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Name Holding Trade Value Shares
Change
Change in
Stake
AMM
1226
American Money Management
California
$441K -$992 -15 -0.2%
ST
1227
Sentinel Trust
Texas
$441K – – –
OCM
1228
One Capital Management
California
$438K -$18.9K -286 -4%
NHC
1229
Nicholas Hoffman & Company
Georgia
$433K – – –
EFSCE
1230
Enterprise Financial Services Corp (EFSC)
Missouri
$433K +$19.3K +292 +5%
SS
1231
Sunbelt Securities
Texas
$433K +$45.5K +688 +12%
DP
1232
Dearborn Partners
Illinois
$426K -$582K -8,800 -59%
CSM
1233
CAMG Solamere Management
North Carolina
$425K -$5.49K -83 -1%
RIG
1234
Renaissance Investment Group
Massachusetts
$424K -$40K -605 -9%
KIA
1235
KCM Investment Advisors
California
$423K -$105K -1,591 -21%
WP
1236
WMS Partners
Maryland
$421K +$10.9K +165 +3%
WA
1237
Wealth Architects
California
$418K -$1.26K -19 -0.3%
PCM
1238
Pointe Capital Management
Michigan
$418K +$2.18K +33 +0.6%
PAM
1239
Private Asset Management
California
$418K +$33.7K +510 +9%
FPCP
1240
Fort Point Capital Partners
California
$415K – – –
VFA
1241
Valeo Financial Advisors
Indiana
$415K +$394K +5,954 New
CCM
1242
Compton Capital Management
Rhode Island
$412K +$17K +257 +5%
APP
1243
Avantax Planning Partners
Iowa
$410K +$55.5K +840 +17%
NSIM
1244
North Star Investment Management
Illinois
$409K +$79.3K +1,200 +26%
FCBT
1245
First Citizens Bank & Trust
North Carolina
$408K -$131K -1,982 -25%
SI
1246
SII Investments
Wisconsin
$407K -$793 -12 -0.2%
HIM
1247
Hermes Investment Management
United Kingdom
$407K +$181K +2,732 +88%
GWCM
1248
Godshalk Welsh Capital Management
Pennsylvania
$403K -$109K -1,650 -22%
PA
1249
Parallel Advisors
California
$402K -$79.6K -1,204 -16%
LD
1250
Lipe & Dalton
New York
$402K – – –