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Name Holding Trade Value Shares
Change
Change in
Stake
WH
1126
Willner & Heller
California
$239K +$5.33K +64 +2%
PBC
1127
Pavion Blue Capital
California
$238K
KWA
1128
KCS Wealth Advisory
California
$238K +$1.33K +16 +0.5%
VHAM
1129
Van Hulzen Asset Management
California
$236K -$88.3K -1,060 -24%
HI
1130
Humankind Investments
New York
$236K +$19.2K +231 +7%
HFAS
1131
Hummer Financial Advisory Services
Illinois
$235K
MW
1132
Marcum Wealth
Ohio
$234K -$32.4K -389 -11%
CP
1133
Covenant Partners
Tennessee
$234K -$11.7K -141 -4%
EH
1134
Equitable Holdings
New York
$234K +$21.1K +253 +8%
CCMD
1135
Cypress Capital Management (Delaware)
Delaware
$234K +$275K +3,305 New
CL
1136
CPWM LLC
Washington
$233K -$33.7K -405 -11%
SIM
1137
Sentry Investment Management
Wisconsin
$233K
EHAM
1138
Eagle Harbor Asset Management
Washington
$233K
TTWM
1139
TCV Trust & Wealth Management
Virginia
$232K -$21.6K -259 -7%
SIS
1140
Sound Income Strategies
Florida
$230K -$2.5K -30 -0.9%
NDSI
1141
Newman Dignan & Sheerar Inc
Rhode Island
$230K
AF
1142
Alerus Financial
North Dakota
$229K -$246K -2,951 -48%
TWM
1143
Tradition Wealth Management
Minnesota
$229K +$666 +8 +0.2%
DP
1144
Dearborn Partners
Illinois
$229K +$3.25K +39 +1%
FB
1145
Fulton Bank
Pennsylvania
$229K +$19.1K +229 +8%
SCM
1146
Shelton Capital Management
Colorado
$228K -$9.16K -110 -3%
WFA
1147
Wipfli Financial Advisors
Wisconsin
$227K +$267K +3,205 New
Fisher Asset Management
1148
Fisher Asset Management
Washington
$226K -$57.4K -689 -18%
CG
1149
Caprock Group
Idaho
$226K -$24.7K -297 -9%
CT
1150
Chicago Trust
Illinois
$226K -$6.33K -76 -2%