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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1776
SSI Investment Management
California
$237K -$1.26K -9 -0.6%
CW
1777
Cabot-Wellington
Massachusetts
$237K
LIM
1778
Lathrop Investment Management
Arkansas
$237K
CA
1779
Capital Advantage
California
$236K -$71.7K -512 -24%
SBWIC
1780
Schaper Benz & Wise Investment Counsel
Wisconsin
$235K
LWM
1781
Lyell Wealth Management
California
$234K -$25.1K -179 -10%
ACM
1782
Argent Capital Management
Missouri
$234K
BC
1783
Burleson & Co
California
$234K
FFG
1784
Frisch Financial Group
New York
$234K +$222K +1,585 New
FUBT
1785
First United Bank & Trust
Maryland
$233K -$14.6K -104 -6%
FSCM
1786
Front Street Capital Management
Montana
$232K
IB
1787
Intrust Bank
Kansas
$232K +$10.1K +72 +5%
SFWC
1788
Strategic Family Wealth Counselors
New Jersey
$230K -$106K -760 -33%
GBBWRPM
1789
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$230K +$4.2K +30 +2%
VSWA
1790
Vontobel Swiss Wealth Advisors
Switzerland
$229K -$168K -1,196 -43%
OSNBOA
1791
Old Second National Bank of Aurora
Illinois
$229K -$4.9K -35 -2%
DR
1792
Davis Rea
Ontario, Canada
$229K
BSAM
1793
Blue Sky Asset Management
Colorado
$229K +$217K +1,551 New
IC
1794
Inscription Capital
Texas
$227K
PCFFS
1795
Pacific Center for Financial Services
California
$227K
SICM
1796
Sustainable Insight Capital Management
New York
$227K
AWM
1797
Atticus Wealth Management
Florida
$227K +$216K +1,539 New
BCMO
1798
Buckingham Capital Management (Ohio)
Ohio
$226K
HHAM
1799
HITE Hedge Asset Management
Massachusetts
$226K
FIG
1800
FundX Investment Group
California
$226K +$215K +1,534 New