35%
IAMOG
1591
Investors Asset Management of Georgia
Georgia
$535K +$161K +1,082 +43%
XF
1592
XML Financial
Maryland
$534K +$18.2K +122 +4%
DTC
1593
Davidson Trust Company
Washington
$534K +$24.7K +166 +5%
AHB
1594
Abner Herrman & Brock
New Jersey
$532K -$11.8K -79 -2%
PA
1595
Procyon Advisors
Connecticut
$532K +$75.4K +506 +16%
LC
1596
Landaas & Company
Wisconsin
$531K
CFAM
1597
Coury Firm Asset Management
Pennsylvania
$531K +$533K +3,575 New
GDP
1598
Great Diamond Partners
Maine
$530K -$49K -329 -8%
Marshall Wace
1599
Marshall Wace
United Kingdom
$529K -$2.81M -18,866 -84%
KPCM
1600
Kings Point Capital Management
New York
$529K +$149 +1 +0%