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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1701
Highland Private Wealth Management
Washington
$378K +$10.6K +96 +3%
AWM
1702
Aevitas Wealth Management
Massachusetts
$377K +$365K +3,303 New
TIA
1703
Tiemann Investment Advisors
California
$376K -$66.3K -600 -15%
NI
1704
Numeric Investors
Massachusetts
$376K +$364K +3,300 New
BCM
1705
Brasada Capital Management
Texas
$376K +$365K +3,301 New
CCB
1706
Cutter & Co Brokerage
Missouri
$373K +$3.98K +36 +1%
BFA
1707
Bragg Financial Advisors
North Carolina
$371K -$1.55K -14 -0.4%
SLT
1708
St Louis Trust
Missouri
$369K +$358K +3,238 New
BC
1709
Bartlett & Co
Ohio
$368K -$5.3K -48 -1%
DIP
1710
DT Investment Partners
Pennsylvania
$368K +$11K +100 +3%
BBA
1711
Braun-Bostich & Associates
Pennsylvania
$368K +$356K +3,225 New
PA
1712
Probity Advisors
Texas
$367K +$1.66K +15 +0.5%
SRIM
1713
Saratoga Research & Investment Management
California
$366K +$355K +3,213 New
MIM
1714
Marco Investment Management
Georgia
$364K -$121K -1,100 -26%
Kovitz Investment Group Partners
1715
Kovitz Investment Group Partners
Illinois
$364K -$63.1K -571 -15%
BB
1716
Bell Bank
North Dakota
$363K +$44.3K +401 +14%
BOS
1717
Bingham Osborn & Scarborough
California
$362K +$76.4K +692 +28%
PGWM
1718
Parisi Gray Wealth Management
New Jersey
$362K +$349K +3,160 New
UWM
1719
USAdvisors Wealth Management
Minnesota
$362K +$350K +3,172 New
DWM
1720
Destination Wealth Management
California
$361K +$29.6K +268 +9%
AF
1721
Advisornet Financial
Minnesota
$361K +$350K +3,170 New
CCM
1722
Conatus Capital Management
Connecticut
$359K
SGK
1723
Steigerwald Gordon & Koch
Virginia
$357K +$55.2K +500 +19%
ACM
1724
AlphaStar Capital Management
North Carolina
$355K -$440K -3,985 -56%
NCM
1725
Nelson Capital Management
California
$355K +$1.55K +14 +0.5%