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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
2051
Evanson Asset Management
California
$400K +$8.88K +118 +2%
VCM
2052
Vigilant Capital Management
Maine
$398K -$70.4K -935 -15%
AWA
2053
Acorn Wealth Advisors
Michigan
$397K +$1.58K +21 +0.4%
SFA
2054
Souders Financial Advisors
Ohio
$396K -$54.4K -723 -12%
DWM
2055
Destination Wealth Management
California
$394K -$161K -2,135 -29%
LSC
2056
Lesa Sroufe & Co
Washington
$394K
MSU
2057
Mizuho Securities USA
New York
$393K -$16.4M -218,002 -98%
CCM
2058
Crossvault Capital Management
Texas
$393K
MIH
2059
Meitav Investment House
Israel
$392K -$16.4M -218,195 -98%
TL
2060
TrueWealth LLC
Georgia
$392K -$39.2K -521 -9%
RVPG
2061
Relative Value Partners Group
$390K
ZAM
2062
Zevin Asset Management
Massachusetts
$390K
JFA
2063
JNBA Financial Advisors
Minnesota
$389K +$3.92K +52 +1%
HIIFS
2064
Harel Insurance Investments & Financial Services
Israel
$388K -$6.4K -85 -2%
CH
2065
Canton Hathaway
Rhode Island
$387K -$83.5K -1,109 -17%
3F
2066
360 Financial
Minnesota
$385K +$527 +7 +0.1%
EW
2067
Evoke Wealth
California
$384K -$49.7K -660 -12%
SW
2068
SteelPeak Wealth
California
$383K -$3.89M -51,644 -91%
SFG
2069
Summit Financial Group
West Virginia
$383K +$22.1K +293 +6%
S
2070
SimplyRich
California
$382K
CMANY
2071
Capital Management Associates (New York)
New York
$381K -$247K -3,275 -39%
AFG
2072
Albion Financial Group
Utah
$381K -$4.74K -63 -1%
SWK
2073
Stephen W. Kidder
$381K -$2.03K -27 -0.5%
CCM
2074
Carderock Capital Management
Maryland
$381K
PP
2075
PDS Planning
Ohio
$379K +$55.9K +743 +17%