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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1426
Vigilant Capital Management
Maine
$729K -$98.4K -400 -12%
JAG
1427
Journey Advisory Group
Kentucky
$729K +$154K +624 +26%
PWPS
1428
Pinnacle Wealth Planning Services
Ohio
$722K -$23.9K -97 -3%
BWCS
1429
Beirne Wealth Consulting Services
Connecticut
$722K
LA
1430
Legacy Advisors
Pennsylvania
$721K +$4.43K +18 +0.6%
IIC
1431
Integrated Investment Consultants
Michigan
$720K +$2.71K +11 +0.4%
ATIA
1432
American Trust Investment Advisors
New Hampshire
$719K +$35.7K +145 +5%
OIM
1433
Oder Investment Management
California
$716K +$3.69K +15 +0.5%
HI
1434
Humankind Investments
New York
$716K +$266K +1,083 +58%
SOAMC
1435
Spirit of America Management Corp
New York
$707K -$73.8K -300 -9%
FCCM
1436
First City Capital Management
Georgia
$707K -$492 -2 -0.1%
VIM
1437
Vista Investment Management
Pennsylvania
$705K +$1.97K +8 +0.3%
WPA
1438
West Paces Advisors
Georgia
$703K -$11.1K -45 -2%
GFS
1439
GYL Financial Synergies
Connecticut
$702K +$246 +1 +0%
FAIM
1440
Financial Advocates Investment Management
Washington
$702K +$42.6K +173 +6%
NCM
1441
Northwest Capital Management
Oregon
$699K
KOC
1442
Koss-Olinger Consulting
Florida
$699K +$27.3K +111 +4%
CCM
1443
Cullen Capital Management
New York
$697K
AF
1444
Allworth Financial
California
$696K -$41.6K -169 -6%
ACM
1445
Ayrshire Capital Management
Connecticut
$696K +$18.4K +75 +3%
KFA
1446
Kelleher Financial Advisors
New York
$694K +$1.23K +5 +0.2%
ZIC
1447
ZWJ Investment Counsel
Georgia
$693K -$29.5K -120 -4%
DA
1448
Dillon & Associates
Michigan
$691K
DAM
1449
Doheny Asset Management
California
$689K -$143K -580 -17%
PCMC
1450
Paragon Capital Management (Colorado)
Colorado
$687K