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Name Holding Trade Value Shares
Change
Change in
Stake
Affiance Financial
4051
Affiance Financial
Minnesota
$287K – – –
Greenfield Seitz Capital Management
4052
Greenfield Seitz Capital Management
Texas
$286K +$268K +835 New
Mengis Capital Management
4053
Mengis Capital Management
Oregon
$286K +$32.7K +102 +14%
Plante Moran Financial Advisors
4054
Plante Moran Financial Advisors
Michigan
$285K -$21.8K -68 -8%
Vermillion Wealth Management
4055
Vermillion Wealth Management
Minnesota
$284K -$37.6K -117 -12%
High Probability Advisors
4056
High Probability Advisors
New York
$284K -$10.6K -33 -4%
Fullerton Fund Management
4057
Fullerton Fund Management
Singapore
$283K -$35.6K -111 -12%
Dynamic Wealth Strategies
4058
Dynamic Wealth Strategies
California
$283K -$9.6K -30 -4%
Christensen King & Associates Investment Services
4059
Christensen King & Associates Investment Services
Washington
$283K – – –
Bellwether Advisors
4060
Bellwether Advisors
Nebraska
$283K – – –
Eclectic Associates
4061
Eclectic Associates
California
$282K -$25.7K -80 -9%
LAM
4062
Lountzis Asset Management
Pennsylvania
$281K – – –
Alley Investment Management Company
4063
Alley Investment Management Company
Illinois
$281K -$93.4K -291 -26%
Evolution Wealth Advisors
4064
Evolution Wealth Advisors
Florida
$281K -$16.4K -51 -6%
Ehrenkranz Partners
4065
Ehrenkranz Partners
New York
$281K -$47.5K -148 -15%
Valley National Advisers
4066
Valley National Advisers
Pennsylvania
$281K +$12.8K +40 +5%
ELCO Management
4067
ELCO Management
New York
$281K – – –
Phoenix Wealth Advisors
4068
Phoenix Wealth Advisors
North Carolina
$280K -$17.7K -55 -6%
Valtinson Bruner Financial Planning
4069
Valtinson Bruner Financial Planning
Minnesota
$280K -$4.82K -15 -2%
Proactive Wealth Strategies
4070
Proactive Wealth Strategies
Georgia
$280K +$12.2K +38 +5%
Advance Capital Management
4071
Advance Capital Management
Michigan
$279K +$22.2K +69 +9%
Trinity Financial Advisors
4072
Trinity Financial Advisors
Ohio
$279K -$15.7K -49 -6%
DW
4073
Durante & Waters
New York
$279K – – –
Leslie Global Wealth
4074
Leslie Global Wealth
Illinois
$279K +$17.7K +55 +7%
LFP
4075
Lakeshore Financial Planning
Michigan
$278K – – –