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Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1701
Lowe Brockenbrough & Co
Virginia
$458K -$310K -1,100 -42%
CC
1702
Courier Capital
New York
$458K +$7.33K +26 +2%
WFMPM
1703
Woodley Farra Manion Portfolio Management
Indiana
$458K +$433K +1,535 New
CI
1704
CX Institutional
Indiana
$457K -$564 -2 -0.1%
CCA
1705
Conestoga Capital Advisors
Pennsylvania
$455K -$36.7K -130 -8%
USGIU
1706
U.S. Global Investors (USGI)
Texas
$453K – – –
ACP
1707
Arcus Capital Partners
Georgia
$452K – – –
LC
1708
Lindbrook Capital
California
$451K -$6.49K -23 -1%
TFS
1709
TrustCore Financial Services
Tennessee
$450K -$282 -1 -0.1%
TFO
1710
Tarbox Family Office
California
$448K -$199K -707 -32%
PHAM
1711
Palisades Hudson Asset Management
Florida
$448K – – –
SC
1712
Skylands Capital
Wisconsin
$448K – – –
MGAM
1713
McGowan Group Asset Management
Texas
$447K +$42K +149 +11%
EP
1714
Eudaimonia Partners
Tennessee
$447K +$423K +1,499 New
MIM
1715
Moseley Investment Management
Florida
$441K -$20.6K -73 -5%
SCA
1716
Strategic Capital Advisers
Colorado
$441K +$564 +2 +0.1%
BFO
1717
Boston Family Office
Massachusetts
$440K – – –
RI
1718
Ridgewood Investments
New Jersey
$440K – – –
FC
1719
Financial Consulate
Maryland
$437K – – –
NL
1720
NWAM LLC
Washington
$436K +$1.69K +6 +0.4%
HCA
1721
Heck Capital Advisors
Wisconsin
$436K – – –
TSW
1722
Thompson Siegel & Walmsley
Virginia
$435K +$1.41K +5 +0.3%
AW
1723
ACG Wealth
Georgia
$433K -$23.1K -82 -5%
BMC
1724
Beaton Management Company
Massachusetts
$431K – – –
TIS
1725
Tortoise Index Solutions
Kansas
$430K +$101K +359 +33%