Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
1851
Raab & Moskowitz Asset Management
New Jersey
$505K -$33.3K -1,465 -6%
KOMWMG
1852
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$504K -$219K -9,629 -29%
AIL
1853
AGF Investments LLC
Ontario, Canada
$503K -$31.8K -1,398 -6%
BFC
1854
Bedel Financial Consulting
Indiana
$503K +$29.6K +1,303 +6%
CGA
1855
Crescent Grove Advisors
Illinois
$502K -$105K -4,629 -17%
AWM
1856
Altavista Wealth Management
North Carolina
$502K -$31.9K -1,403 -6%
CIC
1857
Cutler Investment Counsel
Oregon
$502K – – –
SFWC
1858
Strategic Family Wealth Counselors
New Jersey
$502K +$11.4K +502 +2%
Jarislowsky, Fraser Ltd
1859
Jarislowsky, Fraser Ltd
Quebec, Canada
$501K -$63.8K -2,807 -11%
ECG
1860
Edge Capital Group
Georgia
$501K -$57.5K -2,526 -10%
PGIM
1861
Pacific Global Investment Management
California
$500K +$45.9K +2,016 +10%
KWM
1862
Keebeck Wealth Management
Illinois
$499K -$1.57M -68,932 -75%
MAA
1863
Mraz Amerine & Associates
California
$499K -$3K -132 -0.6%
TWP
1864
Treybourne Wealth Planners
Indiana
$499K – – –
TA
1865
TruWealth Advisors
Louisiana
$498K +$82K +3,604 +19%
VCM
1866
Vivaldi Capital Management
Illinois
$497K -$50.3K -2,212 -9%
KFI
1867
Key Financial Inc
Pennsylvania
$497K +$273 +12 +0.1%
SLA
1868
Silver Lake Advisory
Utah
$497K +$3.19K +140 +0.6%
HUB Investment Partners
1869
HUB Investment Partners
Texas
$496K -$138K -6,068 -21%
WA
1870
Winfield Associates
Ohio
$496K +$42.3K +1,861 +9%
SJIM
1871
St. Johns Investment Management
Florida
$496K +$54.1K +2,380 +12%
HFM
1872
Hartford Financial Management
Connecticut
$495K -$5.44K -239 -1%
FUBT
1873
First United Bank & Trust
Maryland
$494K -$97.2K -4,272 -16%
B
1874
Bellecapital
Switzerland
$493K -$71.9K -3,160 -12%
AFS
1875
Axiom Financial Strategies
Indiana
$493K +$6.85K +301 +1%