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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1026
Evanson Asset Management
California
$208K +$204K +2,221 New
AHC
1027
Adell Harriman & Carpenter
Texas
$206K -$18.4K -200 -8%
TIA
1028
Tiemann Investment Advisors
California
$202K +$198K +2,160 New
FMWA
1029
Forvis Mazars Wealth Advisors
Missouri
$201K -$22.2K -242 -10%
MCWS
1030
McKinley Carter Wealth Services
West Virginia
$201K +$197K +2,146 New
SAMT
1031
Select Asset Management & Trust
Pennsylvania
$201K +$197K +2,150 New
YMRC
1032
Yorktown Management & Research Company
Virginia
$201K +$197K +2,150 New
EDRS
1033
Edmond de Rothschild (Suisse)
Switzerland
$200K +$196K +2,137 New
JWM
1034
Jacobus Wealth Management
Wisconsin
$189K – – –
HCP
1035
Holt Capital Partners
Texas
$187K – – –
FHA
1036
First Horizon Advisors
Tennessee
$186K -$21.7K -236 -11%
QCG
1037
Quadrant Capital Group
Ohio
$185K +$184K +2,009 New
WRM
1038
Westport Resources Management
Connecticut
$182K – – –
RA
1039
Rational Advisors
New York
$180K +$28K +305 +19%
EDRE
1040
Edmond de Rothschild (Europe)
Luxembourg
$174K +$171K +1,865 New
HPBT
1041
High Point Bank & Trust
North Carolina
$173K -$5.05K -55 -3%
TDC
1042
Thompson Davis & Co
Virginia
$173K +$77.2K +841 +83%
CWM
1043
Catamount Wealth Management
Connecticut
$168K +$165K +1,800 New
GWS
1044
Glassman Wealth Services
Virginia
$163K +$184 +2 +0.1%
AW
1045
Alpha Windward
Massachusetts
$154K +$151K +1,644 New
SG Americas Securities
1046
SG Americas Securities
New York
$153K -$6.3M -68,687 -98%
BAM
1047
Brave Asset Management
New Jersey
$150K – – –
GC
1048
Giverny Capital
Quebec, Canada
$141K -$246K -2,676 -64%
WA
1049
WFG Advisors
Texas
$138K +$11.9K +130 +10%
PSI
1050
Pinnacle Summer Investments
Virginia
$127K -$115K -1,257 -48%