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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
701
Shelton Capital Management
Colorado
$8.01M +$1.77M +34,792 +29%
SA
702
Strategic Advisors
New York
$8M -$224K -4,394 -3%
LOPW
703
Live Oak Private Wealth
North Carolina
$7.96M +$81.3K +1,596 +1%
AAIM
704
American Assets Investment Management
California
$7.87M
SWM
705
Spire Wealth Management
Virginia
$7.86M -$1.51M -29,711 -17%
CA
706
Continental Advisors
Utah
$7.84M -$204K -4,000 -3%
EFIC
707
Eliot Finkel Investment Counsel
California
$7.84M -$34.7K -680 -0.5%
FMWA
708
Forvis Mazars Wealth Advisors
Missouri
$7.81M +$1.05M +20,663 +16%
GIM
709
Grassi Investment Management
California
$7.8M +$14K +275 +0.2%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$7.8M +$218K +4,272 +3%
CA
711
Clearstead Advisors
Ohio
$7.8M +$215K +4,214 +3%
CCM
712
Cutler Capital Management
Massachusetts
$7.8M +$17.9K +351 +0.2%
NSAM
713
North Star Asset Management
Wisconsin
$7.8M -$145K -2,846 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
714
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.78M -$5.62M -110,287 -43%
VFM
715
Viking Fund Management
North Dakota
$7.76M -$764K -15,000 -9%
MCC
716
Money Concepts Capital
Florida
$7.72M -$3.06M -60,063 -29%
JC
717
JB Capital
Connecticut
$7.7M +$256K +5,027 +4%
FLAM
718
First Light Asset Management
Minnesota
$7.67M -$44.8K -879 -0.6%
Dodge & Cox
719
Dodge & Cox
California
$7.65M
IWA
720
IBEX Wealth Advisors
New Jersey
$7.65M +$99.6K +1,954 +1%
BOH
721
Bank of Hawaii
Hawaii
$7.65M +$62.3K +1,222 +0.8%
SMI
722
Shelter Mutual Insurance
Missouri
$7.64M
AAMA
723
Advanced Asset Management Advisors
Ohio
$7.64M +$51 +1 +0%
PCA
724
Providence Capital Advisors
North Carolina
$7.62M -$834K -16,358 -10%
LPT
725
Legacy Private Trust
Wisconsin
$7.59M +$436K +8,557 +6%