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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1676
Solitude Financial Services
Virginia
$665K +$259K +11,380 +59%
UCMOK
1677
United Capital Management of KS
Kansas
$664K -$1.95M -85,624 -74%
MSR
1678
Main Street Research
Connecticut
$664K -$31.4K -1,380 -4%
SAM
1679
Seelaus Asset Management
New Jersey
$662K -$311K -13,669 -31%
PG
1680
Patten Group
Tennessee
$661K -$32.6K -1,434 -5%
TA
1681
TrueWealth Advisors
Alabama
$661K +$58.7K +2,581 +9%
HFG
1682
Heron Financial Group
New York
$661K +$98.7K +4,340 +17%
PWM
1683
PRW Wealth Management
Massachusetts
$661K +$691K +30,395 New
CAM
1684
Claret Asset Management
Quebec, Canada
$658K -$275K -12,102 -29%
NSAM
1685
North Star Asset Management
Wisconsin
$658K +$27K +1,188 +4%
WPP
1686
Whalerock Point Partners
Rhode Island
$657K
EN1L
1687
Engine No 1 LLC
California
$657K +$687K +30,207 New
CAL
1688
Capital Analysts LLC
Pennsylvania
$656K -$1.37M -60,174 -67%
FNT
1689
First Nebraska Trust
Nebraska
$653K -$1.64K -72 -0.2%
PCG
1690
Private Capital Group
Connecticut
$649K -$135K -5,952 -17%
SAM
1691
Sequent Asset Management
Texas
$649K -$32.3K -1,422 -5%
DBIA
1692
Dumont & Blake Investment Advisors
New Jersey
$642K +$10.8K +477 +2%
LSAG
1693
Lake Street Advisors Group
New Hampshire
$641K -$32.1K -1,411 -4%
AF
1694
Affiance Financial
Minnesota
$641K -$11.9K -522 -2%
APA
1695
Allegiant Private Advisors
Florida
$640K -$1.81M -79,418 -73%
WCA
1696
Westover Capital Advisors
Delaware
$640K -$340K -14,936 -34%
PA
1697
PSI Advisors
Florida
$640K -$18.3K -806 -3%
PAM
1698
Premier Asset Management
Illinois
$637K -$283K -12,439 -30%
SOAMC
1699
Spirit of America Management Corp
New York
$636K -$434K -19,066 -39%
BL
1700
Balentine LLC
Georgia
$636K +$233K +10,260 +54%