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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1301
Doheny Asset Management
California
$2.05M -$253K -3,307 -11%
FC
1302
Forte Capital
New York
$2.05M +$39.2K +513 +2%
NAM
1303
Nexpoint Asset Management
Texas
$2.04M
SC
1304
Searle & Co
Connecticut
$2.04M +$16K +209 +0.8%
NAM
1305
NTV Asset Management
West Virginia
$2.04M +$372K +4,866 +23%
WFAG
1306
Wescott Financial Advisory Group
Pennsylvania
$2.02M +$1.98M +25,938 New
SC
1307
Sawyer & Company
Massachusetts
$2.02M +$10.5K +137 +0.5%
BHBT
1308
Burke & Herbert Bank & Trust
Virginia
$2.02M -$44.4K -581 -2%
SIC
1309
Shoker Investment Counsel
Ohio
$2.02M +$18.4K +240 +0.9%
WA
1310
Wealth Alliance
New York
$2.01M +$272K +3,550 +16%
NPP
1311
New Potomac Partners
Maryland
$2.01M +$10K +131 +0.5%
LIM
1312
Longfellow Investment Management
Massachusetts
$2.01M +$1.97M +25,703 New
CCM
1313
CAAS Capital Management
New York
$2M -$7.07M -92,453 -78%
KCM
1314
Kanawha Capital Management
Virginia
$2M +$24.2K +316 +1%
1WA
1315
180 Wealth Advisors
Washington
$1.99M +$28.6K +374 +2%
PAM
1316
Palisade Asset Management
Minnesota
$1.98M +$161K +2,107 +9%
9WM
1317
9258 Wealth Management
Ohio
$1.98M +$26.2K +343 +1%
WSC
1318
Wellington Shields & Co
New York
$1.98M +$176K +2,306 +10%
MJP
1319
Michael J. Puzo
$1.97M
CPO
1320
Cerity Partners OCIO
New York
$1.97M +$13.2K +173 +0.7%
WIS
1321
Wright Investors Service
Connecticut
$1.97M +$40.5K +530 +2%
WCM
1322
Wallace Capital Management
Texas
$1.97M -$10.9K -143 -0.6%
HKIM
1323
Hayek Kallen Investment Management
Alabama
$1.97M +$61K +798 +3%
MWA
1324
Meridian Wealth Advisors
Texas
$1.96M +$210K +2,742 +12%
WWA
1325
WC Walker & Associates
California
$1.96M +$2.11M +27,651 New