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Name Holding Trade Value Shares
Change
Change in
Stake
PP
2101
PDS Planning
Ohio
$329K -$2.28K -12 -0.6%
PW
2102
Peninsula Wealth
California
$329K +$95K +500 +37%
NCM
2103
Nelson Capital Management
California
$327K -$65.2K -343 -16%
COI
2104
Capital One Investing
Virginia
$327K -$9.5K -50 -3%
FCMC
2105
Founders Capital Management (Connecticut)
Connecticut
$327K
CCM
2106
Carlson Capital Management
Minnesota
$327K +$11.4K +60 +3%
LFG
2107
Larson Financial Group
Missouri
$327K +$19.4K +102 +6%
GM
2108
GeoWealth Management
Illinois
$327K +$348K +1,832 New
SGK
2109
Steigerwald Gordon & Koch
Virginia
$326K -$41.1K -216 -11%
MUS
2110
Mitsubishi UFJ Securities
Japan
$326K -$15.2K -80 -4%
TNB
2111
TCF National Bank
South Dakota
$326K +$349K +1,835 New
I2I
2112
Insight 2811 Inc
Illinois
$325K -$137K -723 -28%
SFWA
2113
Summit Financial Wealth Advisors
Louisiana
$324K -$92.8K -488 -22%
DW
2114
Domani Wealth
Pennsylvania
$324K
BIM
2115
Bridgecreek Investment Management
Oklahoma
$321K
SMH
2116
Sanders Morris Harris
Texas
$321K +$19.8K +104 +6%
GBBWRPM
2117
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$321K +$34.6K +182 +11%
MTC
2118
McDaniel Terry & Co
Texas
$321K +$91.6K +482 +37%
PAM
2119
Paradigm Asset Management
New York
$321K
CHA
2120
Carmichael Hill & Associates
Maryland
$320K -$41.4K -218 -11%
VDI
2121
Vaughan David Investments
Illinois
$320K -$19K -100 -5%
NP
2122
NorthRock Partners
Minnesota
$320K +$342K +1,799 New
AIC
2123
Argus Investors Counsel
New York
$318K +$340K +1,787 New
QCM
2124
Quantinno Capital Management
New York
$316K +$11.2K +59 +3%
HIM
2125
Hillsdale Investment Management
Ontario, Canada
$315K +$45.6K +240 +16%