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Name Holding Trade Value Shares
Change
Change in
Stake
LFS
676
Legacy Financial Strategies
Kansas
$609K +$92.8K +626 +19%
SFSIG
677
San Francisco Sentry Investment Group
California
$603K +$79.3K +535 +16%
GAM
678
Gould Asset Management
California
$602K – – –
HPC
679
HM Payson & Co
Maine
$598K +$121K +814 +27%
SFS
680
Sowell Financial Services
Arkansas
$590K +$558K +3,764 New
WS
681
Wedbush Securities
California
$586K +$11.6K +78 +2%
MFAM
682
Motley Fool Asset Management
Virginia
$577K +$94.3K +636 +21%
VWM
683
Venturi Wealth Management
Texas
$575K +$7.41K +50 +1%
SSB
684
Sandy Spring Bank
Maryland
$572K +$14.8K +100 +3%
II
685
Inspire Investing
Idaho
$571K +$128K +862 +31%
SIC
686
SFE Investment Counsel
California
$560K +$48.6K +328 +10%
WI
687
Wintrust Investments
Illinois
$560K +$74.1K +500 +16%
CBN
688
Cadence Bank NA
Texas
$553K +$125K +842 +31%
CB
689
Chemical Bank
Michigan
$551K +$2.37K +16 +0.5%
TBNY
690
Trustco Bank (New York)
New York
$547K – – –
AWCI
691
Alpine Woods Capital Investors
New York
$533K – – –
BAM
692
Belpointe Asset Management
Nevada
$532K +$100K +676 +25%
ADMI
693
Albert D. Mason Inc
Massachusetts
$530K -$10.7K -72 -2%
LFAS
694
Level Four Advisory Services
Texas
$527K -$136K -916 -21%
DBG
695
De Burlo Group
Massachusetts
$525K – – –
NBG
696
Nancy B. Gardiner
$523K +$494K +3,335 New
RC
697
RBO & Co
California
$518K – – –
EFS
698
Essex Financial Services
Connecticut
$514K +$44.5K +300 +10%
GBA
699
Garrison Bradford & Associates
New York
$513K – – –
TCM
700
Tradition Capital Management
New Jersey
$510K – – –