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Name Holding Trade Value Shares
Change
Change in
Stake
CC
976
Callan Capital
California
$582K -$38K -209 -5%
ANRIA
977
American National Registered Investment Advisor
Texas
$581K -$2.18K -12 -0.3%
DI
978
Diligent Investors
California
$573K
LHC
979
Little House Capital
Massachusetts
$573K +$704K +3,868 New
BAS
980
Brown Advisory Securities
Maryland
$570K -$3.45M -18,963 -83%
VWA
981
V Wealth Advisors
Kansas
$569K -$29.5K -162 -4%
DFG
982
Demars Financial Group
Washington
$569K +$520K +2,860 +290%
VWM
983
Venturi Wealth Management
Texas
$566K -$140K -768 -17%
PCA
984
Pallas Capital Advisors
Massachusetts
$562K -$622K -3,417 -50%
AT
985
Arden Trust
Delaware
$560K +$28.6K +157 +4%
Vanguard Personalized Indexing Management
986
Vanguard Personalized Indexing Management
California
$559K -$134K -734 -16%
KPCM
987
Kings Point Capital Management
New York
$556K -$10.4M -57,158 -94%
PCA
988
Personal Capital Advisors
California
$553K +$20.7K +114 +3%
MCM
989
Mengis Capital Management
Oregon
$550K -$58K -319 -8%
BJL
990
Brighton Jones LLC
Washington
$549K -$107K -587 -14%
SC
991
Slow Capital
California
$549K +$675K +3,708 New
MPCG
992
Matrix Private Capital Group
New York
$548K -$239K -1,315 -26%
AP
993
Americana Partners
Texas
$548K +$193K +1,063 +40%
SSWM
994
Sheets Smith Wealth Management
North Carolina
$545K -$211K -1,160 -24%
MFA
995
Mayflower Financial Advisors
Massachusetts
$544K -$140K -769 -20%
MGIA
996
Moneta Group Investment Advisors
Missouri
$540K -$10.4K -57 -2%
MA
997
Modus Advisors
Minnesota
$536K -$1.22M -6,698 -65%
BWP
998
Baldwin Wealth Partners
Massachusetts
$535K +$13.3K +73 +2%
CWP
999
Capital Wealth Planning
Florida
$533K +$491K +2,700 +300%
HCM
1000
Hodges Capital Management
Texas
$533K +$655K +3,600 New