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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1451
Kelleher Financial Advisors
New York
$347K +$6.66K +262 +2%
KL
1452
Kinsight LLC
Alabama
$346K
RPGK
1453
Retirement Planning Group (Kansas)
Kansas
$346K +$25.4K +1,000 +8%
SL
1454
Summitry LLC
California
$344K
KIG
1455
Kovitz Investment Group
Illinois
$344K +$67.1K +2,640 +23%
RCWMU
1456
Rothschild & Co Wealth Management (UK)
United Kingdom
$343K
VWM
1457
Vector Wealth Management
Minnesota
$342K +$48K +1,889 +16%
TA
1458
TBP Advisors
New York
$339K -$34.6K -1,361 -9%
NEAM
1459
New England Asset Management
Connecticut
$339K +$349K +13,744 New
AIM
1460
Aspen Investment Management
Michigan
$338K -$5.06K -199 -1%
BIM
1461
Bridgecreek Investment Management
Oklahoma
$338K +$69.5K +2,736 +25%
LCOV
1462
London Company of Virginia
Virginia
$338K +$348K +13,701 New
MCM
1463
McMillion Capital Management
North Carolina
$337K +$13.4K +529 +4%
QSS
1464
Quantitative Systematic Strategies
Florida
$337K +$343K +13,514 New
QAM
1465
Quantres Asset Management
Cayman Islands
$336K +$53.8K +2,118 +18%
CCM
1466
Coldstream Capital Management
Washington
$335K -$21.8K -856 -6%
LA
1467
Lau Associates
Delaware
$333K -$24.4K -960 -7%
CC
1468
Cadinha & Co
Hawaii
$333K
USGIU
1469
U.S. Global Investors (USGI)
Texas
$333K
CCM
1470
Condor Capital Management
New Jersey
$333K +$82.2K +3,233 +31%
GC
1471
Garde Capital
Washington
$332K +$342K +13,452 New
HC
1472
Hendley & Co
Ohio
$331K
CR
1473
Cooperatieve Rabobank
Netherlands
$331K +$341K +13,425 New
CS
1474
Comerica Securities
Michigan
$329K -$55.9K -2,198 -14%
NCM
1475
Noesis Capital Mangement
Florida
$329K +$3.35K +132 +1%