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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1051
MidWestOne Financial Group
Iowa
$2.24M -$14.4K -333 -0.6%
WA
1052
Wambolt & Associates
Colorado
$2.24M -$86.2K -1,990 -4%
I
1053
InvesTrust
Oklahoma
$2.23M -$4.28M -98,770 -66%
NRS
1054
Neville Rodie & Shaw
New York
$2.22M -$90.9K -2,100 -4%
KMWM
1055
Keudell/Morrison Wealth Management
Oregon
$2.21M +$136K +3,143 +7%
MWM
1056
Mission Wealth Management
California
$2.21M +$29.6K +684 +1%
YAM
1057
Yacktman Asset Management
Texas
$2.21M -$43.3K -1,000 -2%
ICM
1058
IMS Capital Management
Oregon
$2.2M +$2.99K +69 +0.1%
TPA
1059
Trivium Point Advisory
Connecticut
$2.2M +$532K +12,285 +32%
GF
1060
Gries Financial
Ohio
$2.19M +$37.6K +868 +2%
First Manhattan
1061
First Manhattan
New York
$2.18M -$109K -2,527 -5%
DW30
1062
Drucker Wealth 3.0
New Jersey
$2.18M -$187K -4,326 -8%
CCFM
1063
Clear Creek Financial Management
Washington
$2.17M +$256K +5,906 +13%
HC
1064
Hourglass Capital
Texas
$2.17M +$66.7K +1,540 +3%
UAG
1065
United Advisor Group
Ohio
$2.17M +$40.7K +940 +2%
QI
1066
Qtron Investments
Massachusetts
$2.17M
WC
1067
Woodstock Corp
Massachusetts
$2.17M -$7.97K -184 -0.4%
SEP
1068
Southland Equity Partners
Missouri
$2.17M -$29.1K -673 -1%
LIM
1069
Leavell Investment Management
Alabama
$2.17M +$76.2K +1,759 +4%
HC
1070
Henshaw Capital
Massachusetts
$2.16M
CBA
1071
Coastal Bridge Advisors
Connecticut
$2.16M +$101K +2,338 +5%
LA
1072
LVW Advisors
New York
$2.16M +$348K +8,028 +19%
GS
1073
GWN Securities
Florida
$2.15M -$10.7M -246,805 -83%
B
1074
Bellecapital
Switzerland
$2.15M +$322K +7,435 +18%
AC
1075
Arjuna Capital
North Carolina
$2.15M -$102K -2,365 -5%