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Name Holding Trade Value Shares
Change 		Change in
Stake
UTC
2126
Unified Trust Company
Kentucky
$320K – – –
WCA
2127
Westover Capital Advisors
Delaware
$319K +$7.98K +66 +3%
MCM
2128
MV Capital Management
Maryland
$319K +$27.4K +227 +10%
VBFG
2129
Vishria Bird Financial Group
Tennessee
$318K +$7.25K +60 +2%
SNBOSD
2130
Security National Bank of So Dak
Iowa
$317K – – –
TIM
2131
Total Investment Management
Arizona
$316K +$726 +6 +0.2%
AWM
2132
Aevitas Wealth Management
Massachusetts
$315K -$37.2K -308 -11%
PFC
2133
Poplar Forest Capital
California
$315K – – –
SCA
2134
Stuart Chaussee & Associates
California
$315K – – –
VFP
2135
Verus Financial Partners
Virginia
$314K -$6.41K -53 -2%
GC
2136
Gibson Capital
Pennsylvania
$313K – – –
HCM
2137
Harvest Capital Management
New Hampshire
$312K -$3.14K -26 -1%
FNBOH
2138
First National Bank of Hutchinson
Kansas
$312K +$11.6K +96 +4%
HI
2139
Hendershot Investments
Virginia
$312K +$44.9K +371 +17%
FC
2140
FCA Corp
Texas
$311K – – –
USGIU
2141
U.S. Global Investors (USGI)
Texas
$311K +$302K +2,500 New
CIC
2142
Chase Investment Counsel
Virginia
$310K – – –
CCP
2143
Cardan Capital Partners
Colorado
$309K -$89.5K -740 -23%
PWAC
2144
Private Wealth Advisors (California)
California
$307K – – –
MC
2145
Matisse Capital
Oregon
$306K -$24.2K -200 -8%
CFG
2146
Cooper Financial Group
California
$306K +$298K +2,461 New
BFPW
2147
BOK Financial Private Wealth
Colorado
$305K +$97.3K +805 +49%
AIA
2148
Angeles Investment Advisors
California
$304K +$17.2K +142 +6%
LCAM
2149
London & Capital Asset Management
United Kingdom
$304K +$295K +2,440 New
WAM
2150
Wallington Asset Management
Indiana
$302K +$48.4K +400 +19%
84 85
86
87 88