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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2051
Saturna Capital
Washington
$369K +$21.7K +794 +5%
CWA
2052
Capital Wealth Alliance
Arizona
$369K +$26.3K +961 +6%
MM
2053
Meridian Management
Arkansas
$368K +$38.9K +1,425 +9%
SMG
2054
Smart Money Group
Texas
$367K -$548K -20,067 -67%
NG
2055
Northstar Group
New York
$366K -$185K -6,767 -29%
CG
2056
Corundum Group
Colorado
$365K -$48.7K -1,782 -10%
BCM
2057
Boltwood Capital Management
California
$365K -$9.04K -331 -2%
BAM
2058
Bellevue Asset Management
Washington
$365K +$106K +3,894 +32%
DK
2059
Darrell & King
Virginia
$364K +$451K +16,510 New
MIP
2060
Marietta Investment Partners
Wisconsin
$363K -$18.6K -679 -4%
PAS
2061
Professional Advisory Services
Florida
$363K
IWS
2062
Insight Wealth Strategies
California
$362K +$63.8K +2,334 +17%
KPWG
2063
KFA Private Wealth Group
Virginia
$361K -$17.6K -646 -4%
I
2064
INVST
Indiana
$361K +$37.2K +1,363 +9%
TIM
2065
Thompson Investment Management
Wisconsin
$360K -$22.6K -828 -5%
FNBOH
2066
First National Bank of Hutchinson
Kansas
$360K +$1.69K +62 +0.4%
SFSIG
2067
San Francisco Sentry Investment Group
California
$359K -$225K -8,237 -34%
SC
2068
Steph & Co
Wisconsin
$359K -$26.5K -970 -6%
AC
2069
Apella Capital
Connecticut
$359K +$446K +16,312 New
IFG
2070
Investors Financial Group
Minnesota
$358K -$45.3K -1,658 -9%
VWA
2071
VERITY Wealth Advisors
United States
$358K +$44K +1,609 +11%
BIP
2072
Blueprint Investment Partners
North Carolina
$357K
PP
2073
PDS Planning
Ohio
$357K +$13.8K +506 +3%
AWA
2074
Arkadios Wealth Advisors
Georgia
$356K +$66.9K +2,450 +18%
OPCM
2075
Osborne Partners Capital Management
California
$356K -$106K -3,867 -19%