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Name Holding Trade Value Shares
Change
Change in
Stake
DAC
1676
Dividend Assets Capital
South Carolina
$355K -$1.18K -22 -0.3%
IWA
1677
Inspirion Wealth Advisors
Illinois
$355K +$644 +12 +0.2%
BBNB
1678
Baker Boyer National Bank
Washington
$353K +$1.61K +30 +0.4%
KKAMG
1679
Kernodle & Katon Asset Management Group
Arkansas
$353K +$164K +3,058 +82%
BWA
1680
Burt Wealth Advisors
Maryland
$349K
VWM
1681
Vector Wealth Management
Minnesota
$348K
CFS
1682
Commonwealth Financial Services
West Virginia
$348K +$70.5K +1,313 +24%
FI
1683
FormulaFolio Investments
Michigan
$347K -$935K -17,412 -72%
AMM
1684
American Money Management
California
$345K +$17.4K +325 +5%
MHIC
1685
Marble Harbor Investment Counsel
Massachusetts
$345K +$23.8K +444 +7%
TI
1686
Truepoint Inc
Ohio
$344K -$75.9K -1,415 -18%
CPO
1687
Cerity Partners OCIO
New York
$343K -$14.3K -266 -4%
AT
1688
Acadia Trust
Maine
$342K -$1.77K -33 -0.5%
PCMK
1689
Paragon Capital Management (Kansas)
Kansas
$342K
SHGA
1690
Sand Hill Global Advisors
California
$341K -$42.6K -794 -11%
CWM
1691
Connecticut Wealth Management
Connecticut
$341K +$357K +6,645 New
PPCM
1692
Pillar Pacific Capital Management
California
$339K +$27.4K +511 +9%
DK
1693
Darrell & King
Virginia
$338K
AC
1694
Avenir Corporation
Virginia
$338K +$43.5K +810 +14%
C
1695
CFO4Life
Texas
$337K -$24K -448 -6%
CAS
1696
Cue Advisory Services
Arizona
$337K +$117K +2,183 +51%
GIA
1697
Granite Investment Advisors
New Hampshire
$336K -$147K -2,732 -30%
WRM
1698
Westport Resources Management
Connecticut
$334K -$345K -6,421 -50%
HIS
1699
Horizon Investment Services
Indiana
$333K -$82K -1,527 -19%
KFA
1700
Kelleher Financial Advisors
New York
$331K +$9.34K +174 +3%