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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1826
Diligent Investors
California
$770K +$79.3K +350 +11%
LIA
1827
LBMC Investment Advisors
Tennessee
$766K +$15.6K +69 +2%
VFM
1828
Viking Fund Management
North Dakota
$764K – – –
GCAC
1829
Guardian Capital Advisors (Canada)
Ontario, Canada
$759K +$93.5K +413 +14%
NPA
1830
Nichols & Pratt Advisers
Massachusetts
$758K -$14.7K -65 -2%
KFA
1831
Kays Financial Advisory
Georgia
$757K -$1.92M -8,486 -71%
SHWM
1832
Smith & Howard Wealth Management
Georgia
$752K +$71.8K +317 +10%
AL
1833
Aspiriant LLC
California
$749K +$9.29K +41 +1%
AI
1834
AdvisorShares Investments
Maryland
$749K +$777K +3,430 New
AIM
1835
Allen Investment Management
New York
$747K – – –
EFSCE
1836
Enterprise Financial Services Corp (EFSC)
Missouri
$746K +$48K +212 +7%
HI
1837
Handelsinvest Investeringsforvaltning
Denmark
$745K -$195K -863 -20%
CF
1838
Centaurus Financial
California
$745K +$65.7K +290 +9%
PBO
1839
Peoples Bank (Ohio)
Ohio
$743K +$20.2K +89 +3%
AIS
1840
American Investment Services
Massachusetts
$743K +$21.3K +94 +3%
FM
1841
Foster & Motley
Ohio
$742K -$2.27K -10 -0.3%
TI
1842
Truehand Inc
New Hampshire
$741K – – –
DIA
1843
Davidson Investment Advisors
Montana
$739K +$6.79K +30 +0.9%
MFW
1844
Meristem Family Wealth
Minnesota
$739K +$7.93K +35 +1%
CCIA
1845
Campbell & Co Investment Adviser
Maryland
$738K +$765K +3,378 New
GLLW
1846
Graves Light Lenhart Wealth
Virginia
$736K +$226 +1 +0%
PTB
1847
Pioneer Trust Bank
Oregon
$732K – – –
CFS
1848
Cannon Financial Strategists
Georgia
$730K – – –
JFA
1849
JNBA Financial Advisors
Minnesota
$729K +$20.2K +89 +3%
FIG
1850
FundX Investment Group
California
$727K – – –