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Name Holding Trade Value Shares
Change
Change in
Stake
DTC
2201
Davidson Trust Company
Washington
$585K -$16.5K -200 -3%
SIC
2202
Samalin Investment Counsel
New York
$585K -$659 -8 -0.1%
EIG
2203
Ellenbecker Investment Group
Wisconsin
$585K -$577 -7 -0.1%
TWM
2204
TCFG Wealth Management
California
$585K -$1.07K -13 -0.2%
MCA
2205
MSH Capital Advisors
Arizona
$584K +$55.8K +677 +11%
HCM
2206
Hodges Capital Management
Texas
$584K -$187K -2,275 -25%
PD
2207
Point72 (DIFC)
United Arab Emirates
$583K +$540K +6,551 +1,638%
PMG
2208
ProVise Management Group
Florida
$582K -$50.5K -613 -8%
BCM
2209
Beddow Capital Management
Wyoming
$581K -$30.9K -375 -5%
BFC
2210
Bedel Financial Consulting
Indiana
$581K +$39.5K +479 +7%
TCM
2211
Traub Capital Management
Massachusetts
$581K +$126K +1,530 +28%
SWM
2212
Sendero Wealth Management
Texas
$580K +$81.3K +987 +17%
AMG
2213
Asset Management Group
Connecticut
$577K +$5.11K +62 +0.9%
PTB
2214
Pioneer Trust Bank
Oregon
$577K -$4.94K -60 -0.9%
PNAA
2215
Pictet North America Advisors
Switzerland
$577K
APIM
2216
Agate Pass Investment Management
Washington
$574K
RIS
2217
Retirement Income Solutions
Michigan
$573K -$165K -2,000 -23%
OFS
2218
Orrstown Financial Services
Pennsylvania
$572K -$55.4K -673 -9%
FFA
2219
Fi3 Financial Advisors
Indiana
$571K -$35.8K -435 -6%
AIM
2220
Allen Investment Management
New York
$571K -$494K -6,000 -47%
OPA
2221
Old Port Advisors
Maine
$571K -$18K -218 -3%
MPWS
2222
McCarter Private Wealth Services
Massachusetts
$570K +$124K +1,510 +29%
PA
2223
Promethium Advisors
Maryland
$570K
NCM
2224
Neumann Capital Management
California
$569K +$74.1K +900 +15%
CCM
2225
Crabel Capital Management
California
$569K +$559K +6,783 New