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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
2226
Wisconsin Capital Management
Wisconsin
$371K -$18.4K -250 -5%
ACM
2227
Ashford Capital Management
Delaware
$370K
SICM
2228
Sustainable Insight Capital Management
New York
$368K -$85K -1,153 -19%
CBFP
2229
Cedar Brook Financial Partners
Ohio
$368K -$24.3K -330 -6%
SI
2230
Scharf Investments
California
$368K +$170K +2,309 +86%
WF
2231
Williams Financial
Vermont
$367K +$368K +4,985 New
ITIM
2232
Indiana Trust & Investment Management
Indiana
$366K
RCG
2233
Rock Creek Group
District of Columbia
$364K -$542K -7,354 -60%
MA
2234
MONECO Advisors
Connecticut
$364K +$811 +11 +0.2%
MTC
2235
McDaniel Terry & Co
Texas
$363K
MGAM
2236
McGowan Group Asset Management
Texas
$362K -$18.3K -248 -5%
HFG
2237
Heron Financial Group
New York
$362K +$66.5K +902 +22%
SCM
2238
SOL Capital Management
Maryland
$359K
LWA
2239
Lineweaver Wealth Advisors
Ohio
$359K +$41.2K +558 +13%
DTC
2240
Davidson Trust Company
Washington
$358K -$29.3K -397 -8%
3F
2241
360 Financial
Minnesota
$358K -$19.1K -259 -5%
TSS
2242
Two Sigma Securities
New York
$356K -$419K -5,687 -54%
PGWM
2243
Parisi Gray Wealth Management
New Jersey
$356K -$590 -8 -0.2%
CCM
2244
Carlson Capital Management
Minnesota
$356K +$8.19K +111 +2%
GWM
2245
Greenwich Wealth Management
Connecticut
$356K +$17K +231 +5%
PIA
2246
Perennial Investment Advisors
California
$356K +$30.9K +419 +9%
RGC
2247
Roberts, Glore & Co
Illinois
$355K -$76.8K -1,041 -18%
GS
2248
Gagnon Securities
New York
$355K +$5.9K +80 +2%
AIM
2249
Axiom Investment Management
New York
$355K +$261K +3,536 +274%
FCA
2250
FinTrust Capital Advisors
South Carolina
$354K -$2.58K -35 -0.7%