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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1026
First Foundation Advisors
California
$279K -$13.1K -195 -5%
CCFCSB
1027
Cape Cod Five Cents Savings Bank
Massachusetts
$279K – – –
Saturna Capital
1028
Saturna Capital
Washington
$278K – – –
Cassaday & Co Wealth Management
1029
Cassaday & Co Wealth Management
Virginia
$277K +$14.9K +221 +6%
BFG
1030
Berger Financial Group
Minnesota
$277K +$202 +3 +0.1%
IAMOG
1031
Investors Asset Management of Georgia
Georgia
$277K -$47.2K -700 -16%
Clark Capital Management Group
1032
Clark Capital Management Group
Pennsylvania
$276K -$37.2M -552,473 -99%
Diversify Advisory Services
1033
Diversify Advisory Services
Utah
$276K +$23.4K +347 +9%
HM Payson & Co
1034
HM Payson & Co
Maine
$276K – – –
Brookstone Capital Management
1035
Brookstone Capital Management
Illinois
$275K -$42.4K -630 -14%
CD
1036
Chapin Davis
Maryland
$273K +$404 +6 +0.2%
SP
1037
Successful Portfolios
Florida
$273K -$67 -1 -0%
MW
1038
Marcum Wealth
Ohio
$273K +$16.6K +247 +7%
BFG
1039
Birch Financial Group
New Hampshire
$271K +$249K +3,693 New
IIC
1040
Integrated Investment Consultants
Michigan
$270K -$1.07M -15,941 -81%
First Citizens Bank & Trust
1041
First Citizens Bank & Trust
North Carolina
$269K -$17.1K -254 -6%
TWP
1042
Tyche Wealth Partners
Texas
$269K – – –
CFG
1043
Cooper Financial Group
California
$268K +$7.34K +109 +3%
HWA
1044
HCR Wealth Advisors
California
$268K – – –
TCM
1045
Tufton Capital Management
Maryland
$267K +$6.33K +94 +3%
JPWM
1046
Jamison Private Wealth Management
Georgia
$266K +$674 +10 +0.3%
GF
1047
Goodman Financial
Texas
$266K – – –
First National Trust
1048
First National Trust
Pennsylvania
$266K +$244K +3,625 New
PHS
1049
Pekin Hardy Strauss
Illinois
$265K – – –
Klingman & Associates
1050
Klingman & Associates
New York
$264K +$12.5K +186 +5%