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Name Holding Trade Value Shares
Change
Change in
Stake
VA
2126
Valmark Advisers
Ohio
$317K -$8.06K -159 -3%
TW
2127
Towerpoint Wealth
California
$317K +$13.5K +267 +2%
JF
2128
JSF Financial
California
$315K -$23.2K -458 -7%
PA
2129
Parkside Advisors
California
$315K – – –
BCP
2130
Berkeley Capital Partners
Georgia
$314K -$1.47K -29 -0.5%
LC
2131
Lincoln Capital
Nebraska
$314K – – –
PHAM
2132
Palisades Hudson Asset Management
Florida
$313K -$119K -2,355 -29%
VCM
2133
Vigilant Capital Management
Maine
$313K -$66.1K -1,303 -18%
AIM
2134
Avity Investment Management
Connecticut
$312K +$29.8K +587 +11%
SS
2135
Sunbelt Securities
Texas
$311K -$50.9K -1,004 -15%
PAS
2136
Professional Advisory Services
Florida
$311K – – –
PFT
2137
Providence First Trust
Arizona
$311K +$1.47K +29 +0.5%
UC
2138
Unio Capital
New Jersey
$311K +$50.7K +1,000 +21%
PHS
2139
Pekin Hardy Strauss
Illinois
$310K -$50.7K -1,000 -15%
APCM
2140
Alaska Permanent Capital Management
Alaska
$310K +$293K +5,777 New
HR
2141
Hayden Royal
North Carolina
$309K -$1.14M -22,417 -80%
NEPWA
2142
New England Private Wealth Advisors
Massachusetts
$306K +$25.4K +500 +10%
QAM
2143
Quantres Asset Management
Cayman Islands
$306K +$289K +5,700 New
BFIC
2144
Bedell Frazier Investment Counselling
California
$305K +$25.4K +500 +10%
FA
2145
Fortis Advisors
Pennsylvania
$305K +$49.3K +971 +21%
CCM
2146
Colorado Capital Management
Colorado
$303K +$5.07K +100 +2%
NCM
2147
Nelson Capital Management
California
$302K -$19.5K -385 -6%
GIA
2148
Gladstone Institutional Advisory
Florida
$302K +$19.8K +390 +7%
EWG
2149
Executive Wealth Group
Washington
$302K +$710 +14 +0.2%
SAM
2150
Summit Asset Management
Tennessee
$300K – – –