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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
726
Oak Asset Management
California
$262K
PTC
727
Petrus Trust Company
Texas
$261K +$250K +3,498 New
PP
728
Patten & Patten
Tennessee
$258K +$28.6K +400 +13%
WJWM
729
Williams Jones Wealth Management
New York
$258K -$14.3K -200 -5%
EFMC
730
Empire Financial Management Company
New York
$257K
CFAM
731
Center For Asset Management
Florida
$254K -$291K -4,072 -55%
JIC
732
Joel Isaacson & Co
New York
$254K -$21K -294 -8%
SC
733
Syon Capital
California
$253K +$242K +3,379 New
TWM
734
TriaGen Wealth Management
California
$252K
6F
735
626 Financial
Michigan
$252K -$44.6K -623 -16%
PCM
736
Presidio Capital Management
California
$250K -$10.3K -144 -4%
WC
737
Weil Company
California
$247K
AP
738
Atwood & Palmer
Missouri
$247K
SIM
739
Sentry Investment Management
Wisconsin
$246K -$25.3K -354 -10%
FFG
740
Fortem Financial Group
California
$246K +$21.9K +306 +10%
LWM
741
Lakeridge Wealth Management
Ohio
$244K +$234K +3,270 New
RPC
742
Rossmore Private Capital
Connecticut
$243K
RCM
743
RB Capital Management
Nevada
$243K -$644 -9 -0.3%
MBI
744
May Barnhard Investments
Maryland
$243K +$233K +3,256 New
PG
745
Patten Group
Tennessee
$243K +$233K +3,254 New
BRA
746
Biechele Royce Advisors
Indiana
$243K -$9.15K -128 -4%
RCG
747
Regatta Capital Group
California
$241K
EP
748
Edgestream Partners
New Jersey
$239K -$302K -4,220 -57%
DBRC
749
D.B. Root & Company
Pennsylvania
$239K -$1K -14 -0.4%
DI
750
DFPG Investments
Utah
$238K -$15.6K -218 -7%