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Name Holding Trade Value Shares
Change
Change in
Stake
1WM
2176
1900 Wealth Management
Texas
$338K -$50.4K -444 -12%
IF
2177
Ironwood Financial
Arizona
$338K
CPA
2178
Cardiff Park Advisors
California
$338K +$8.86K +78 +3%
CSA
2179
Cottage Street Advisors
Massachusetts
$337K
SOAMC
2180
Spirit of America Management Corp
New York
$337K
PCA
2181
Peddock Capital Advisors
Massachusetts
$334K
CIG
2182
Cairn Investment Group
Washington
$334K +$349K +3,076 New
SAM
2183
Strategy Asset Managers
California
$333K -$190K -1,674 -35%
GCAC
2184
Guardian Capital Advisors (Canada)
Ontario, Canada
$333K -$28.4K -250 -7%
B
2185
Bellecapital
Switzerland
$333K
EVC
2186
Eidelman Virant Capital
Missouri
$332K -$22.7K -200 -6%
CA
2187
CGN Advisors
Kansas
$332K -$2.27K -20 -0.7%
SAA
2188
Southeast Asset Advisors
Georgia
$331K -$21.6K -190 -6%
AA
2189
Aufman Associates
Pennsylvania
$331K
PAS
2190
Professional Advisory Services
Florida
$331K
LWM
2191
Liberty Wealth Management
California
$329K +$795 +7 +0.2%
VAG
2192
VisionPoint Advisory Group
Texas
$329K +$338K +2,978 New
AAMC
2193
Asset Allocation & Management Company
Illinois
$328K -$515K -4,533 -60%
EIA
2194
Edgemoor Investment Advisors
Maryland
$328K -$114K -1,006 -25%
SGK
2195
Steigerwald Gordon & Koch
Virginia
$328K -$7.04K -62 -2%
BAM
2196
Beaumont Asset Management
Texas
$328K
GEA
2197
Glen Eagle Advisors
New Jersey
$327K +$17.5K +154 +5%
RCG
2198
Regatta Capital Group
California
$325K -$197K -1,732 -37%
PGA
2199
Portland Global Advisors
Maine
$324K -$156K -1,370 -31%
SIA
2200
SeaBridge Investment Advisors
New Jersey
$323K -$15.8K -139 -4%