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Name Holding Trade Value Shares
Change
Change in
Stake
PA
901
Pinnacle Associates
New York
$606K +$137K +1,815 +33%
WT
902
Whittier Trust
California
$605K -$22.2K -293 -4%
RBFC
903
Roman Butler Fullerton & Co
Missouri
$601K -$757 -10 -0.1%
LAM
904
L2 Asset Management
Massachusetts
$600K +$8.48K +112 +2%
APIM
905
Agate Pass Investment Management
Washington
$595K -$28K -370 -5%
IWM
906
IHT Wealth Management
Illinois
$594K +$18.6K +246 +4%
TCM
907
Telos Capital Management
California
$593K
SI
908
Seeds Investor
New York
$593K +$30.5K +403 +6%
HAG
909
HighPoint Advisor Group
Illinois
$593K +$62K +819 +13%
Bessemer Group
910
Bessemer Group
New Jersey
$590K -$41.6K -549 -7%
PIM
911
Penobscot Investment Management
Massachusetts
$590K -$82.4K -1,088 -13%
CLA
912
Carnegie Lake Advisors
New Jersey
$589K -$30.3K -400 -5%
NA
913
Nautilus Advisors
California
$589K
CFA
914
Collaborative Fund Advisors
Nevada
$588K +$533K +7,041 New
TCA
915
Transcend Capital Advisors
New Jersey
$588K +$190K +2,510 +55%
JHP
916
James Hambro & Partners
United Kingdom
$585K
WMG
917
WESCAP Management Group
California
$584K -$82.9K -1,095 -14%
WC
918
Waterloo Capital
Texas
$582K +$20.4K +269 +4%
ACM
919
Alethea Capital Management
Washington
$582K +$527K +6,962 New
LIM
920
Loudon Investment Management
New Hampshire
$580K -$37.9K -500 -7%
JPWM
921
Jamison Private Wealth Management
Georgia
$578K -$57.8K -764 -10%
EAM
922
Erste Asset Management
Austria
$575K +$522K +6,899 New
PTC
923
Private Trust Company
Ohio
$573K -$23.3K -308 -4%
DBRC
924
D.B. Root & Company
Pennsylvania
$572K +$23.4K +309 +5%
IWA
925
Invera Wealth Advisors
Oregon
$567K +$178K +2,347 +53%