Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
2176
Palisades Hudson Asset Management
Florida
$336K -$71.2K -3,220 -18%
LCM
2177
LCM Capital Management
Illinois
$336K +$4.2K +190 +1%
SC
2178
Slow Capital
California
$335K +$84.8K +3,837 +35%
EGWAG
2179
Elwood & Goetz Wealth Advisory Group
Georgia
$334K +$22 +1 +0%
CCT
2180
Chemung Canal Trust
New York
$333K -$67.2K -3,040 -17%
MAG
2181
Mayfair Advisory Group
Alabama
$332K -$11.5K -522 -3%
MA
2182
Mezzasalma Advisors
New Jersey
$330K +$4.44K +201 +1%
GGS
2183
Galvin Gaustad & Stein
Arizona
$330K +$319K +14,436 New
HKAM
2184
Horizon Kinetics Asset Management
New York
$328K +$46.4K +2,100 +17%
JCM
2185
Janney Capital Management
Pennsylvania
$327K -$158K -7,149 -33%
DAM
2186
Doheny Asset Management
California
$327K -$67.3K -3,045 -18%
JAM
2187
JCIC Asset Management
Ontario, Canada
$327K -$35.2K -1,590 -10%
LF
2188
LifeSteps Financial
California
$327K -$4K -181 -1%
ITIM
2189
Indiana Trust & Investment Management
Indiana
$326K -$26.4K -1,193 -8%
WA
2190
Wealth Architects
California
$326K -$6.85K -310 -2%
DIM
2191
Delta Investment Management
California
$326K – – –
CL
2192
CIM LLC
New York
$325K – – –
WFPG
2193
Waller Financial Planning Group
Ohio
$324K +$24.9K +1,125 +9%
GFPC
2194
Global Financial Private Client
Florida
$324K -$31.5K -1,426 -9%
ERIM
2195
Eagle Ridge Investment Management
Connecticut
$322K -$407K -18,393 -57%
SAF
2196
Smith Anglin Financial
Texas
$322K -$24.1K -1,089 -7%
BWM
2197
Birchcreek Wealth Management
Ohio
$322K -$18.1K -817 -5%
SCM
2198
Sterneck Capital Management
Missouri
$322K +$21.8K +985 +8%
MIG
2199
McGuire Investment Group
Rhode Island
$322K +$311K +14,071 New
PFA
2200
Professional Financial Advisors
Nebraska
$321K -$101K -4,588 -25%