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Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1901
Global Financial Private Client
Florida
$618K -$28K -539 -4%
Eagle Global Advisors
1902
Eagle Global Advisors
Texas
$617K -$11.7K -225 -2%
IIC
1903
Integrated Investment Consultants
Michigan
$617K +$5.2K +100 +0.8%
GCA
1904
Gradient Capital Advisors
California
$617K +$8.53K +164 +1%
ORI
1905
Oak Ridge Investments
Illinois
$617K +$620K +11,920 New
CWA
1906
Clarity Wealth Advisors
California
$616K +$10.4K +200 +2%
B
1907
Bellecapital
Switzerland
$614K -$4.37K -84 -0.7%
OA
1908
Oxbow Advisors
Texas
$612K -$1.19M -22,841 -66%
TWM
1909
Titus Wealth Management
California
$612K +$121K +2,337 +25%
FIM
1910
Fruth Investment Management
Texas
$607K -$20.8K -400 -3%
FMT
1911
First Mercantile Trust
Tennessee
$603K -$102K -1,966 -13%
Global Retirement Partners
1912
Global Retirement Partners
California
$600K -$89.4K -1,719 -13%
AC
1913
Avestar Capital
New York
$600K +$324K +6,239 +95%
EDRIA
1914
Edmonds Duncan Registered Investment Advisors
Kansas
$595K -$23.6K -453 -4%
AAIM
1915
Asset Advisors Investment Management
Georgia
$594K -$93.7K -1,803 -14%
FNBSF
1916
First National Bank Sioux Falls
South Dakota
$594K – – –
HAM
1917
Hammer Asset Management
California
$592K -$264K -5,077 -31%
Circle Wealth Management
1918
Circle Wealth Management
New Jersey
$590K +$8.42K +162 +1%
SGK
1919
Steigerwald Gordon & Koch
Virginia
$589K -$20.6K -396 -3%
IIM
1920
Ironwood Investment Management
Massachusetts
$588K -$216K -4,150 -27%
PAS
1921
Partnervest Advisory Services
California
$587K -$22.6K -434 -4%
RPWA
1922
Regent Peak Wealth Advisors
Georgia
$586K -$60.9K -1,172 -9%
CYG
1923
Clean Yield Group
Vermont
$585K +$11K +211 +2%
PL
1924
Parthenon LLC
Kentucky
$584K – – –
SBA
1925
Secrest Blakey & Associates
North Carolina
$584K +$59.3K +1,140 +11%