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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1501
ACG Wealth
Georgia
$1.02M +$127K +3,694 +14%
CCM
1502
Cribstone Capital Management
Maine
$1.01M +$20.9K +607 +2%
IFS
1503
Ifrah Financial Services
Arkansas
$1M +$101K +2,944 +11%
VCM
1504
Violich Capital Management
California
$1M
AIM
1505
Aspen Investment Management
Michigan
$997K -$16.2K -472 -2%
HA
1506
Hamel Associates
New Jersey
$990K -$295K -8,590 -23%
DT
1507
Diversified Trust
Tennessee
$987K +$118K +3,423 +13%
TFCM
1508
Taylor Frigon Capital Management
Arizona
$983K -$15.4K -447 -2%
VA
1509
Valmark Advisers
Ohio
$982K -$14.9K -434 -1%
OFW
1510
Omnia Family Wealth
Florida
$982K -$4.19K -122 -0.4%
BWP
1511
Baldwin Wealth Partners
Massachusetts
$981K -$39.6K -1,153 -4%
ROTUOC
1512
Regents of the University of California
California
$981K
MAM
1513
Mastrapasqua Asset Management
Tennessee
$981K +$1.79K +52 +0.2%
TC
1514
Toews Corporation
New Jersey
$976K +$996K +28,985 New
AAM
1515
American Asset Management
Florida
$971K +$43.6K +1,269 +5%
BCWM
1516
Blue Chip Wealth Management
Florida
$968K +$988K +28,734 New
MC
1517
Muhlenkamp & Co
Pennsylvania
$967K -$9.25K -269 -0.9%
HRC
1518
Hoertkorn Richard Charles
$963K -$239K -6,956 -20%
MFBTD
1519
MB Financial Bank - Trust Department
Illinois
$959K +$94.2K +2,740 +11%
HCM
1520
Harvest Capital Management
New Hampshire
$958K
PAS
1521
Professional Advisory Services
Florida
$951K
KFA
1522
Kelleher Financial Advisors
New York
$949K -$34.2K -995 -3%
SIA
1523
Starfire Investment Advisers
Michigan
$949K +$673K +19,582 +227%
MWM
1524
Modera Wealth Management
New Jersey
$939K +$61.1K +1,778 +7%
CWS
1525
Cypress Wealth Services
California
$937K +$35.1K +1,020 +4%