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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1301
Blume Capital Management
California
$29K – – –
FC
1302
Ferris Capital
Massachusetts
$29K – – –
LWM
1303
Lenox Wealth Management
Ohio
$28K -$801K -4,524 -96%
EARNEST Partners
1304
EARNEST Partners
Georgia
$28K – – –
TCOV
1305
Trust Company of Vermont
Vermont
$27K +$7.96K +45 +38%
ANBT
1306
American National Bank & Trust
Texas
$26K -$113K -636 -80%
RFM
1307
Royal Fund Management
Florida
$26K -$69K -390 -71%
KL
1308
KWMG LLC
Kansas
$26K -$30.3K -171 -52%
FMP
1309
Financial Management Professionals
Texas
$25K – – –
SIA
1310
SeaBridge Investment Advisors
New Jersey
$25K +$26.9K +152 New
JA
1311
JOYN Advisors
Georgia
$23K +$885 +5 +4%
HWM
1312
Holloway Wealth Management
Florida
$22K – – –
IBOK
1313
Independence Bank of Kentucky
Kentucky
$21K +$4.42K +25 +25%
PO
1314
Private Ocean
California
$21K +$9.91K +56 +80%
HI
1315
Harrington Investments
California
$19K – – –
SAM
1316
Shamrock Asset Management
Texas
$19K – – –
HFM
1317
Hartford Financial Management
Connecticut
$17K -$39.8K -225 -68%
LFA
1318
Legacy Financial Advisors
Kentucky
$17K -$5.31K -30 -22%
ACS
1319
Archford Capital Strategies
Illinois
$17K – – –
IGGA
1320
Iron Gate Global Advisors
Utah
$17K +$2.3K +13 +13%
AAIM
1321
Asset Advisors Investment Management
Georgia
$17K +$18.8K +106 New
AAP
1322
Arax Advisory Partners
Colorado
$16K -$73.8K -417 -81%
CT
1323
Clearstead Trust
Maine
$16K -$17.3K -98 -51%
PG
1324
Patten Group
Tennessee
$16K – – –
PCTC
1325
Perkins Coie Trust Company
Washington
$16K – – –