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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
826
EPG Wealth Management
Georgia
$575K -$594K -2,077 Closed
OIM
827
Oder Investment Management
California
$573K
UCI
828
Uncommon Cents Investing
Wisconsin
$569K
BCM
829
Brookstone Capital Management
Illinois
$567K -$88.3K -309 -14%
CD
830
Chapin Davis
Maryland
$565K -$10.9K -38 -2%
JF
831
Joule Financial
Kentucky
$564K +$29.1K +102 +5%
EBWM
832
Eagle Bluffs Wealth Management
Missouri
$561K +$14.3K +50 +3%
TSWM
833
Triangle Securities Wealth Management
North Carolina
$559K
CBB
834
Citizens Business Bank
California
$557K +$144K +504 +33%
BP
835
Ballentine Partners
Massachusetts
$551K -$102K -356 -15%
TC
836
Truvestments Capital
Florida
$548K +$99.7K +349 +21%
NHC
837
Nicholas Hoffman & Company
Georgia
$548K -$4.57K -16 -0.8%
GP
838
Greenline Partners
New York
$545K +$572K +2,000 New
PMSA
839
Patrick M. Sweeney & Associates
Illinois
$542K
IAN
840
Integrated Advisors Network
Texas
$540K +$12.9K +45 +2%
APP
841
Avantax Planning Partners
Iowa
$539K +$1.14K +4 +0.2%
FCAS
842
First Command Advisory Services
Texas
$538K +$90.6K +317 +19%
FT
843
Fiduciary Trust
Massachusetts
$533K -$857 -3 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
844
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$532K +$549K +1,920 New
FCCM
845
First City Capital Management
Georgia
$531K -$17.7K -62 -3%
IFG
846
Independent Financial Group
California
$528K +$58.3K +204 +12%
WB
847
WesBanco Bank
West Virginia
$526K -$133K -467 -20%
EWA
848
EP Wealth Advisors
California
$520K +$10K +35 +2%
KIG
849
Kessler Investment Group
Indiana
$513K -$34.6K -121 -6%
TIA
850
Tiemann Investment Advisors
California
$513K -$28.6K -100 -5%