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Name Holding Trade Value Shares
Change
Change in
Stake
DL
2051
DOHJ LLC
Washington
$327K -$37.9K -183 -13%
LNWTC
2052
Laird Norton Wetherby Trust Company
Washington
$327K +$290K +1,398 New
MPPLM
2053
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$326K +$18.4K +89 +7%
CFS
2054
CRA Financial Services
New Jersey
$326K +$288K +1,390 New
OMIC
2055
Old Mission Investment Co
Michigan
$326K -$39.6K -191 -12%
WCA
2056
Westover Capital Advisors
Delaware
$325K -$829 -4 -0.3%
NIMI
2057
Natixis Investment Managers International
France
$325K +$288K +1,390 New
CAM
2058
Carret Asset Management
New York
$323K -$62.2K -300 -18%
FWP
2059
Firethorn Wealth Partners
Georgia
$323K +$286K +1,378 New
MP
2060
McDonald Partners
Ohio
$323K +$286K +1,378 New
CWP
2061
Capital Wealth Planning
Florida
$321K -$652K -3,149 -71%
SQA
2062
Simon Quick Advisors
New Jersey
$321K -$9.32K -45 -3%
MA
2063
MONECO Advisors
Connecticut
$321K +$26.9K +130 +11%
CCA
2064
Childress Capital Advisors
Texas
$321K +$281K +1,356 New
LGA
2065
Lebenthal Global Advisors
New York
$321K +$284K +1,371 New
PP
2066
Patron Partners
Texas
$321K +$284K +1,371 New
WAG
2067
Winthrop Advisory Group
Massachusetts
$318K +$7.25K +35 +3%
FRA
2068
Front Row Advisors
California
$317K – – –
IF
2069
Intrua Financial
Texas
$317K +$5.18K +25 +2%
CCM
2070
Compton Capital Management
Rhode Island
$316K – – –
ECAM
2071
East Coast Asset Management
Massachusetts
$316K – – –
MIM
2072
Montgomery Investment Management
Maryland
$316K – – –
SA
2073
Sicart Associates
New York
$316K +$30.7K +148 +12%
DTL
2074
Dynamic Technology Lab
Singapore
$315K +$279K +1,347 New
AIM
2075
Axiom Investment Management
New York
$314K +$556K +2,683 +152%