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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
3376
Sunbeam Capital Management
Georgia
$659K +$27K +84 +5%
Ipsen Advisor Group
3377
Ipsen Advisor Group
Arkansas
$657K +$1.28K +4 +0.2%
Maple Capital Management
3378
Maple Capital Management
Vermont
$656K -$62.9K -196 -9%
Mowery & Schoenfeld Wealth Management
3379
Mowery & Schoenfeld Wealth Management
Illinois
$656K – – –
Permanent Capital Management
3380
Permanent Capital Management
Illinois
$656K -$123K -383 -17%
Haven Private
3381
Haven Private
Florida
$656K -$33.4K -104 -5%
Volterra Technologies
3382
Volterra Technologies
New York
$656K +$614K +1,912 New
Defined Wealth Management
3383
Defined Wealth Management
Oregon
$655K +$82.8K +258 +16%
Heartland Advisors
3384
Heartland Advisors
Wisconsin
$654K – – –
Hoxton Planning & Management
3385
Hoxton Planning & Management
West Virginia
$654K +$11.2K +35 +2%
Wellington-Altus USA
3386
Wellington-Altus USA
Manitoba, Canada
$653K -$3.21K -10 -0.5%
EFL
3387
ERn Financial LLC
Wisconsin
$652K +$187K +581 +44%
Heck Capital Advisors
3388
Heck Capital Advisors
Wisconsin
$652K +$3.85K +12 +0.6%
Kingsman Wealth Management
3389
Kingsman Wealth Management
Florida
$652K -$89.9K -280 -13%
NovaPoint Capital
3390
NovaPoint Capital
Georgia
$651K +$610K +1,899 New
Pennington Partners & Co
3391
Pennington Partners & Co
Maryland
$651K +$63.2K +197 +12%
Hudock Inc
3392
Hudock Inc
Pennsylvania
$649K +$3.85K +12 +0.6%
PIM
3393
Pullen Investment Management
Florida
$649K +$3.85K +12 +0.6%
Abacus Planning Group
3394
Abacus Planning Group
South Carolina
$649K +$29.9K +93 +5%
Rice Partnership
3395
Rice Partnership
Hawaii
$648K -$3.21K -10 -0.5%
University of Texas/Texas AM Investment Management Co (UTIMCO)
3396
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$646K +$374K +1,164 +162%
LeConte Wealth Management
3397
LeConte Wealth Management
Tennessee
$646K +$92.5K +288 +18%
Clifford Group
3398
Clifford Group
Massachusetts
$644K -$1.6K -5 -0.3%
Birch Financial Group
3399
Birch Financial Group
New Hampshire
$643K -$341K -1,061 -36%
Quad-Cities Investment Group
3400
Quad-Cities Investment Group
Iowa
$643K +$321 +1 +0.1%