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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1401
Teza Capital Management
Illinois
$369K +$376K +7,080 New
PWM
1402
Purus Wealth Management
California
$367K -$39.3K -740 -10%
ISL
1403
Ingalls & Snyder LLC
New York
$367K +$5.3K +100 +1%
SGA
1404
Strategic Global Advisors
California
$367K +$123K +2,310 +49%
CCC
1405
Chelsea Counsel Company
California
$365K -$159K -3,000 -30%
GA
1406
GFS Advisors
Texas
$365K -$53K -1,000 -13%
BL
1407
Balentine LLC
Georgia
$365K -$3.71K -70 -1%
NJBEST
1408
New Jersey Better Educational Savings Trust
New Jersey
$365K – – –
OFG
1409
Omega Financial Group
California
$365K – – –
SIM
1410
Sadoff Investment Management
Wisconsin
$365K – – –
UBV
1411
United Bank (Virginia)
Virginia
$365K +$371K +7,000 New
TCOT
1412
Trust Company of Toledo
Ohio
$364K -$23.3K -440 -6%
PM
1413
Parametrica Management
Hong Kong
$364K +$376K +7,090 New
AWA
1414
Aaron Wealth Advisors
Illinois
$362K +$4.24K +80 +1%
ACA
1415
Ackerman Capital Advisors
Texas
$359K – – –
GFS
1416
GYL Financial Synergies
Connecticut
$359K +$29.7K +560 +9%
WP
1417
WMS Partners
Maryland
$356K – – –
DWM
1418
Destination Wealth Management
California
$355K -$163K -3,070 -31%
TGAM
1419
TBH Global Asset Management
Tennessee
$355K – – –
RWP
1420
Ridgecrest Wealth Partners
California
$355K +$361K +6,810 New
CAM
1421
Close Asset Management
United Kingdom
$352K +$7.96K +150 +2%
FI
1422
Financial Insights
Washington
$351K -$52K -980 -13%
MW
1423
Marcum Wealth
Ohio
$351K +$152K +2,860 +74%
WG
1424
Winton Group
United Kingdom
$348K -$876K -16,510 -71%
FLII
1425
First Long Island Investors
New York
$348K – – –