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Name Holding Trade Value Shares
Change
Change in
Stake
KA
601
Kercheville Advisors
Texas
$610K +$69.2K +1,225 +15%
HIA
602
Harbor Investment Advisory
Maryland
$608K -$27.2K -482 -5%
SIC
603
Schwartz Investment Counsel
Michigan
$604K – – –
GP
604
Geneva Partners
Wisconsin
$598K +$523K +9,250 New
BIM
605
Baldwin Investment Management
Pennsylvania
$596K – – –
Empower Advisory Group
606
Empower Advisory Group
Colorado
$594K -$15.4K -273 -3%
TC
607
Tacita Capital
Ontario, Canada
$594K +$520K +9,190 New
WDC
608
Woodward Diversified Capital
California
$591K +$517K +9,150 New
LCGC
609
Legacy Capital Group California
California
$589K +$516K +9,121 New
GRP
610
Global Retirement Partners
California
$588K +$11K +194 +2%
CIM
611
Confluence Investment Management
Missouri
$588K – – –
QCM
612
Quantinno Capital Management
New York
$582K +$223K +3,941 +78%
ICP
613
Interchange Capital Partners
Pennsylvania
$581K -$71.4K -1,263 -11%
ECM
614
Evergreen Capital Management
Washington
$579K +$3.05K +54 +0.6%
AIM
615
Arcadia Investment Management
Michigan
$576K – – –
PWM
616
Perigon Wealth Management
California
$567K -$91.3K -1,615 -16%
CAI
617
Capital Advisors Inc
Oklahoma
$564K +$24.8K +438 +5%
EAM
618
Evanson Asset Management
California
$558K +$29.3K +518 +6%
CI
619
Ceera Investments
Texas
$557K – – –
SVWAG
620
Sound View Wealth Advisors Group
Georgia
$554K -$7.8K -138 -2%
RIA
621
Realta Investment Advisors
Delaware
$552K -$31.3K -553 -6%
KNW
622
Kesler Norman & Wride
Utah
$552K +$28.5K +505 +6%
MW
623
Marcum Wealth
Ohio
$552K +$64.7K +1,145 +15%
EPA
624
Element Pointe Advisors
Florida
$548K – – –
MCM
625
Manchester Capital Management
Vermont
$547K -$54.3K -960 -10%