Name Holding Trade Value Shares
Change
Change in
Stake
SI
1651
Saxon Interests
Texas
$836K -$10.2K -252 -1%
LIA
1652
Lynx Investment Advisory
District of Columbia
$836K -$7.91K -195 -0.9%
JPLA
1653
Joseph P. Lucia & Associates
New York
$834K -$105K -2,585 -11%
AFM
1654
Armstrong Fleming & Moore
District of Columbia
$833K -$7.79K -192 -0.9%
NIM
1655
Northeast Investment Management
Massachusetts
$831K -$186K -4,582 -18%
TAM
1656
Titleist Asset Management
Texas
$831K -$86.7K -2,138 -9%
IFWM
1657
Institute for Wealth Management
Colorado
$831K -$3.73K -92 -0.4%
GSB
1658
Greenfield Savings Bank
Massachusetts
$830K -$67.6K -1,666 -8%
MA
1659
MBA Advisors
Pennsylvania
$830K -$31.6K -778 -4%
RA
1660
Ransom Advisory
Rhode Island
$828K +$153K +3,760 +23%
MW
1661
MBL Wealth
North Carolina
$827K +$302K +7,453 +58%
Marshall Wace
1662
Marshall Wace
United Kingdom
$827K -$412K -10,160 -33%
OA
1663
Operose Advisors
Wisconsin
$826K +$16.5K +408 +2%
LOWM
1664
Laurel Oak Wealth Management
New Jersey
$824K +$821K +20,231 New
SIM
1665
Sterling Investment Management
Arizona
$824K -$933 -23 -0.1%
AIA
1666
AssuredPartners Investment Advisors
Florida
$821K +$330K +8,134 +68%
EFMC
1667
Empire Financial Management Company
New York
$820K – – –
DG
1668
DMC Group
Alabama
$818K +$58.9K +1,453 +8%
CIA
1669
Choate Investment Advisors
Massachusetts
$818K +$3.25K +80 +0.4%
PP
1670
PDS Planning
Ohio
$817K -$45.5K -1,123 -5%
RMDI
1671
R.M. Davis Inc
Maine
$816K -$89K -2,193 -10%
IC
1672
Inscription Capital
Texas
$816K -$90.6K -2,233 -10%
NIM
1673
Needham Investment Management
New York
$815K – – –
GLLW
1674
Graves Light Lenhart Wealth
Virginia
$811K -$35.7K -881 -4%
WIC
1675
Wilkins Investment Counsel
Massachusetts
$807K – – –