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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1001
Wolverine Asset Management
Illinois
$2.43M +$2.57M +60,873 New
SNPAM
1002
St. Nicholas Private Asset Management
Florida
$2.43M +$2.57M +60,854 New
CNBT
1003
Canandaigua National Bank & Trust
New York
$2.43M -$82.4K -1,954 -3%
BEAM
1004
Baker Ellis Asset Management
Washington
$2.42M -$506K -12,000 -17%
SW
1005
SkyOak Wealth
Michigan
$2.41M -$594K -14,083 -19%
NCM
1006
Nelson Capital Management
California
$2.4M -$24.5K -580 -1%
GI
1007
GAMMA Investing
California
$2.39M +$43.7K +1,037 +2%
WAOTB
1008
Wealth Advisors of Tampa Bay
Florida
$2.39M -$1.37M -32,483 -35%
MKC
1009
M. Kraus & Co
Vermont
$2.38M -$64.5K -1,528 -2%
CIA
1010
Cladis Investment Advisory
Montana
$2.38M -$48.4K -1,147 -2%
FHA
1011
Flagship Harbor Advisors
Massachusetts
$2.38M -$81.5K -1,931 -3%
BPWM
1012
Badgley Phelps Wealth Managers
Washington
$2.38M -$9.94M -235,697 -80%
CPIA
1013
Cornell Pochily Investment Advisors
New York
$2.37M +$46.8K +1,110 +2%
AWC
1014
Abundance Wealth Counselors
Pennsylvania
$2.37M -$169K -4,001 -6%
RCA
1015
Ranch Capital Advisors
Florida
$2.37M -$259K -6,145 -9%
HAM
1016
Hedges Asset Management
Nevada
$2.37M +$50.6K +1,200 +2%
PCM
1017
Princeton Capital Management
New Jersey
$2.36M -$35.7K -847 -1%
CWS
1018
Confluence Wealth Services
Pennsylvania
$2.36M -$172K -4,086 -6%
PK
1019
Pflug Koory
Nebraska
$2.36M -$8.44K -200 -0.3%
SG
1020
StoneX Group
New York
$2.36M +$388K +9,197 +18%
KOC
1021
Koss-Olinger Consulting
Florida
$2.36M -$515K -12,198 -17%
FCMA
1022
Foresight Capital Management Advisors
Michigan
$2.35M +$255K +6,051 +11%
IF
1023
Intrua Financial
Texas
$2.35M -$467K -11,078 -16%
CVM
1024
Cheviot Value Management
California
$2.35M -$208K -4,941 -8%
PCP
1025
Perbak Capital Partners
United Kingdom
$2.34M -$390K -9,254 -14%