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Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1926
Keystone Financial Group (Kentucky)
Kentucky
$524K -$122K -746 -20%
IIC
1927
Integrated Investment Consultants
Michigan
$524K +$122K +744 +33%
PCIA
1928
Prime Capital Investment Advisors
Kansas
$523K -$104K -636 -17%
MMHP
1929
Murphy Middleton Hinkle & Parker
Georgia
$523K
RW
1930
REDW Wealth
New Mexico
$522K
SKK
1931
Shepherd Kaplan Krochuk
Massachusetts
$521K
SC
1932
Sovarnum Capital
New York
$521K +$491K +3,000 New
SIG
1933
Sky Investment Group
Connecticut
$519K +$4.09K +25 +0.8%
RP
1934
Rice Partnership
Hawaii
$518K
CI
1935
CX Institutional
Indiana
$518K +$49K +299 +11%
USGIU
1936
U.S. Global Investors (USGI)
Texas
$517K +$488K +2,978 New
UAS
1937
United Asset Strategies
New York
$512K +$53.2K +325 +12%
HIC
1938
Harvey Investment Company
Kentucky
$510K -$24.6K -150 -5%
FCM
1939
Fairbanks Capital Management
California
$507K +$478K +2,921 New
DACG
1940
Donor Advised Charitable Giving
California
$503K +$475K +2,900 New
NERM
1941
New England Research & Management
Illinois
$497K
HCP
1942
Holt Capital Partners
Texas
$495K
RGIA
1943
Rainier Group Investment Advisory
Washington
$495K +$46.3K +283 +11%
TI
1944
Truepoint Inc
Ohio
$493K -$7.2K -44 -2%
LK
1945
Lumbard & Kellner
New Hampshire
$492K -$18.2K -111 -4%
PHAM
1946
Palisades Hudson Asset Management
Florida
$492K
SAA
1947
Southeast Asset Advisors
Georgia
$492K +$6.06K +37 +1%
RWM
1948
RBA Wealth Management
California
$489K +$79.7K +487 +21%
LF
1949
Lantz Financial
Illinois
$487K +$8.02K +49 +2%
CCMD
1950
Cypress Capital Management (Delaware)
Delaware
$486K +$15.9K +97 +4%