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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1751
Waverly Advisors
Alabama
$123K -$356K -7,271 -73%
WA
1752
Winfield Associates
Ohio
$112K -$29.4K -600 -20%
PCTC
1753
Perkins Coie Trust Company
Washington
$112K
PHK
1754
Point72 Hong Kong
Hong Kong
$110K +$115K +2,341 New
LWA
1755
Lowe Wealth Advisors
Maryland
$108K +$113K +2,304 New
IPC
1756
Independent Portfolio Consultants
Florida
$104K -$5.28K -108 -5%
DOA
1757
D'Orazio & Associates
Virginia
$101K
PFG
1758
Piershale Financial Group
Illinois
$96K
SFPIA
1759
Stevens First Principles Investment Advisors
California
$94K
SMG
1760
Spectrum Management Group
Indiana
$81K +$14.7K +300 +21%
RCG
1761
Ruggie Capital Group
Florida
$75K +$78.3K +1,601 New
SC
1762
Saturna Capital
Washington
$73K -$3.22M -65,750 -98%
HRC
1763
Hoertkorn Richard Charles
$68K
MCM
1764
MV Capital Management
Maryland
$68K +$71.4K +1,460 New
DMK
1765
David M. Knott
$65.5K
MUMSS
1766
Mitsubishi UFJ Morgan Stanley Securities
Japan
$65K
EMA
1767
Efficient Market Advisors
California
$56K -$53.9K -1,101 -48%
CFA
1768
Camarda Financial Advisors
Florida
$56K +$58.6K +1,198 New
TIM
1769
Tortoise Investment Management
New York
$53K +$16.8K +344 +43%
LWA
1770
Lenox Wealth Advisors
New York
$52K +$4.16K +85 +8%
TFO
1771
Tarbox Family Office
California
$50K -$12.5K -255 -19%
LWM
1772
Lenox Wealth Management
Ohio
$48K +$24.3K +497 +100%
OCM
1773
Orrell Capital Management
California
$47K
FBT
1774
Founders Bank & Trust
Michigan
$44K
AWM
1775
Avior Wealth Management
Nebraska
$43K +$147 +3 +0.3%