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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1651
JGP Wealth Management
Oregon
$1.01M -$61.1K -1,318 -6%
MAM
1652
Meeder Asset Management
Ohio
$1M +$324K +6,982 +54%
PP
1653
Patten & Patten
Tennessee
$1M -$23.7K -512 -2%
LAM
1654
Lewis Asset Management
California
$1M +$13.1K +283 +1%
WPP
1655
Whalerock Point Partners
Rhode Island
$1M -$54.7K -1,180 -6%
Yacktman Asset Management
1656
Yacktman Asset Management
Texas
$1M -$927K -20,000 -50%
Needham Investment Management
1657
Needham Investment Management
New York
$1M – – –
JC
1658
JBF Capital
Colorado
$1M +$927K +20,000 New
Advance Capital Management
1659
Advance Capital Management
Michigan
$997K +$12.6K +272 +1%
AW
1660
Alteri Wealth
California
$996K -$159K -3,430 -15%
Modera Wealth Management
1661
Modera Wealth Management
New Jersey
$996K +$46.9K +1,013 +5%
SIM
1662
Sterling Investment Management
Arizona
$996K -$18.1K -390 -2%
WIC
1663
Wilkins Investment Counsel
Massachusetts
$994K – – –
RCA
1664
Resonant Capital Advisors
Wisconsin
$994K +$184K +3,962 +25%
MSWM
1665
McGlone Suttner Wealth Management
Wisconsin
$992K +$75.2K +1,622 +9%
RPCONE
1666
Retirement Planning Company of New England
Rhode Island
$992K +$25.9K +559 +3%
IC
1667
Inscription Capital
Texas
$988K -$16.2K -349 -2%
MEAC
1668
M.E. Allison & Co
Texas
$988K +$32.4K +700 +4%
HR
1669
Howe & Rusling
New York
$988K -$48.3K -1,042 -5%
RFA
1670
Resurgent Financial Advisors
Georgia
$984K +$30.7K +663 +4%
DTL
1671
Dynamic Technology Lab
Singapore
$982K +$906K +19,552 New
AWAP
1672
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$981K +$118K +2,538 +15%
PMA
1673
Prudent Man Advisors
Illinois
$981K +$497K +10,726 +122%
HIA
1674
Harbor Investment Advisory
Maryland
$981K -$77.2K -1,665 -8%
CCT
1675
Chemung Canal Trust
New York
$979K -$105K -2,268 -10%