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Name Holding Trade Value Shares
Change
Change in
Stake
EM
1651
Excalibur Management
Massachusetts
$540K +$5.9K +42 +1%
NC
1652
Northcape Capital
Australia
$540K +$16K +114 +3%
BCAM
1653
Boston Common Asset Management
Massachusetts
$539K -$68.2K -485 -11%
DLA
1654
Douglas Lane & Associates
New York
$538K -$102K -728 -15%
BHIC
1655
Bassett Hargrove Investment Counsel
Delaware
$538K
WFO
1656
Wealthgate Family Office
Colorado
$538K
JI
1657
Jeereddi Investments
California
$538K +$562K +4,000 New
AFWM
1658
AMJ Financial Wealth Management
Virginia
$537K
OCM
1659
Orion Capital Management
California
$535K +$25.6K +182 +5%
AIM
1660
Alhambra Investment Management
Florida
$532K
LA
1661
Lakeside Advisors
Washington
$532K
EFS
1662
Econ Financial Services
Pennsylvania
$532K +$551K +3,918 +10,883%
AP
1663
Appleton Partners
Massachusetts
$530K -$11.9K -85 -2%
WF
1664
Wayfinding Financial
Washington
$528K -$3.94K -28 -0.6%
XSC
1665
X-Square Capital
Puerto Rico
$527K -$141 -1 -0%
LWM
1666
Liberty Wealth Management
California
$525K +$548K +3,901 New
ACH
1667
ArrowMark Colorado Holdings
Colorado
$523K -$472K -3,356 -46%
KOC
1668
Koss-Olinger Consulting
Florida
$523K -$3.23K -23 -0.6%
VWMG
1669
Virginia Wealth Management Group
Virginia
$520K
OWM
1670
Opes Wealth Management
California
$520K +$51.2K +364 +10%
CCMD
1671
Cypress Capital Management (Delaware)
Delaware
$519K -$8.43K -60 -2%
MSA
1672
Marino Stram & Associates
Massachusetts
$519K +$15.5K +110 +3%
DAS
1673
Dynamic Advisor Solutions
Arizona
$519K +$141K +1,003 +35%
CA
1674
CoreCap Advisors
Michigan
$518K +$97.8K +696 +22%
MHS
1675
M Holdings Securities
Oregon
$512K +$534K +3,802 New