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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1951
Vision Capital Management
Oregon
$498K -$13.2K -109 -3%
SCP
1952
Shorepoint Capital Partners
Massachusetts
$498K
TA
1953
Trellis Advisors
Washington
$495K +$1.58K +13 +0.3%
GKWIM
1954
Gerber Kawasaki Wealth & Investment Management
California
$491K +$211K +1,736 +72%
RFN
1955
RDA Financial Network
Iowa
$490K +$16K +132 +3%
SC
1956
Saturna Capital
Washington
$489K
WCM
1957
Wisconsin Capital Management
Wisconsin
$489K +$97.2K +800 +24%
BONST
1958
Bank of Nova Scotia Trust
Ontario, Canada
$488K -$110K -902 -18%
BCA
1959
Bray Capital Advisors
Florida
$487K -$24.9K -205 -5%
WKWM
1960
Walter & Keenan Wealth Management
Indiana
$487K +$55.3K +455 +12%
SCM
1961
Southport Capital Management
Tennessee
$485K +$171K +1,410 +53%
NPF
1962
Norris Perne & French
Michigan
$484K +$9.96K +82 +2%
PAM
1963
Peak Asset Management
Colorado
$482K
LFA
1964
Legacy Financial Advisors
Kentucky
$480K +$4.62K +38 +0.9%
VWM
1965
Venturi Wealth Management
Texas
$479K -$594K -4,894 -55%
JHCP
1966
Jackson Hole Capital Partners
Oklahoma
$479K
SIG
1967
Schaller Investment Group
North Carolina
$478K
SC
1968
SRB Corp
Massachusetts
$477K
BAM
1969
Bruderman Asset Management
New York
$474K -$110K -906 -19%
GC
1970
Gruss & Co
Florida
$474K
NIM
1971
Needham Investment Management
New York
$474K
NJBEST
1972
New Jersey Better Educational Savings Trust
New Jersey
$474K
PAS
1973
Professional Advisory Services
Florida
$474K
LPIC
1974
LeJeune Puetz Investment Counsel
Michigan
$470K
CCB
1975
Cutter & Co Brokerage
Missouri
$469K +$729 +6 +0.2%