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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
801
Fayez Sarofim & Co
Texas
$227K – – –
FAFN
802
First Affirmative Financial Network
Colorado
$225K -$30.1K -952 -10%
AAA
803
American Alpha Advisors
New York
$225K -$136K -4,307 -35%
PFM
804
Phillips Financial Management
Indiana
$224K +$633 +20 +0.2%
PCMN
805
Paradigm Capital Management (Nevada)
Nevada
$224K +$256K +8,100 New
TSMHT
806
Thurston Springer Miller Herd & Titak
Indiana
$224K +$53.9K +1,705 +27%
CAS
807
Coppell Advisory Solutions
Texas
$223K +$11.7K +369 +4%
ACM
808
Avalon Capital Management
California
$223K – – –
AAG
809
Armstrong Advisory Group
Massachusetts
$223K – – –
BRWA
810
B. Riley Wealth Advisors
Florida
$222K +$14.3K +453 +6%
WTC
811
WhitTier Trust Company
Nevada
$222K -$8.54K -270 -3%
SIA
812
SeaBridge Investment Advisors
New Jersey
$222K – – –
AWMM
813
Aegis Wealth Management (Maryland)
Maryland
$221K -$95 -3 -0%
IPWA
814
International Private Wealth Advisors
California
$220K +$21.6K +684 +9%
WCWM
815
Willow Creek Wealth Management
California
$219K -$63 -2 -0%
WWM
816
Western Wealth Management
Colorado
$219K -$545K -17,225 -69%
BBHC
817
Brown Brothers Harriman & Co
New York
$219K -$13.9K -439 -5%
SCM
818
Sterneck Capital Management
Missouri
$218K +$5.85K +185 +2%
ET
819
Equitable Trust
Tennessee
$218K -$127K -4,000 -34%
HGWM
820
Horst & Graben Wealth Management
Oregon
$218K +$569 +18 +0.2%
EAM
821
Everstar Asset Management
North Carolina
$217K +$248K +7,825 New
FWCM
822
Ferguson Wellman Capital Management
Oregon
$216K -$7.18K -227 -3%
RCM
823
RB Capital Management
Nevada
$216K -$11.6K -367 -4%
SWA
824
Stratos Wealth Advisors
Ohio
$216K -$1.64M -51,819 -87%
Luther King Capital Management (LKCM)
825
Luther King Capital Management (LKCM)
Texas
$215K -$47.1K -1,490 -16%