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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1801
Apriem Advisors
California
$1.01M +$17.8K +311 +2%
LSAG
1802
Lake Street Advisors Group
New Hampshire
$1M -$117K -2,030 -10%
SXL
1803
Summit X LLC
Missouri
$1M -$37.2K -649 -4%
MSFP
1804
Mark Sheptoff Financial Planning
Connecticut
$1M +$7.58K +132 +0.7%
OPW
1805
Oxler Private Wealth
New York
$1M +$231K +4,031 +29%
LC
1806
LCNB Corp
Ohio
$1M +$4.71K +82 +0.5%
KIC
1807
Kensington Investment Counsel
California
$1M +$6.49K +113 +0.6%
FNBOSM
1808
First National Bank of South Miami
Florida
$999K -$115 -2 -0%
RAM
1809
Redmond Asset Management
Virginia
$999K +$40.2K +701 +4%
MWM
1810
Maltin Wealth Management
New Jersey
$997K -$587K -10,232 -37%
LIA
1811
LS Investment Advisors
Michigan
$995K -$6.52M -113,546 -86%
KFGK
1812
Keystone Financial Group (Kentucky)
Kentucky
$995K +$82.2K +1,432 +9%
OPA
1813
Old Port Advisors
Maine
$994K -$168K -2,931 -14%
ROTUOC
1814
Regents of the University of California
California
$994K
PWM
1815
Purus Wealth Management
California
$993K -$54.6K -951 -5%
PCM
1816
Perkins Capital Management
Minnesota
$993K
BFA
1817
Beacon Financial Advisory
Ohio
$993K +$44.6K +777 +5%
DMK
1818
David M. Knott
$992K
SB
1819
Sunflower Bank
Texas
$991K +$2.41K +42 +0.2%
AIM
1820
Avity Investment Management
Connecticut
$987K -$55.5K -967 -5%
SDWIA
1821
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$987K +$125K +2,178 +14%
ESB
1822
Essex Savings Bank
Connecticut
$984K -$20.5K -357 -2%
FA
1823
Financial Advisors
Massachusetts
$984K +$402 +7 +0%
FSCM
1824
Front Street Capital Management
Montana
$981K -$7.63K -133 -0.8%
HVP
1825
Hudson Value Partners
Florida
$979K +$21.1K +368 +2%