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Name Holding Trade Value Shares
Change
Change in
Stake
AL
251
Agran Libbie
California
$725K +$71.1K +5,100 +13%
CI
252
Constellation Investments
Ohio
$714K -$15.7K -1,125 -2%
BCM
253
Barometer Capital Management
Ontario, Canada
$672K +$586K +42,000 New
FAM
254
Fortaleza Asset Management
Illinois
$665K
MSFP
255
Mark Sheptoff Financial Planning
Connecticut
$653K
BAM
256
Burnham Asset Management
New York
$648K -$1.86M -133,500 -77%
PWM
257
Perigon Wealth Management
California
$648K +$565K +40,500 New
CLOS
258
Compagnie Lombard Odier SCmA
Switzerland
$644K +$22.8K +1,635 +4%
Federated Hermes
259
Federated Hermes
Pennsylvania
$638K -$224K -16,035 -29%
CIA
260
Capital Impact Advisors
Massachusetts
$621K +$541K +38,790 New
AFG
261
Albion Financial Group
Utah
$600K
BIA
262
Biondo Investment Advisors
Pennsylvania
$600K
TAM
263
Telluride Asset Management
Minnesota
$600K +$523K +37,500 New
BOS
264
Bingham Osborn & Scarborough
California
$589K +$59K +4,230 +13%
WT
265
Whittier Trust
California
$575K
SLI
266
Sumitomo Life Insurance
Japan
$574K +$500K +35,850 New
SC
267
Scotia Capital
Ontario, Canada
$566K +$493K +35,340 New
ICAS
268
Investors Capital Advisory Services
Massachusetts
$565K +$22.2K +1,590 +5%
WSCM
269
Wellington Shields Capital Management
New York
$552K +$41.8K +3,000 +10%
SEC
270
Seven Eight Capital
New York
$541K +$472K +33,810 New
AIP
271
Ameritas Investment Partners
Nebraska
$529K -$39.1K -2,805 -8%
WAM
272
Weatherly Asset Management
California
$505K
EOJOAM
273
E. Ohman J:or Asset Management
Sweden
$504K
AB
274
Amalgamated Bank
New York
$504K +$25.5K +1,830 +6%
PI
275
Placemark Investments
Illinois
$503K +$149K +10,650 +51%