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Name Holding Trade Value Shares
Change
Change in
Stake
RC
1101
Roundview Capital
New Jersey
$394K -$13.4K -103 -3%
MBTD
1102
Mechanics Bank - Trust Department
California
$394K -$349K -2,674 -46%
FAM
1103
Fulcrum Asset Management
United Kingdom
$394K +$59.6K +457 +17%
CCA
1104
Childress Capital Advisors
Texas
$393K -$56.3K -432 -12%
HAM
1105
Harmony Asset Management
Arizona
$390K -$129K -989 -24%
SFG
1106
Strive Financial Group
Indiana
$390K +$404K +3,096 New
HIC
1107
Hartline Investment Corp
Illinois
$389K -$22.6K -173 -5%
SAM
1108
Secure Asset Management
Michigan
$388K +$45.8K +351 +13%
DAM
1109
Diamant Asset Management
Connecticut
$388K -$28.7K -220 -7%
Mount Yale Investment Advisors
1110
Mount Yale Investment Advisors
Colorado
$385K -$135K -1,034 -25%
Ameritas Advisory Services
1111
Ameritas Advisory Services
Nebraska
$383K +$341K +2,615 +614%
Sagespring Wealth Partners
1112
Sagespring Wealth Partners
Tennessee
$382K +$76.4K +586 +24%
Chilton Investment Company
1113
Chilton Investment Company
Connecticut
$381K -$96.9K -743 -20%
KP
1114
Keel Point
Alabama
$379K -$52.4K -402 -12%
BWM
1115
Blossom Wealth Management
California
$379K +$7.96K +61 +2%
MWA
1116
Martel Wealth Advisors
Washington
$377K – – –
II
1117
Ibex Investors
Colorado
$377K +$391K +3,000 New
BFG
1118
Birch Financial Group
New Hampshire
$377K +$18.5K +142 +5%
BW
1119
Blalock Williams
Alabama
$376K -$172K -1,316 -31%
HBK Sorce Advisory
1120
HBK Sorce Advisory
Pennsylvania
$375K -$92.3K -708 -19%
Fisher Asset Management
1121
Fisher Asset Management
Washington
$374K +$78.1K +599 +25%
BWM
1122
Baron Wealth Management
Michigan
$373K +$161K +1,235 +71%
BDL
1123
Banque de Luxembourg
Luxembourg
$372K +$340K +2,609 +754%
RP
1124
Riverwater Partners
Wisconsin
$371K +$13.4K +103 +4%
CCFM
1125
Clear Creek Financial Management
Washington
$370K +$383K +2,940 New