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Name Holding Trade Value Shares
Change
Change in
Stake
LAIC
1426
Lederer & Associates Investment Counsel
California
$2.94M -$249K -11,490 -10%
AC
1427
Avestar Capital
New York
$2.92M +$118K +5,470 +5%
JWM
1428
Jeppson Wealth Management
California
$2.92M -$406K -18,770 -15%
CPA
1429
Capital Planning Advisors
California
$2.92M -$125K -5,790 -5%
RG
1430
Richelieu Gestion
France
$2.92M -$2.02M -93,470 -47%
TWA
1431
Trellis Wealth Advisors
California
$2.91M +$43.7K +2,020 +2%
EFG
1432
Everhart Financial Group
Ohio
$2.91M -$100K -4,640 -4%
SAM
1433
S.A. Mason
Michigan
$2.9M -$3.25K -150 -0.1%
WPW
1434
Warther Private Wealth
Ohio
$2.9M -$57.8K -2,670 -2%
AW
1435
Alaethes Wealth
Nevada
$2.9M +$266K +12,280 +13%
PWM
1436
PRW Wealth Management
Massachusetts
$2.9M -$337K -15,590 -13%
PP
1437
Patten & Patten
Tennessee
$2.89M -$86.1K -3,980 -4%
DCM
1438
Dudley Capital Management
Virginia
$2.89M -$14.7K -680 -0.6%
CHC
1439
City Holding Co
West Virginia
$2.88M -$254K -11,750 -10%
LFM
1440
LGT Fund Management
Liechtenstein
$2.87M +$1.84M +85,000 +462%
T
1441
TCWP
Ohio
$2.87M -$573K -26,480 -20%
RA
1442
Rockingstone Advisors
Massachusetts
$2.87M -$45.7K -2,110 -2%
WCM
1443
Whitener Capital Management
North Carolina
$2.86M +$32.5K +1,500 +1%
PFWA
1444
Paces Ferry Wealth Advisors
Georgia
$2.86M -$40.9K -1,890 -2%
DC
1445
DeDora Capital
California
$2.85M +$63.8K +2,950 +3%
MWM
1446
Merriman Wealth Management
Washington
$2.85M +$1.86M +85,890 +516%
CFA
1447
Camarda Financial Advisors
Florida
$2.84M +$2.21M +102,160 New
KTM
1448
Keeler Thomas Management
Utah
$2.84M -$411K -19,000 -16%
WWM
1449
Wolff Wiese Magana
California
$2.83M -$304K -14,030 -12%
WA
1450
Waverly Advisors
Alabama
$2.83M +$314K +14,520 +17%