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Name Holding Trade Value Shares
Change
Change in
Stake
SWK
1051
Stephen W. Kidder
$397K +$414K +5,215 New
Fayez Sarofim & Co
1052
Fayez Sarofim & Co
Texas
$394K +$28.6K +360 +7%
STA
1053
Summit Trail Advisors
New York
$387K +$9.76K +123 +3%
AIA
1054
Avalon Investment & Advisory
Texas
$386K +$45.4K +573 +13%
QCMC
1055
Quantum Capital Management (California)
California
$385K -$240K -3,032 -37%
RHBC
1056
R.H. Bluestein & Co
Michigan
$383K
FLI
1057
Family Legacy Inc
South Carolina
$382K +$19K +240 +5%
AWM
1058
AE Wealth Management
Kansas
$381K -$14K -176 -3%
LWS
1059
Lucia Wealth Services
California
$381K +$398K +5,019 New
CCFCSB
1060
Cape Cod Five Cents Savings Bank
Massachusetts
$379K
AAP
1061
Ardsley Advisory Partners
Connecticut
$379K +$397K +5,000 New
BAM
1062
Boyar Asset Management
New York
$373K -$7.93K -100 -2%
BSPF
1063
British Steel Pension Fund
United Kingdom
$373K
BIA
1064
Bigelow Investment Advisors
Maine
$370K +$4.76K +60 +1%
SP
1065
Successful Portfolios
Florida
$368K -$3.41K -43 -0.9%
MGIA
1066
Moneta Group Investment Advisors
Missouri
$365K -$515K -6,495 -57%
PM
1067
Parametrica Management
Hong Kong
$365K +$382K +4,810 New
GKWIM
1068
Gerber Kawasaki Wealth & Investment Management
California
$364K +$13.9K +175 +4%
BWM
1069
BerganKDV Wealth Management
Minnesota
$359K -$50.4K -636 -12%
SV
1070
Sturgeon Ventures
United Kingdom
$359K +$375K +4,724 New
LCP
1071
Legacy Capital Partners
Wisconsin
$358K +$13.9K +175 +4%
BCA
1072
Berman Capital Advisors
Georgia
$357K +$125K +1,580 +51%
NA
1073
NewEdge Advisors
Louisiana
$356K +$376K +4,745 New
WP
1074
WealthPLAN Partners
Nebraska
$355K +$68.1K +858 +22%
PHAM
1075
Palisades Hudson Asset Management
Florida
$353K