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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1476
BigSur Wealth Management
Florida
$957K +$40.9K +773 +5%
SWM
1477
Stockman Wealth Management
Montana
$949K +$11.1K +209 +1%
ROTUOC
1478
Regents of the University of California
California
$947K
HCP
1479
Holt Capital Partners
Texas
$946K -$37.1K -701 -4%
SAMC
1480
Spectrum Asset Management (California)
California
$946K +$938K +17,718 New
WWM
1481
Windsor Wealth Management
Indiana
$943K +$181K +3,415 +24%
MC
1482
Mathes Company
New York
$941K -$2.22K -42 -0.2%
IP
1483
Intellectus Partners
California
$937K +$32K +605 +4%
MWM
1484
Merriman Wealth Management
Washington
$932K -$131K -2,482 -12%
SWA
1485
SFMG Wealth Advisors
Texas
$931K +$124K +2,337 +17%
ADL
1486
Asset Dedication LLC
California
$930K +$371 +7 +0%
HCM
1487
Hollencrest Capital Management
California
$930K +$385K +7,267 +79%
FMWA
1488
Forvis Mazars Wealth Advisors
Missouri
$926K -$42.4K -801 -4%
I2I
1489
Insight 2811 Inc
Illinois
$925K +$704K +13,300 +330%
TC
1490
Trilogy Capital
California
$924K -$76.2K -1,440 -8%
CAW
1491
Cornerstone Advisors (Washington)
Washington
$922K -$31.3K -591 -3%
ACM
1492
Ativo Capital Management
Illinois
$922K +$914K +17,269 New
SCM
1493
SOL Capital Management
Maryland
$921K +$21.2K +400 +2%
CG
1494
Colony Group
Massachusetts
$917K +$199K +3,760 +28%
NME
1495
Notis-McConarty Edward
$916K
SCM
1496
Southport Capital Management
Tennessee
$915K -$877K -16,564 -49%
ECM
1497
Evergreen Capital Management
Washington
$915K +$6.3K +119 +0.7%
MCM
1498
Monarch Capital Management
Indiana
$914K -$52.5K -991 -5%
CC
1499
Cadinha & Co
Hawaii
$914K -$9.37K -177 -1%
MMPW
1500
Mitchell McLeod Pugh & Williams
Alabama
$913K +$17.3K +326 +2%