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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1926
Wealth Architects
California
$391K +$21.4K +556 +6%
SMH
1927
Sanders Morris Harris
Texas
$390K -$82.5K -2,144 -19%
CPC
1928
Congress Park Capital
New York
$390K +$7.12K +185 +2%
MMA
1929
Miracle Mile Advisors
California
$389K -$99.8K -2,592 -22%
DC
1930
DeDora Capital
California
$389K -$43.9K -1,141 -11%
PIA
1931
Pinion Investment Advisors
Kansas
$387K -$25.1K -653 -7%
PD
1932
Planning Directions
Pennsylvania
$387K +$2.27K +59 +0.6%
PAS
1933
Partnervest Advisory Services
California
$387K +$72K +1,871 +25%
ICM
1934
IMS Capital Management
Oregon
$387K +$125K +3,246 +54%
ECM
1935
Elgethun Capital Management
South Dakota
$386K
RPAM
1936
Rhenman & Partners Asset Management
Sweden
$386K
GAMC
1937
Garner Asset Management Corp
Texas
$384K
BIM
1938
Barton Investment Management
Pennsylvania
$383K
MCM
1939
MV Capital Management
Maryland
$381K -$31.2K -811 -8%
BCM
1940
Baltimore Capital Management
Maryland
$381K -$30.5K -791 -8%
FWSM
1941
First Wilshire Securities Management
California
$381K
PGWM
1942
Parisi Gray Wealth Management
New Jersey
$380K -$40.7K -1,058 -10%
CCM
1943
Carlson Capital Management
Minnesota
$380K +$11.4K +295 +3%
FLAM
1944
First Light Asset Management
Minnesota
$377K
SNB
1945
Security National Bank
Nebraska
$376K +$122K +3,162 +54%
LIA
1946
LBMC Investment Advisors
Tennessee
$375K -$16.4K -426 -5%
GAG
1947
GM Advisory Group
New York
$375K +$10.1K +262 +3%
GCMG
1948
Gyroscope Capital Management Group
Florida
$375K +$339K +8,810 New
VLC
1949
Van Leeuwen & Company
New Jersey
$375K +$345K +8,962 New
NPF
1950
Norris Perne & French
Michigan
$374K -$17.8K -462 -5%