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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1451
Radnor Capital Management
Pennsylvania
$342K – – –
HI
1452
Hudock Inc
Pennsylvania
$342K +$3.36K +19 +1%
WCF
1453
West Coast Financial
California
$341K -$74.7K -422 -18%
FMW
1454
Farr Miller & Washington
District of Columbia
$341K – – –
TL
1455
TrueWealth LLC
Georgia
$341K +$347K +1,962 New
FNBOH
1456
First National Bank of Hutchinson
Kansas
$340K +$346K +1,957 New
PLFAM
1457
Pineno Levin & Ford Asset Management
Virginia
$339K – – –
PHAM
1458
Palisades Hudson Asset Management
Florida
$338K – – –
WLIM
1459
White Lighthouse Investment Management
Massachusetts
$338K +$344K +1,945 New
SG
1460
StoneX Group
New York
$334K -$1.95K -11 -0.6%
NCM
1461
Northwest Capital Management
Oregon
$334K +$340K +1,923 New
RIG
1462
Roosevelt Investment Group
New York
$331K – – –
TWM
1463
Torch Wealth Management
Ohio
$330K – – –
HPWM
1464
Highland Private Wealth Management
Washington
$327K +$30.8K +174 +10%
ICM
1465
IMS Capital Management
Oregon
$327K +$37K +209 +12%
PFBT
1466
Parkside Financial Bank & Trust
Missouri
$326K +$43.7K +247 +15%
CC
1467
Capital Counsel
New York
$324K – – –
VCP
1468
Vista Capital Partners
Oregon
$321K – – –
MMA
1469
Miracle Mile Advisors
California
$319K -$16.8K -95 -5%
VNA
1470
VNBTrust National Association
Virginia
$319K -$708 -4 -0.2%
EAM
1471
Evanson Asset Management
California
$318K +$61.1K +345 +23%
PHS
1472
Pekin Hardy Strauss
Illinois
$317K – – –
EIA
1473
Edgemoor Investment Advisors
Maryland
$316K +$301K +1,703 New
BFO
1474
Biltmore Family Office
North Carolina
$316K +$322K +1,817 New
AF
1475
Allworth Financial
California
$315K -$57K -322 -15%