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Name Holding Trade Value Shares
Change
Change in
Stake
IC
1126
Intersect Capital
California
$220K +$212K +1,016 New
CIC
1127
Cornercap Investment Counsel
Georgia
$220K +$238K +1,138 New
CCA
1128
Cobblestone Capital Advisors
New York
$219K – – –
SIC
1129
SFE Investment Counsel
California
$219K +$212K +1,014 New
VC
1130
Vicus Capital
Pennsylvania
$219K +$212K +1,014 New
FWCM
1131
Ferguson Wellman Capital Management
Oregon
$218K – – –
GA
1132
Geller Advisors
New York
$218K +$161K +769 New
3F
1133
360 Financial
Minnesota
$217K +$209K +1,001 New
AC
1134
Asio Capital
Kentucky
$216K – – –
LCM
1135
Leisure Capital Management
California
$216K – – –
GTAM
1136
Global Trust Asset Management
Florida
$216K +$5.22K +25 +3%
PC
1137
Permanens Capital
New York
$216K +$146K +700 +233%
JBA
1138
Johnson Bixby & Associates
Washington
$216K +$209K +1,000 New
RCM
1139
RNC Capital Management
California
$216K +$209K +1,000 New
WIA
1140
Wealthstreet Investment Advisors
Texas
$216K +$209K +1,000 New
Jones Financial Companies
1141
Jones Financial Companies
Missouri
$215K -$28.4K -136 -12%
ECM
1142
Elgethun Capital Management
South Dakota
$215K – – –
CWM
1143
Curi Wealth Management
North Carolina
$213K +$207K +989 New
WA1
1144
Wimmer Associates 1
California
$212K +$204K +978 New
OFG
1145
Omega Financial Group
California
$212K +$205K +979 New
SCM
1146
Schnieders Capital Management
California
$212K +$205K +979 New
TIA
1147
Tiemann Investment Advisors
California
$211K – – –
EWM
1148
EPG Wealth Management
Georgia
$211K +$204K +976 New
MFW
1149
Meristem Family Wealth
Minnesota
$210K -$35.9K -172 -15%
TCM
1150
Tuttle Capital Management
Connecticut
$210K +$202K +969 New