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Name Holding Trade Value Shares
Change
Change in
Stake
EIP
1726
Ellis Investment Partners
Pennsylvania
$294K +$595 +7 +0.2%
CLOS
1727
Compagnie Lombard Odier SCmA
Switzerland
$293K -$1.21M -14,225 -80%
NCM
1728
Northwest Capital Management
Oregon
$293K -$11.1K -131 -4%
FBT
1729
First Bank & Trust
South Dakota
$292K – – –
WPP
1730
Whalerock Point Partners
Rhode Island
$292K – – –
WCWM
1731
Willow Creek Wealth Management
California
$291K – – –
HWM
1732
Horizon Wealth Management
Illinois
$291K +$27.5K +324 +10%
BWA
1733
BDO Wealth Advisors
Florida
$290K -$21.2K -249 -7%
MS
1734
Mizuho Securities
Japan
$290K +$256K +3,009 +690%
HC
1735
Hendley & Co
Ohio
$288K -$426K -5,020 -59%
CIS
1736
Continental Investors Services
Washington
$287K +$255 +3 +0.1%
HH
1737
Hilltop Holdings
Texas
$287K +$40.8K +480 +16%
BONH
1738
Bank of New Hampshire
New Hampshire
$285K -$5.95K -70 -2%
QC
1739
Quent Capital
New York
$285K +$32.7K +385 +13%
SC
1740
Saturna Capital
Washington
$284K +$3.4K +40 +1%
WFMPM
1741
Woodley Farra Manion Portfolio Management
Indiana
$283K -$155K -1,820 -35%
CWA
1742
Canvas Wealth Advisors
Kansas
$281K -$30.3K -357 -10%
CIA
1743
Choate Investment Advisors
Massachusetts
$281K – – –
SA
1744
Strategic Advisors
New York
$281K +$7.56K +89 +3%
CIA
1745
Caerus Investment Advisors
Texas
$281K +$284K +3,340 New
CIA
1746
Cladis Investment Advisory
Montana
$280K +$9.43K +111 +3%
PAMG
1747
Patton Albertson Miller Group
Tennessee
$280K -$11.8K -139 -4%
FSA
1748
Fort Sheridan Advisors
Illinois
$280K +$282K +3,325 New
FAFN
1749
First Affirmative Financial Network
Colorado
$279K +$49.2K +579 +21%
FP
1750
Foundry Partners
Minnesota
$278K +$19.1K +225 +7%