Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
701
Laurie J. Hall Trustee
$244K – – –
B
702
Bailard
California
$243K +$240K +1,392 New
PG
703
Patten Group
Tennessee
$242K +$12.1K +70 +5%
CCA
704
Checchi Capital Advisers
California
$242K +$17.6K +102 +8%
TIA
705
Tiemann Investment Advisors
California
$241K – – –
MHIC
706
Marble Harbor Investment Counsel
Massachusetts
$236K – – –
PB
707
Pinnacle Bancorp
Nebraska
$235K – – –
VC
708
Veracity Capital
Georgia
$233K +$12.1K +70 +6%
ZCM
709
Ziegler Capital Management
Illinois
$227K +$6.04K +35 +3%
PGA
710
Portland Global Advisors
Maine
$225K -$5.18K -30 -2%
CAM
711
CenterStar Asset Management
Illinois
$224K – – –
WCM
712
Weld Capital Management
New York
$222K -$1.26M -7,302 -85%
FDCDDQ
713
Federation des caisses Desjardins du Quebec
Quebec, Canada
$221K +$218K +1,261 New
WCA
714
Westover Capital Advisors
Delaware
$220K +$217K +1,256 New
Carson Wealth (CWM LLC)
715
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
SAM
716
Satovsky Asset Management
New York
$218K +$216K +1,249 New
TMAM
717
Tokio Marine Asset Management
Japan
$216K +$213K +1,235 New
CS
718
Comerica Securities
Michigan
$216K +$214K +1,237 New
CWP
719
Concord Wealth Partners
Virginia
$215K +$212K +1,229 New
RWB
720
RMR Wealth Builders
New Jersey
$213K -$10K -58 -5%
PFA
721
Pure Financial Advisors
California
$212K +$210K +1,213 New
GWM
722
Geneos Wealth Management
Colorado
$208K +$330K +1,909 +186%
FHA
723
Flagship Harbor Advisors
Massachusetts
$205K +$1.9K +11 +0.9%
CCP
724
Corient Capital Partners
California
$205K +$202K +1,172 New
AP
725
Atwood & Palmer
Missouri
$204K – – –