Name Holding Trade Value Shares
Change
Change in
Stake
RPCA
4151
Running Point Capital Advisors
California
$411K +$910 +9 +0.3%
ATI
4152
Act Two Investors
California
$409K – – –
DI
4153
DAGCO Inc
Ohio
$409K +$127K +1,260 +61%
MIAS
4154
Mason Investment Advisory Services
Virginia
$406K +$333K +3,290 New
CBC
4155
Coombe, Bender & Co
New York
$406K -$93.8K -928 -22%
WH
4156
Wallace Hart
Kentucky
$405K +$47.7K +472 +17%
KAM
4157
Kraft Asset Management
Tennessee
$404K +$91.3K +903 +38%
EHAM
4158
Eagle Harbor Asset Management
Washington
$404K – – –
I2I
4159
Insight 2811 Inc
Illinois
$404K +$20.2K +200 +7%
ATIA
4160
American Trust Investment Advisors
New Hampshire
$404K +$68.8K +680 +26%
WFG
4161
Wills Financial Group
Virginia
$400K -$44.8K -443 -12%
WCMN
4162
Westchester Capital Management (Nebraska)
Nebraska
$400K +$9.61K +95 +3%
MIM
4163
Macroview Investment Management
Maryland
$398K +$143K +1,413 +78%
FAP
4164
Financial Advisory Partners
Florida
$396K -$202 -2 -0.1%
SIA
4165
Spectrum Investment Advisors
Wisconsin
$395K -$656K -6,490 -67%
P8IP
4166
Pier 88 Investment Partners
California
$395K -$2.04M -20,200 -86%
GIP
4167
Greatmark Investment Partners
Georgia
$395K +$10.1K +100 +3%
MM
4168
MQS Management
New York
$394K +$323K +3,191 New
TI
4169
tru Independence
Oregon
$394K +$323K +3,190 New
AWM
4170
Aspire Wealth Management
Massachusetts
$394K +$28.3K +280 +10%
JF
4171
Joule Financial
Kentucky
$394K +$64.6K +639 +25%
MBFW
4172
Morton Brown Family Wealth
Pennsylvania
$394K +$16.2K +160 +5%
SJGA
4173
Stephen J. Garry & Associates
New York
$393K +$16.6K +164 +5%
I
4174
IMPACTfolio
Colorado
$393K +$32.6K +322 +11%
CCM
4175
Causeway Capital Management
California
$392K -$17.2K -170 -5%