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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1201
Everett Harris & Co
California
$319K -$6.62K -50 -2%
RFS
1202
Rockefeller Financial Services
New York
$319K +$172K +1,300 +136%
AC
1203
Abbrea Capital
California
$318K
HPWM
1204
Highland Private Wealth Management
Washington
$318K +$6.35K +48 +2%
PWAG
1205
Polaris Wealth Advisory Group
California
$318K +$298K +2,249 New
RMDI
1206
R.M. Davis Inc
Maine
$315K -$74.1K -560 -20%
BB
1207
Bell Bank
North Dakota
$315K -$29.8K -225 -9%
WF
1208
Welch & Forbes
Massachusetts
$314K -$26.3K -199 -8%
EAM
1209
Evanson Asset Management
California
$314K
GCAC
1210
Guardian Capital Advisors (Canada)
Ontario, Canada
$313K -$3.31K -25 -1%
CT
1211
Clearstead Trust
Maine
$311K
OAM
1212
Oberweis Asset Management
Illinois
$303K -$13.2K -100 -4%
AOWM
1213
Alpha Omega Wealth Management
Virginia
$301K
BL
1214
Balentine LLC
Georgia
$301K +$1.99K +15 +0.7%
CAG
1215
Csenge Advisory Group
Florida
$300K +$281K +2,127 New
CPA
1216
Court Place Advisors
Maryland
$300K
FCMT
1217
Founders Capital Management (Texas)
Texas
$300K
GLI
1218
Guardian Life Insurance
New York
$300K +$794 +6 +0.3%
KF
1219
Krilogy Financial
Missouri
$299K -$13.8K -104 -5%
SIAS
1220
Shine Investment Advisory Services
Colorado
$298K -$4.24K -32 -1%
JDR
1221
Jay D. Rosenbaum
$298K
AAM
1222
American Asset Management
Florida
$297K
HCM
1223
Hodges Capital Management
Texas
$297K
HCP
1224
Holt Capital Partners
Texas
$297K
IIM
1225
Intact Investment Management
Quebec, Canada
$296K