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Name Holding Trade Value Shares
Change
Change in
Stake
ML
1901
McAdam LLC
Pennsylvania
$259K +$11.9K +126 +5%
KCM
1902
Kanawha Capital Management
Virginia
$258K -$2.08K -22 -0.8%
DWA
1903
Dougherty Wealth Advisers
Minnesota
$258K – – –
PIM
1904
Penobscot Investment Management
Massachusetts
$257K – – –
CWM
1905
Curi Wealth Management
North Carolina
$257K +$44.7K +474 +20%
Advance Capital Management
1906
Advance Capital Management
Michigan
$257K +$267K +2,830 New
SCM
1907
Stonehearth Capital Management
Massachusetts
$256K – – –
MS
1908
Mizuho Securities
Japan
$256K +$260K +2,760 +4,929%
RTS
1909
Round Table Services
New Jersey
$255K – – –
Simon Quick Advisors
1910
Simon Quick Advisors
New Jersey
$255K +$1.7K +18 +0.6%
FCA
1911
FinTrust Capital Advisors
South Carolina
$254K -$523K -5,546 -66%
VIM
1912
VELA Investment Management
Ohio
$254K – – –
ZWJ Investment Counsel
1913
ZWJ Investment Counsel
Georgia
$254K – – –
CFS
1914
CRA Financial Services
New Jersey
$253K -$17.6K -187 -6%
CCG
1915
Ceeto Capital Group
Florida
$253K +$472 +5 +0.2%
OR
1916
Olympiad Research
Connecticut
$253K +$102K +1,080 +63%
PK
1917
Pflug Koory
Nebraska
$251K +$13.2K +140 +5%
CAL
1918
Capital Advisors Ltd
Ohio
$251K +$78.9K +836 +44%
IAG
1919
Investment Advisory Group
Massachusetts
$251K +$260K +2,753 New
MW
1920
MBL Wealth
North Carolina
$251K +$260K +2,760 New
CH
1921
Canton Hathaway
Rhode Island
$250K -$1.47M -15,570 -85%
TFF
1922
The Family Firm
Maryland
$250K +$1.13K +12 +0.4%
CAM
1923
Cozad Asset Management
Illinois
$249K -$56.2K -596 -18%
CAP
1924
Columbia Advisory Partners
Washington
$249K -$1.7K -18 -0.7%
SAM
1925
Sompo Asset Management
Japan
$249K +$57.6K +610 +29%