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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1076
Needham Investment Management
New York
$862K
SIC
1077
Salem Investment Counselors
North Carolina
$862K +$23.8K +300 +2%
IIC
1078
Ironwood Investment Counsel
Arizona
$858K +$10.3K +130 +1%
CK
1079
Cohen Klingenstein
New York
$854K -$317K -4,000 -24%
RAM
1080
Redmond Asset Management
Virginia
$853K +$21.8K +275 +2%
RIM
1081
Regent Investment Management
Kentucky
$850K +$114K +1,435 +13%
DT
1082
Diversified Trust
Tennessee
$846K -$416K -5,252 -30%
AWE
1083
Avidian Wealth Enterprises
Texas
$846K
VFA
1084
Voya Financial Advisors
Connecticut
$843K -$5.7K -72 -0.6%
CFMC
1085
Curbstone Financial Management Corp
New Hampshire
$838K +$11.9K +150 +1%
AI
1086
Atria Investments
North Carolina
$836K -$5.46K -69 -0.6%
MFS
1087
MSI Financial Services
Massachusetts
$833K +$27.1K +342 +3%
AHS
1088
Aspiriant Holdings S3
California
$831K -$1.03M -13,040 -52%
SFSIG
1089
San Francisco Sentry Investment Group
California
$829K -$95K -1,200 -9%
WIM
1090
Waverton Investment Management
United Kingdom
$829K
ECM
1091
Element Capital Management
New York
$824K -$376K -4,750 -28%
TYCC
1092
Texas Yale Capital Corp
Florida
$821K
HA
1093
Halsey Associates
Connecticut
$819K
CCM
1094
Compton Capital Management
Rhode Island
$818K -$67.3K -850 -7%
AIM
1095
Ada Investment Management
New York
$815K +$851K +10,746 New
ACM
1096
Aviance Capital Management
Florida
$814K +$934K +11,797 New
HPCM
1097
High Pointe Capital Management
Illinois
$813K +$52.5K +663 +6%
IB
1098
Intrust Bank
Kansas
$810K +$3.48K +44 +0.4%
YMRC
1099
Yorktown Management & Research Company
Virginia
$807K
GWM
1100
Gupta Wealth Management
California
$807K +$477K +6,025 +106%