Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2076
Redwood Investment Management
Arizona
$405K -$702K -19,710 -64%
LC
2077
Loews Corp
New York
$405K -$143K -4,028 -27%
WBG
2078
Wharton Business Group
Pennsylvania
$405K – – –
MSR
2079
Main Street Research
Connecticut
$403K -$39.4K -1,105 -9%
PIA
2080
Pinion Investment Advisors
Kansas
$402K +$40.5K +1,138 +12%
VC
2081
Vestor Capital
Illinois
$402K +$191K +5,368 +99%
SIM
2082
Sterling Investment Management
Arizona
$401K -$2.81K -79 -0.7%
OAM
2083
Occidental Asset Management
California
$401K – – –
XSC
2084
X-Square Capital
Puerto Rico
$400K +$15.1K +425 +4%
PJSIMP
2085
P.J. Schmidt Investment Management (PJS)
Wisconsin
$399K – – –
HCIA
2086
Hochman Cole Investment Advisors
Illinois
$398K – – –
HIM
2087
Hanlon Investment Management
New Jersey
$397K +$1.28K +36 +0.3%
CBFP
2088
Cedar Brook Financial Partners
Ohio
$395K -$89K -2,499 -19%
GBBWRPM
2089
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$395K -$88.6K -2,488 -19%
BMM
2090
Buffington Mohr McNeal
Idaho
$395K -$9.19K -258 -2%
CAW
2091
Cornerstone Advisors (Washington)
Washington
$393K +$59.7K +1,676 +19%
OWP
2092
Obermeyer Wealth Partners
Colorado
$392K -$23.7K -665 -6%
HCM
2093
HGI Capital Management
New York
$392K – – –
PWM
2094
Paulson Wealth Management
Illinois
$392K +$32.8K +922 +10%
DSN
2095
D. Scott Neal
Kentucky
$391K -$36.6K -1,028 -9%
PWM
2096
Perigon Wealth Management
California
$390K -$79.6K -2,234 -17%
TL
2097
TrueWealth LLC
Georgia
$389K -$16.6K -465 -4%
WPC
2098
White Pine Capital
Minnesota
$389K +$30K +843 +9%
EIA
2099
Eldridge Investment Advisors
New Hampshire
$387K +$71 +2 +0%
WA1
2100
Wimmer Associates 1
California
$387K +$178 +5 +0%