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Name Holding Trade Value Shares
Change
Change in
Stake
EA
1701
Elm Advisors
California
$414K -$70.3K -1,467 -16%
QAM
1702
QCI Asset Management
New York
$414K +$2.2K +46 +0.6%
WPC
1703
Waters Parkerson & Co
Louisiana
$414K +$379K +7,902 New
MPW
1704
Monterey Private Wealth
California
$413K +$2.44K +51 +0.7%
CYG
1705
Clean Yield Group
Vermont
$410K +$7.19K +150 +2%
CT
1706
Clearstead Trust
Maine
$409K
RIA
1707
Realta Investment Advisors
Delaware
$409K +$11K +230 +3%
TFS
1708
Thoroughbred Financial Services
Tennessee
$408K +$39.5K +824 +12%
GSC
1709
Ground Swell Capital
South Carolina
$408K +$373K +7,789 New
FA
1710
Faithward Advisors
Pennsylvania
$403K
TYCC
1711
Texas Yale Capital Corp
Florida
$401K
V
1712
VeraBank
Texas
$401K
ATI
1713
Act Two Investors
California
$400K +$366K +7,640 New
ICP
1714
Interchange Capital Partners
Pennsylvania
$400K +$367K +7,652 New
CAI
1715
Capital Advisors Inc
Oklahoma
$397K -$130K -2,718 -26%
TIM
1716
Tortoise Investment Management
New York
$397K +$21.3K +444 +6%
PL
1717
Parthenon LLC
Kentucky
$396K
VST
1718
Van Strum & Towne
California
$394K -$18.9K -394 -5%
SAM
1719
Secure Asset Management
Michigan
$391K +$3.59K +75 +1%
MBT
1720
Montecito Bank & Trust
California
$391K +$21.2K +443 +6%
TCPWM
1721
Traverso Chambers Private Wealth Management
California
$390K
CPC
1722
Congress Park Capital
New York
$388K
FM
1723
Foster & Motley
Ohio
$386K +$58.9K +1,230 +20%
FP
1724
Financial Perspectives
Minnesota
$386K +$11.7K +245 +3%
MCP
1725
Mirador Capital Partners
California
$384K +$22.4K +467 +7%