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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1751
Samalin Investment Counsel
New York
$643K -$96.8K -3,543 -11%
DMK
1752
David M. Knott
$643K
AWM
1753
Atticus Wealth Management
Florida
$642K +$1.5K +55 +0.2%
TCWM
1754
Total Clarity Wealth Management
Illinois
$640K +$54.6K +1,998 +7%
AWM
1755
Adams Wealth Management
Utah
$637K +$152K +5,574 +24%
CWM
1756
Circle Wealth Management
New Jersey
$635K +$100K +3,674 +15%
PK
1757
Pflug Koory
Nebraska
$634K -$1.8K -66 -0.2%
MCA
1758
Mercer Capital Advisers
New Jersey
$633K -$194K -7,094 -20%
VCM
1759
Vivaldi Capital Management
Illinois
$632K -$164K -6,019 -17%
ROTUOC
1760
Regents of the University of California
California
$632K
HAM
1761
Hammer Asset Management
California
$631K -$1.79M -65,594 -70%
TF
1762
Tompkins Financial
New York
$630K -$50.3K -1,841 -6%
CWA
1763
Clarus Wealth Advisors
Arizona
$628K -$197K -7,196 -19%
HPWM
1764
Highland Private Wealth Management
Washington
$628K +$104K +3,801 +15%
WIM
1765
Wittenberg Investment Management
Massachusetts
$627K -$76.5K -2,800 -9%
GTAM
1766
Global Trust Asset Management
Florida
$627K +$376K +13,759 +101%
MMG
1767
Monetary Management Group
Missouri
$625K -$48.1K -1,759 -6%
EWM
1768
Endurance Wealth Management
Rhode Island
$625K -$9.04K -331 -1%
JFL
1769
Jarislowsky, Fraser Ltd
Quebec, Canada
$625K +$32.5K +1,191 +4%
MBT
1770
Montecito Bank & Trust
California
$621K +$79.5K +2,909 +12%
SF
1771
Symphony Financial
Texas
$621K +$744K +27,217 New
HFG
1772
Heron Financial Group
New York
$619K -$17.1K -627 -2%
CIP
1773
Cornerstone Investment Partners
Georgia
$619K
HCMNY
1774
Howard Capital Management (New York)
New York
$619K
PIA
1775
Powell Investment Advisors
Florida
$618K +$84.9K +3,108 +12%