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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
901
Patton Fund Management
Texas
$3.76M -$744K -2,532 -17%
VCM
902
Violich Capital Management
California
$3.76M
ABLA
903
Alan B. Lancz & Associates
Ohio
$3.76M +$3.53M +12,030 New
BCM
904
Bayesian Capital Management
New York
$3.76M +$1.38M +4,700 +64%
BO
905
Bank OZK
Arkansas
$3.74M +$52.3K +178 +2%
BFG
906
Beacon Financial Group
Texas
$3.73M -$115K -391 -3%
MWM
907
Mission Wealth Management
California
$3.71M -$234K -795 -6%
VHAM
908
Van Hulzen Asset Management
California
$3.71M -$558K -1,899 -14%
SHFA
909
SS&H Financial Advisors
Michigan
$3.7M +$397K +1,350 +13%
DAS
910
Diversify Advisory Services
Utah
$3.69M +$27.9K +95 +0.8%
EAM
911
Exome Asset Management
New York
$3.69M +$3.47M +11,800 New
WA
912
Wealth Alliance
New York
$3.68M +$508K +1,728 +17%
VIA
913
Vickerman Investment Advisors
Washington
$3.68M -$31.7K -108 -0.9%
RG
914
Rathbones Group
United Kingdom
$3.68M +$603K +2,054 +21%
FSA
915
Financial Sense Advisors
California
$3.68M +$37.3K +127 +1%
BP
916
Ballentine Partners
Massachusetts
$3.64M +$101K +345 +3%
IWM
917
IHT Wealth Management
Illinois
$3.61M +$38.8K +132 +1%
EF
918
Exeter Financial
Arizona
$3.58M -$178K -606 -5%
WDA
919
Wendell David Associates
New Hampshire
$3.57M -$7.34K -25 -0.2%
CTI
920
Community Trust & Investment
Kentucky
$3.56M -$228K -776 -6%
SW
921
StrongBox Wealth
Missouri
$3.56M +$1.41M +4,802 +73%
GI
922
GS Investments
Minnesota
$3.56M -$10.6K -36 -0.3%
ILI
923
Invesco LLC (Illinois)
Illinois
$3.56M
HCA
924
Harbor Capital Advisors
Illinois
$3.55M +$6.46K +22 +0.2%
PWMAG
925
Pinnacle Wealth Management Advisory Group
New Jersey
$3.55M -$558K -1,898 -14%