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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
1851
Van Hulzen Asset Management
California
$285K +$74.9K +380 +28%
OEP
1852
Ocean Endowment Partners
Illinois
$284K -$266K -1,350 -44%
PFA
1853
Pure Financial Advisors
California
$284K -$2.96K -15 -0.9%
BIC
1854
Beach Investment Counsel
Pennsylvania
$283K
PCM
1855
Poehling Capital Management
Wisconsin
$283K +$21.9K +111 +7%
WCF
1856
West Coast Financial
California
$281K -$15.2K -77 -4%
TAM
1857
Townsend Asset Management
North Carolina
$281K +$13.8K +70 +4%
IWS
1858
Insight Wealth Strategies
California
$280K -$200K -1,017 -37%
PFA
1859
Pathway Financial Advisors
Vermont
$280K
Pacer Advisors
1860
Pacer Advisors
Pennsylvania
$280K +$11.8K +60 +4%
NFG
1861
Nations Financial Group
Iowa
$279K -$40.4K -205 -11%
KIC
1862
Keating Investment Counselors
Florida
$279K +$44.3K +225 +15%
ECM
1863
Estabrook Capital Management
New York
$278K
CAM
1864
Congress Asset Management
Massachusetts
$278K -$431K -2,187 -57%
CPA
1865
Capital Planning Advisors
California
$278K -$240K -1,218 -42%
OWA
1866
Outlook Wealth Advisors
Texas
$278K +$332K +1,683 New
AIM
1867
Avity Investment Management
Connecticut
$277K -$29.6K -150 -8%
PC
1868
Port Capital
Illinois
$277K -$3.55K -18 -1%
TCWM
1869
Total Clarity Wealth Management
Illinois
$277K +$35.5K +180 +12%
VCM
1870
Vigilant Capital Management
Maine
$276K -$73.1K -371 -18%
UF
1871
Univest Financial
Pennsylvania
$275K -$89.3K -453 -21%
AFIA
1872
America First Investment Advisors
Nebraska
$275K
FI
1873
Financial Insights
Washington
$275K +$1.97K +10 +0.6%
FNBSF
1874
First National Bank Sioux Falls
South Dakota
$274K -$7.49K -38 -2%
GAM
1875
Gemmer Asset Management
California
$273K +$24.8K +126 +8%