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Name Holding Trade Value Shares
Change
Change in
Stake
LK
2101
Lumbard & Kellner
New Hampshire
$494K +$24.3K +318 +5%
CWA
2102
Clearview Wealth Advisors
Oregon
$493K +$483K +6,316 New
ACH
2103
ArrowMark Colorado Holdings
Colorado
$491K
AFS
2104
Aft Forsyth & Sober
Florida
$491K +$481K +6,288 New
BDWM
2105
Brewin Dolphin Wealth Management
Ireland
$491K
CF
2106
Copperwynd Financial
Arizona
$490K +$29.9K +391 +7%
HTI
2107
Hikari Tsushin Inc
Japan
$490K +$480K +6,278 New
FBB
2108
Fulton Breakefield Broenniman
Maryland
$489K -$445K -5,822 -48%
CSWG
2109
Cardinal Strategic Wealth Guidance
Kentucky
$489K -$58.9K -770 -11%
SRC
2110
Stone Run Capital
New York
$489K
BLAM
2111
Bourne Lent Asset Management
New York
$488K -$56.1K -734 -11%
BCM
2112
Brooktree Capital Management
Michigan
$488K -$18.5K -242 -4%
CCM
2113
Cohen Capital Management
California
$488K
WCM
2114
Wedge Capital Management
North Carolina
$488K +$15.4K +202 +3%
CA
2115
Cortland Associates
Missouri
$487K
PWA
2116
Phoenix Wealth Advisors
North Carolina
$487K +$478K +6,245 New
MWA
2117
Moser Wealth Advisors
Washington
$484K
NIA
2118
Northstar Investment Advisors
Colorado
$483K -$208K -2,724 -31%
LIM
2119
Lathrop Investment Management
Arkansas
$483K -$18.8K -246 -4%
LB
2120
Leo Brokerage
Texas
$481K -$126K -1,651 -21%
LAIC
2121
Lederer & Associates Investment Counsel
California
$481K +$98K +1,282 +26%
HP
2122
Hikari Power
Japan
$481K +$471K +6,162 New
SICM
2123
Sustainable Insight Capital Management
New York
$481K +$471K +6,162 New
WAM
2124
Weatherly Asset Management
California
$479K +$1.76K +23 +0.4%
CA
2125
Crumly & Associates
Illinois
$478K -$101K -1,323 -18%