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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1426
Gradient Capital Advisors
California
$844K +$188K +969 +24%
IIM
1427
Illumine Investment Management
Washington
$838K – – –
Focus Financial Network
1428
Focus Financial Network
Minnesota
$834K +$158K +812 +19%
PC
1429
Permanens Capital
New York
$833K +$275K +1,417 +39%
CSD
1430
Clear Street Derivatives
New York
$831K +$973K +5,006 New
WSC
1431
Wellington Shields & Co
New York
$830K -$52.5K -270 -5%
Beck Mack & Oliver
1432
Beck Mack & Oliver
New York
$830K +$14.4K +74 +2%
MIP
1433
Marietta Investment Partners
Wisconsin
$828K -$208K -1,068 -18%
JSAM
1434
J. Safra Asset Management
New York
$827K +$219K +1,127 +29%
GIA
1435
Guyasuta Investment Advisors
Pennsylvania
$817K -$19.4K -100 -2%
Clifford Swan Investment Counsel
1436
Clifford Swan Investment Counsel
California
$814K +$22.5K +116 +2%
MCM
1437
Mattern Capital Management
Colorado
$814K +$121K +622 +15%
VCM
1438
Virtue Capital Management
Tennessee
$810K +$305K +1,572 +47%
BWG
1439
Boomfish Wealth Group
Georgia
$808K -$1.55K -8 -0.2%
AFP
1440
Ausdal Financial Partners
Iowa
$806K +$531K +2,733 +129%
HR
1441
Hardy Reed
Mississippi
$806K +$25.1K +129 +3%
SVWAG
1442
Sound View Wealth Advisors Group
Georgia
$805K +$43.9K +226 +5%
VIA
1443
Victrix Investment Advisors
Florida
$804K +$444K +2,285 +86%
Fulton Bank
1444
Fulton Bank
Pennsylvania
$802K -$83K -427 -8%
Valmark Advisers
1445
Valmark Advisers
Ohio
$801K -$114K -586 -11%
CSA
1446
Cornerstone Select Advisors
Missouri
$797K -$4.08K -21 -0.4%
SAM
1447
Sherman Asset Management
California
$795K – – –
Daymark Wealth Partners
1448
Daymark Wealth Partners
Ohio
$795K -$128K -661 -12%
BAM
1449
Byrne Asset Management
New Jersey
$790K -$48.4K -249 -5%
FFS
1450
Fortress Financial Solutions
Arizona
$786K +$62.4K +321 +7%