Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
1876
Pine Haven Investment Counsel
Massachusetts
$558K – – –
JCM
1877
Jacobsen Capital Management
Utah
$557K -$12.6K -24 -2%
RL
1878
Rogco LP
Oklahoma
$556K +$572K +1,090 New
EB
1879
Exchange Bank
California
$554K +$37.2K +71 +7%
CPA
1880
Cardiff Park Advisors
California
$554K +$34.1K +65 +6%
TA
1881
TFB Advisors
Kansas
$554K +$120K +228 +27%
BIA
1882
Bigelow Investment Advisors
Maine
$553K +$7.87K +15 +1%
MFG
1883
Menard Financial Group
Texas
$553K +$569K +1,085 New
APWM
1884
Argonautica Private Wealth Management
Massachusetts
$552K +$10.5K +20 +2%
EWM
1885
Evermay Wealth Management
Virginia
$550K – – –
NAG
1886
Northstar Advisory Group
New Jersey
$550K +$566K +1,078 New
MCM
1887
Maple Capital Management
Vermont
$549K -$85K -162 -13%
SAG
1888
Spotlight Asset Group
Illinois
$549K +$39.3K +75 +7%
ATC
1889
Adirondack Trust Company
New York
$549K – – –
AMBIA
1890
Allen Mooney & Barnes Investment Advisors
Georgia
$548K +$25.2K +48 +5%
PPW
1891
Parcion Private Wealth
Washington
$548K +$116K +221 +26%
APA
1892
Astoria Portfolio Advisors
New York
$547K -$55.6K -106 -9%
PCMU
1893
Paragon Capital Management (Utah)
Utah
$547K +$562K +1,072 New
SPWM
1894
Spartan Planning & Wealth Management
North Carolina
$547K +$562K +1,072 New
PWM
1895
Prentice Wealth Management
New York
$546K -$3.15K -6 -0.6%
CC
1896
Commons Capital
Massachusetts
$545K +$17.3K +33 +3%
TFA
1897
Toth Financial Advisory
Virginia
$544K +$241K +459 +76%
DCM
1898
Dupont Capital Management
Delaware
$544K -$21.3M -40,541 -97%
TW
1899
TrinityPoint Wealth
Connecticut
$543K – – –
RMCM
1900
Reynders McVeigh Capital Management
Massachusetts
$543K +$525 +1 +0.1%