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Name Holding Trade Value Shares
Change
Change in
Stake
DLA
1151
Douglas Lane & Associates
New York
$658K +$4.22K +22 +0.5%
GJIC
1152
Gamble Jones Investment Counsel
California
$657K +$127K +665 +17%
KCM
1153
Karp Capital Management
California
$655K
1SB
1154
1ST Source Bank
Indiana
$653K +$25.3K +132 +3%
QI
1155
Qtron Investments
Massachusetts
$653K +$175K +911 +25%
NHC
1156
Nicholas Hoffman & Company
Georgia
$652K -$47.9K -250 -5%
CMA
1157
Cedar Mountain Advisors
Oregon
$652K
NFP
1158
Narus Financial Partners
Utah
$651K +$132K +690 +18%
CSI
1159
Cross Staff Investments
New York
$650K
WSTAM
1160
Wilbanks Smith & Thomas Asset Management
Virginia
$650K +$316K +1,649 +56%
DTC
1161
Davidson Trust Company
Washington
$648K -$8.44K -44 -0.9%
MW
1162
Marcum Wealth
Ohio
$647K +$97.8K +510 +13%
SAM
1163
Security Asset Management
New York
$644K -$257K -1,341 -23%
FNFDCM
1164
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$642K -$39.3K -205 -4%
CF
1165
Copperwynd Financial
Arizona
$640K +$50K +261 +6%
PIM
1166
Perpetual Investment Management
Australia
$639K +$307K +1,600 +55%
SA
1167
SRN Advisors
Pennsylvania
$639K -$145K -757 -14%
RP
1168
Rowlandmiller & Partners
Georgia
$635K +$32.6K +170 +4%
BI
1169
Ballast Inc
Kentucky
$634K
MWAM
1170
Manhattan West Asset Management
California
$634K +$123K +639 +17%
IFWM
1171
Institute for Wealth Management
Colorado
$633K -$3.45K -18 -0.4%
Koshinski Asset Management
1172
Koshinski Asset Management
Illinois
$632K +$178K +926 +26%
IF
1173
Insight Folios
North Carolina
$631K +$10.9K +57 +1%
RWM
1174
Ritholtz Wealth Management
New York
$629K -$377K -1,964 -31%
BJL
1175
Brighton Jones LLC
Washington
$628K -$81.5K -425 -9%