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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1776
Sandler Capital Management
New York
$211K -$3.47M -6,949 -95%
CC
1777
Cadinha & Co
Hawaii
$211K – – –
CK
1778
Cohen Klingenstein
New York
$211K – – –
IWM
1779
Integris Wealth Management
California
$211K – – –
RCM
1780
Richardson Capital Management
Wisconsin
$211K – – –
TWM
1781
Tanglewood Wealth Management
Texas
$211K +$200K +400 New
AAM
1782
Auxier Asset Management
Oregon
$209K – – –
IP
1783
Investment Partners
Ohio
$209K +$499 +1 +0.3%
BIP
1784
Blue Investment Partners
California
$209K – – –
AAMC
1785
Asset Allocation & Management Company
Illinois
$208K +$197K +395 New
FWIA
1786
Fort Washington Investment Advisors
Ohio
$207K +$196K +393 New
APP
1787
Avantax Planning Partners
Iowa
$207K +$196K +392 New
CMS
1788
Capital Market Strategies
Florida
$206K -$92.8K -186 -32%
SMA
1789
Seven Mile Advisory
New Jersey
$206K -$25.5K -51 -12%
JC
1790
JB Capital
Connecticut
$206K +$195K +390 New
CIP
1791
Convergence Investment Partners
Florida
$205K -$638K -1,278 -77%
TF
1792
Tompkins Financial
New York
$204K – – –
Capstone Investment Advisors
1793
Capstone Investment Advisors
New York
$203K -$693K -1,389 -78%
NS
1794
NBC Securities
Alabama
$203K -$1.1M -2,209 -85%
CA
1795
CGN Advisors
Kansas
$202K +$192K +384 New
KSWWM
1796
Keyes Stange & Wooten Wealth Management
Florida
$202K -$25.5K -51 -12%
CWA
1797
Cura Wealth Advisors
Illinois
$201K +$191K +382 New
GWM
1798
Gibbs Wealth Management
Georgia
$201K +$191K +382 New
BONH
1799
Bank of New Hampshire
New Hampshire
$192K – – –
OCM
1800
Osterweis Capital Management
California
$190K – – –