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Name Holding Trade Value Shares
Change
Change in
Stake
PTB
1776
Pioneer Trust Bank
Oregon
$309K – – –
WFMPM
1777
Woodley Farra Manion Portfolio Management
Indiana
$309K +$3.69K +26 +1%
AFS
1778
Annapolis Financial Services
Maryland
$308K +$299K +2,105 New
CICI
1779
Capital Investment Counsel Inc
North Carolina
$307K -$25.3K -178 -8%
PA
1780
Perennial Advisors
New York
$307K – – –
FFA
1781
Founders Financial Alliance
North Carolina
$307K +$5.25K +37 +2%
TF
1782
TRH Financial
Iowa
$306K -$13.6K -96 -4%
PNAA
1783
Pictet North America Advisors
Switzerland
$306K – – –
LAI
1784
Legal Advantage Investments
California
$306K +$297K +2,093 New
SFG
1785
Summit Financial Group
West Virginia
$305K -$6.81K -48 -2%
RHFI
1786
Reilly Herbert Faulkner III
$303K – – –
LC
1787
Lindbrook Capital
California
$303K +$5.11K +36 +2%
HKAM
1788
Horizon Kinetics Asset Management
New York
$302K -$75.8K -534 -21%
EI
1789
Ethic Inc
New York
$302K -$45.4K -320 -13%
PO
1790
Private Ocean
California
$302K – – –
MWM
1791
Merriman Wealth Management
Washington
$302K +$2.56K +18 +0.9%
AA
1792
Aufman Associates
Pennsylvania
$301K -$2.41K -17 -0.8%
SC
1793
Steph & Co
Wisconsin
$301K – – –
CWM
1794
Cornerstone Wealth Management
Missouri
$300K +$5.96K +42 +2%
RWI
1795
Red Wave Investments
Pennsylvania
$300K +$291K +2,051 New
CPSAC
1796
Chas P. Smith & Associates (CPS)
Florida
$299K -$74K -521 -20%
EGWAG
1797
Elwood & Goetz Wealth Advisory Group
Georgia
$299K – – –
AIA
1798
Affinity Investment Advisors
California
$299K +$290K +2,043 New
AIA
1799
Angeles Investment Advisors
California
$297K – – –
CCP
1800
Cardan Capital Partners
Colorado
$297K – – –