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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2101
Barton Investment Management
Pennsylvania
$703K
JFA
2102
JNBA Financial Advisors
Minnesota
$702K -$22.1K -247 -3%
EP
2103
Edgestream Partners
New Jersey
$701K +$727K +8,143 New
WAM
2104
Weatherly Asset Management
California
$698K
SCFS
2105
S.C. Financial Services
Arizona
$698K +$35.8K +401 +5%
MC
2106
Mathes Company
New York
$697K
DAC
2107
Dividend Assets Capital
South Carolina
$696K -$88.8K -995 -11%
WAG
2108
Winthrop Advisory Group
Massachusetts
$696K -$3.75K -42 -0.5%
NJBEST
2109
New Jersey Better Educational Savings Trust
New Jersey
$696K
AS
2110
Altshuler Shaham
Israel
$693K -$171K -1,916 -19%
MFS
2111
Monetta Financial Services
Illinois
$689K -$536K -6,000 -43%
GFP
2112
Gryphon Financial Partners
Ohio
$689K +$153K +1,712 +27%
CCFM
2113
Clear Creek Financial Management
Washington
$687K -$5.89K -66 -0.8%
OCM
2114
Orion Capital Management
California
$687K +$248K +2,775 +53%
LAM
2115
LifePro Asset Management
California
$685K +$23K +258 +3%
VBCG
2116
Valley Brook Capital Group
Pennsylvania
$685K +$84K +941 +13%
STAS
2117
Strong Tower Advisory Services
Minnesota
$682K +$1.43K +16 +0.2%
PAM
2118
Premier Asset Management
Illinois
$682K +$104K +1,160 +17%
SMA
2119
Sage Mountain Advisors
Georgia
$681K -$4.73K -53 -0.7%
CAM
2120
Claret Asset Management
Quebec, Canada
$678K -$1.78K -20 -0.3%
KP
2121
Keel Point
Alabama
$677K -$3.39K -38 -0.5%
ZAM
2122
Zevin Asset Management
Massachusetts
$675K
SN
2123
Sittner & Nelson
Oregon
$673K -$3.04K -34 -0.4%
Edgewood Management
2124
Edgewood Management
Connecticut
$673K
CHA
2125
Carmichael Hill & Associates
Maryland
$673K +$27.9K +313 +4%