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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1301
VERITY Wealth Advisors
United States
$214K
E
1302
Evansbrook
Illinois
$214K
SP
1303
SmartHarvest Portfolios
Washington
$214K -$8.04K -150 -3%
NHC
1304
Nicholas Hoffman & Company
Georgia
$213K +$1.13K +21 +0.5%
DCM
1305
Delta Capital Management
New Jersey
$213K
LFM
1306
LGT Fund Management
Liechtenstein
$212K -$34K -635 -12%
MHIC
1307
Marble Harbor Investment Counsel
Massachusetts
$212K -$8.9K -166 -4%
FCBT
1308
First Citizens Bank & Trust
North Carolina
$212K -$10.8K -202 -4%
CIA
1309
Cladis Investment Advisory
Montana
$211K
CCG
1310
Ceeto Capital Group
Florida
$211K
CH
1311
Cromwell Holdings
Wyoming
$211K +$23.2K +432 +11%
CAG
1312
Csenge Advisory Group
Florida
$210K -$37.5K -700 -13%
JMBA
1313
J. M. Brown & Associates
Oklahoma
$210K +$242K +4,515 New
MA
1314
MONECO Advisors
Connecticut
$209K +$23.5K +439 +11%
USGIU
1315
U.S. Global Investors (USGI)
Texas
$209K
KMWM
1316
Keudell/Morrison Wealth Management
Oregon
$208K
DMBA
1317
Deseret Mutual Benefit Administrators
Utah
$208K -$48K -896 -17%
CIS
1318
Custom Index Systems
New York
$207K +$26.3K +490 +12%
MFA
1319
Mayflower Financial Advisors
Massachusetts
$207K +$3.43K +64 +1%
LCM
1320
LCM Capital Management
Illinois
$207K
AP
1321
Anchyra Partners
Georgia
$206K +$237K +4,426 New
III
1322
Independent Investors Inc
New York
$206K
FAN
1323
Financial Advisors Network
California
$205K +$1.45K +27 +0.6%
OFW
1324
Omnia Family Wealth
Florida
$205K
IIL
1325
Income Insurance Ltd
$205K