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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1501
Simplicity Solutions
Minnesota
$493K -$1.68M -16,553 -78%
KSA
1502
Ken Stern & Associates
California
$490K -$7.5K -74 -2%
RGIA
1503
Rainier Group Investment Advisory
Washington
$484K -$15.4K -152 -3%
CFA
1504
Capstone Financial Advisors
Illinois
$484K -$11.9K -117 -2%
CL
1505
CIM LLC
New York
$481K -$208K -2,053 -31%
LBA
1506
Letko, Brosseau & Associates
Quebec, Canada
$480K
HA
1507
Harfst & Associates
Wyoming
$479K +$2.03K +20 +0.4%
SBSB
1508
Sullivan, Bruyette, Speros & Blaney
Virginia
$479K +$44.6K +440 +11%
BO
1509
BRR OpCo
Ohio
$478K +$8.21K +81 +2%
SIM
1510
SSI Investment Management
California
$476K +$69K +680 +18%
PIM
1511
Partner Investment Management
California
$474K -$802K -7,912 -64%
HTC
1512
Haverford Trust Company
Pennsylvania
$473K +$25.9K +255 +6%
FC
1513
Fayerweather Charles
$472K
NED
1514
Nancy E. Dempze
$470K -$40.6K -400 -8%
ITIM
1515
Indiana Trust & Investment Management
Indiana
$470K
BMM
1516
Buffington Mohr McNeal
Idaho
$466K +$2.33K +23 +0.5%
PWAG
1517
Polaris Wealth Advisory Group
California
$465K -$15.2K -150 -3%
TPW
1518
Tiller Private Wealth
Pennsylvania
$461K -$322K -3,173 -42%
CWM
1519
Cornerstone Wealth Management
Missouri
$461K +$13.6K +134 +3%
Capstone Investment Advisors
1520
Capstone Investment Advisors
New York
$459K +$443K +4,365 New
CIAS
1521
Capital Investment Advisory Services
North Carolina
$457K -$41K -404 -9%
BCM
1522
Bienville Capital Management
New York
$456K +$5.68K +56 +1%
QCG
1523
Quadrant Capital Group
Ohio
$454K +$27.5K +271 +6%
IPAM
1524
ICICI Prudential Asset Management
India
$453K -$91.3K -900 -17%
MIM
1525
Marco Investment Management
Georgia
$452K