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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1226
Moseley Investment Management
Florida
$611K +$20.3K +264 +3%
AS
1227
AM Squared
Hong Kong
$608K
AAP
1228
Ardsley Advisory Partners
Connecticut
$608K +$616K +8,000 New
WPP
1229
Whalerock Point Partners
Rhode Island
$604K -$11.6K -150 -2%
SW
1230
Solidarity Wealth
Utah
$603K +$611K +7,939 New
GFP
1231
Gryphon Financial Partners
Ohio
$597K +$33.6K +436 +6%
AAS
1232
Ameritas Advisory Services
Nebraska
$597K -$43.8K -569 -7%
CIA
1233
Cladis Investment Advisory
Montana
$597K -$116K -1,500 -16%
ABP
1234
Arthur B. Page
$596K -$132K -1,715 -18%
EHWM
1235
Eads & Heald Wealth Management
Georgia
$594K -$40.7K -528 -6%
IAS
1236
IMA Advisory Services
Colorado
$593K -$82.3K -1,069 -12%
E
1237
Ergoteles
New York
$588K +$597K +7,745 New
AT
1238
Arden Trust
Delaware
$588K +$254K +3,303 +75%
EM
1239
Excalibur Management
Massachusetts
$586K -$27.9K -362 -4%
PGWM
1240
Pitti Group Wealth Management
New York
$585K +$1.77K +23 +0.3%
NCM
1241
Novare Capital Management
North Carolina
$584K -$46K -597 -7%
LCM
1242
Lattice Capital Management
Washington
$583K
KCM
1243
KLK Capital Management
California
$583K -$2.16K -28 -0.4%
EWM
1244
Elite Wealth Management
Washington
$582K -$25.8K -335 -4%
OWA
1245
One Wealth Advisors
California
$582K +$448K +5,812 +313%
JIC
1246
Joel Isaacson & Co
New York
$581K
LWM
1247
Laidlaw Wealth Management
New York
$580K -$3.85K -50 -0.7%
MS
1248
Mizuho Securities
Japan
$579K +$269K +3,490 +85%
NSIM
1249
North Star Investment Management
Illinois
$578K -$19.2K -249 -3%
LAM
1250
Lingohr Asset Management
Germany
$575K +$583K +7,569 New