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Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1751
Per Stirling Capital Management
Texas
$346K +$2.33K +122 +0.7%
GIM
1752
Grassi Investment Management
California
$346K +$115K +6,000 +50%
OHWP
1753
Oak Harbor Wealth Partners
North Carolina
$345K +$153 +8 +0%
SCM
1754
Sterneck Capital Management
Missouri
$345K +$803 +42 +0.2%
WC
1755
Woodstock Corp
Massachusetts
$345K – – –
FCM
1756
Firestone Capital Management
Florida
$344K +$25.6K +1,340 +8%
JFGIW
1757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$344K -$13K -680 -4%
RWA
1758
Redmont Wealth Advisors
Illinois
$343K -$99.6K -5,214 -23%
MSWM
1759
McGlone Suttner Wealth Management
Wisconsin
$341K +$21K +1,100 +7%
PGAM
1760
Princeton Global Asset Management
New Jersey
$341K -$34.3K -1,793 -9%
WBC
1761
West Branch Capital
Massachusetts
$341K -$18.1K -945 -5%
RPCONE
1762
Retirement Planning Company of New England
Rhode Island
$341K +$10.6K +554 +3%
SRSA
1763
S.R. Schill & Associates
Washington
$340K -$76.4K -4,000 -18%
CNBTD
1764
Citizens National Bank Trust Department
Mississippi
$340K -$20.1K -1,050 -6%
CTA
1765
Colonial Trust Advisors
South Carolina
$340K +$38.8K +2,030 +13%
TNA
1766
True North Advisors
Texas
$339K -$66.7K -3,488 -17%
NFA
1767
Northern Financial Advisors
Michigan
$338K +$152K +7,955 +71%
LWP
1768
Lumature Wealth Partners
Georgia
$338K -$242K -12,668 -42%
ETIA
1769
Epic Trust Investment Advisors
Washington
$338K +$144K +7,509 +75%
KCM
1770
Kendall Capital Management
Maryland
$337K -$33.6K -1,760 -9%
GM
1771
GeoWealth Management
Illinois
$337K -$28.5K -1,491 -8%
AAM
1772
Aureus Asset Management
Massachusetts
$337K +$95.6K +5,000 +40%
ECM
1773
Exchange Capital Management
Michigan
$337K +$4.8K +251 +1%
CFS
1774
CRA Financial Services
New Jersey
$336K +$1.11K +58 +0.3%
PFM
1775
Parsec Financial Management
North Carolina
$336K – – –