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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1926
Waters Parkerson & Co
Louisiana
$284K +$266 +2 +0.1%
TWM
1927
Titus Wealth Management
California
$283K +$80.8K +607 +33%
FCM
1928
Fourpath Capital Management
Oklahoma
$283K +$326K +2,450 New
IC
1929
Inverness Counsel
New York
$282K -$328K -2,467 -50%
IGGA
1930
Iron Gate Global Advisors
Utah
$281K -$4.53K -34 -1%
BOM
1931
Bank of Marin
California
$279K -$882K -6,624 -73%
AA
1932
Apriem Advisors
California
$279K -$220K -1,655 -41%
VCM
1933
Viewpoint Capital Management
Washington
$279K +$15.3K +115 +5%
SWM
1934
SFG Wealth Management
Maryland
$278K -$4.26K -32 -1%
IC
1935
Inscription Capital
Texas
$277K -$66.8K -502 -17%
KTC
1936
Kistler-Tiffany Companies
Pennsylvania
$277K +$127K +951 +66%
OPWM
1937
Oxinas Partners Wealth Management
Indiana
$276K -$301K -2,263 -49%
MFP
1938
Meridian Financial Partners
Virginia
$276K -$21.3K -160 -6%
DAM
1939
Draper Asset Management
New York
$276K -$7.19K -54 -2%
BOPW
1940
Brandywine Oak Private Wealth
Pennsylvania
$276K +$62K +466 +24%
VC
1941
Veracity Capital
Georgia
$275K +$32.1K +241 +11%
JIR
1942
James Investment Research
Ohio
$274K -$1.19M -8,978 -79%
SFS
1943
Stiles Financial Services
Minnesota
$274K +$665 +5 +0.2%
PFBT
1944
Parkside Financial Bank & Trust
Missouri
$274K +$29K +218 +10%
LWA
1945
Lenox Wealth Advisors
New York
$273K +$1.06K +8 +0.3%
BCM
1946
Birch Capital Management
Texas
$271K
MP
1947
McDonald Partners
Ohio
$271K +$312K +2,344 New
AF
1948
Alerus Financial
North Dakota
$270K +$3.33K +25 +1%
BP
1949
BBR Partners
New York
$269K -$36.1K -271 -10%
CCA
1950
Childress Capital Advisors
Texas
$269K -$28.1K -211 -8%