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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1726
BigSur Wealth Management
Florida
$1.02M +$476K +6,000 +100%
LIC
1727
Lodestar Investment Counsel
Illinois
$1.01M -$66.7K -840 -7%
SCM
1728
Southport Capital Management
Tennessee
$1.01M +$27K +340 +3%
TF
1729
TLWM Financial
Texas
$1.01M +$449K +5,660 +89%
PIM
1730
Penobscot Investment Management
Massachusetts
$1M
FCAG
1731
First Capital Advisors Group
New Jersey
$991K -$3.17K -40 -0.3%
BCM
1732
Brasada Capital Management
Texas
$986K +$108K +1,360 +13%
MCM
1733
Marathon Capital Management
Maryland
$984K -$14.3K -180 -2%
VCM
1734
Violich Capital Management
California
$984K +$23.8K +300 +3%
CAM
1735
Crestone Asset Management
Colorado
$982K
AIM
1736
Advantage Investment Management
Iowa
$981K -$1.45M -18,260 -61%
SIAS
1737
Shine Investment Advisory Services
Colorado
$981K +$15.9K +200 +2%
CIAS
1738
Capital Investment Advisory Services
North Carolina
$974K +$33.3K +420 +4%
BWA
1739
BDO Wealth Advisors
Florida
$974K +$149K +1,880 +20%
CPSAC
1740
Chas P. Smith & Associates (CPS)
Florida
$969K +$81K +1,020 +10%
CCM
1741
Catawba Capital Management
Virginia
$969K +$341K +4,300 +61%
DBRC
1742
D.B. Root & Company
Pennsylvania
$967K +$330K +4,160 +58%
GIM
1743
Grassi Investment Management
California
$964K +$15.9K +200 +2%
S
1744
SimplyRich
California
$959K
MIM
1745
Marco Investment Management
Georgia
$954K -$394K -4,960 -31%
FVCM
1746
F&V Capital Management
Florida
$954K -$9.53K -120 -1%
MAM
1747
Majedie Asset Management
United Kingdom
$954K
FLI
1748
Family Legacy Inc
South Carolina
$952K +$44.4K +560 +5%
CCMG
1749
Clark Capital Management Group
Pennsylvania
$952K +$71.4K +900 +9%
AR
1750
Advisory Research
Illinois
$950K +$28.6K +360 +3%