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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1251
Hollencrest Capital Management
California
$426K -$193K -1,720 -31%
MC
1252
Miles Capital
Iowa
$422K -$31.9K -285 -7%
JMFC
1253
J.M. Forbes & Co
Massachusetts
$422K
VWM
1254
Vector Wealth Management
Minnesota
$419K -$53K -473 -11%
1IA
1255
1834 Investment Advisors
Wisconsin
$417K -$11.2K -100 -3%
NCM
1256
Noesis Capital Mangement
Florida
$417K
EDRS
1257
Edmond de Rothschild (Suisse)
Switzerland
$417K +$420K +3,749 New
MBT
1258
Montecito Bank & Trust
California
$415K
BO
1259
Bank OZK
Arkansas
$415K +$448 +4 +0.1%
GI
1260
Gradient Investments
Minnesota
$415K +$7.84K +70 +2%
MSFP
1261
Mark Sheptoff Financial Planning
Connecticut
$414K +$1.57K +14 +0.4%
HIM
1262
Hillsdale Investment Management
Ontario, Canada
$413K +$78.4K +700 +23%
IFB
1263
iAB Financial Bank
Indiana
$409K
NDSI
1264
Newman Dignan & Sheerar Inc
Rhode Island
$408K +$112 +1 +0%
CWP
1265
Capital Wealth Planning
Florida
$407K -$358K -3,200 -47%
OWP
1266
Obermeyer Wealth Partners
Colorado
$406K -$56K -500 -12%
KA
1267
KLCM Advisors
Wisconsin
$406K +$409K +3,652 New
JWM
1268
Jackson Wealth Management
Florida
$402K -$49.9K -446 -11%
PHS
1269
Pekin Hardy Strauss
Illinois
$402K -$16.8K -150 -4%
CRC
1270
Curi RMB Capital
Illinois
$398K +$2.35K +21 +0.6%
PMFA
1271
Plante Moran Financial Advisors
Michigan
$391K +$15.6K +139 +4%
MFW
1272
Meristem Family Wealth
Minnesota
$389K -$263K -2,350 -40%
PCMC
1273
Paragon Capital Management (Colorado)
Colorado
$389K
QCG
1274
Quadrant Capital Group
Ohio
$387K +$394K +3,517 New
MBT
1275
Monroe Bank & Trust
Michigan
$385K