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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1726
Compagnie Lombard Odier SCmA
Switzerland
$293K -$1.21M -14,225 -80%
NCM
1727
Northwest Capital Management
Oregon
$293K -$11.1K -131 -4%
FBT
1728
First Bank & Trust
South Dakota
$292K
WPP
1729
Whalerock Point Partners
Rhode Island
$292K
WCWM
1730
Willow Creek Wealth Management
California
$291K
HWM
1731
Horizon Wealth Management
Illinois
$291K +$27.5K +324 +10%
BWA
1732
BDO Wealth Advisors
Florida
$290K -$21.2K -249 -7%
MS
1733
Mizuho Securities
Japan
$290K +$256K +3,009 +690%
HC
1734
Hendley & Co
Ohio
$288K -$426K -5,020 -59%
CIS
1735
Continental Investors Services
Washington
$287K +$255 +3 +0.1%
HH
1736
Hilltop Holdings
Texas
$287K +$40.8K +480 +16%
BONH
1737
Bank of New Hampshire
New Hampshire
$285K -$5.95K -70 -2%
QC
1738
Quent Capital
New York
$285K +$32.7K +385 +13%
SC
1739
Saturna Capital
Washington
$284K +$3.4K +40 +1%
WFMPM
1740
Woodley Farra Manion Portfolio Management
Indiana
$283K -$155K -1,820 -35%
CWA
1741
Canvas Wealth Advisors
Kansas
$281K -$30.3K -357 -10%
CIA
1742
Choate Investment Advisors
Massachusetts
$281K
SA
1743
Strategic Advisors
New York
$281K +$7.56K +89 +3%
CIA
1744
Caerus Investment Advisors
Texas
$281K +$284K +3,340 New
CIA
1745
Cladis Investment Advisory
Montana
$280K +$9.43K +111 +3%
PAMG
1746
Patton Albertson Miller Group
Tennessee
$280K -$11.8K -139 -4%
FSA
1747
Fort Sheridan Advisors
Illinois
$280K +$282K +3,325 New
FAFN
1748
First Affirmative Financial Network
Colorado
$279K +$49.2K +579 +21%
FP
1749
Foundry Partners
Minnesota
$278K +$19.1K +225 +7%
MHR
1750
Matthew Hamilton Rosenberg
$278K +$24.4K +287 +10%