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Name Holding Trade Value Shares
Change
Change in
Stake
FCT
2701
Family Capital Trust
Massachusetts
$369K
MGAM
2702
McGowan Group Asset Management
Texas
$369K +$29.6K +618 +9%
ACM
2703
Alethea Capital Management
Washington
$368K +$81K +1,689 +31%
JWWM
2704
Johnson & White Wealth Management
Pennsylvania
$368K -$309K -6,443 -54%
MCM
2705
Morton Capital Management
California
$367K
KOMWMG
2706
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$367K +$1.63K +34 +0.5%
BCB
2707
Brian C. Broderick
$367K
SPC
2708
Stewart & Patten Company
California
$365K -$45.9K -957 -12%
TI
2709
TTP Investments
California
$364K -$7.82K -163 -2%
TWM
2710
TriaGen Wealth Management
California
$364K +$3.45K +72 +1%
BWP
2711
Bernardo Wealth Planning
Pennsylvania
$364K +$2.97K +62 +0.9%
DAM
2712
Diamant Asset Management
Connecticut
$364K +$21.6K +450 +7%
EL
2713
EMFO LLC
Florida
$363K -$393K -8,200 -54%
ZIMP
2714
Zimmermann Investment Management & Planning
Pennsylvania
$362K +$4.99K +104 +1%
MF
2715
Manchester Financial
California
$362K -$30K -626 -8%
SAMC
2716
Spectrum Asset Management (California)
California
$361K -$5.99K -125 -2%
CCP
2717
Carmel Capital Partners
California
$360K -$205K -4,286 -38%
PIFP
2718
Partners in Financial Planning
Virginia
$359K
ASFA
2719
All Season Financial Advisors
Colorado
$359K +$336K +7,004 New
NCM
2720
Neumann Capital Management
California
$359K +$33.6K +700 +11%
SICM
2721
Sustainable Insight Capital Management
New York
$359K -$54.6K -1,139 -14%
HCM
2722
Harvey Capital Management
Florida
$359K
SCM
2723
SKBA Capital Management
California
$359K
AWC
2724
Adamsbrown Wealth Consultants
Kansas
$359K -$57.7K -1,204 -15%
XT
2725
XTX Topco
Cayman Islands
$358K -$184K -3,844 -35%