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Name Holding Trade Value Shares
Change
Change in
Stake
WRM
1476
Weybosset Research & Management
Rhode Island
$358K +$14.8K +75 +5%
PHAM
1477
Palisades Hudson Asset Management
Florida
$357K -$43.4K -220 -11%
CC
1478
Capital Counsel
New York
$357K
BCWM
1479
Blue Chip Wealth Management
Florida
$356K +$21.7K +110 +7%
BFO
1480
Biltmore Family Office
North Carolina
$355K
Rockefeller Capital Management
1481
Rockefeller Capital Management
New York
$354K
CFSG
1482
Community Financial Services Group
Vermont
$352K
SP
1483
Successful Portfolios
Florida
$352K
AOWM
1484
Alpha Omega Wealth Management
Virginia
$350K
CTI
1485
Community Trust & Investment
Kentucky
$350K +$2.76K +14 +0.8%
JFA
1486
JNBA Financial Advisors
Minnesota
$350K +$107K +542 +47%
ICM
1487
IMS Capital Management
Oregon
$349K -$4.14K -21 -1%
VNB
1488
Virginia National Bank
Virginia
$347K +$330K +1,675 New
EAM
1489
Evanson Asset Management
California
$346K -$110K -558 -25%
SPI
1490
Santori & Peters Inc
Pennsylvania
$346K
PWPS
1491
Pinnacle Wealth Planning Services
Ohio
$345K +$394 +2 +0.1%
FWP
1492
FAS Wealth Partners
Kansas
$345K +$8.28K +42 +3%
JWA
1493
JFS Wealth Advisors
Pennsylvania
$345K +$16K +81 +5%
DCM
1494
Driehaus Capital Management
Illinois
$345K +$114K +576 +53%
CVM
1495
Cheviot Value Management
California
$344K -$2.96K -15 -0.9%
CAM
1496
Cozad Asset Management
Illinois
$344K +$20.9K +106 +7%
GBT
1497
Grove Bank & Trust
Florida
$336K -$21.1K -107 -6%
HCA
1498
Harbour Capital Advisors
Virginia
$336K -$2.96K -15 -0.9%
DWM
1499
Dynasty Wealth Management
Florida
$336K +$319K +1,619 New
CA
1500
Continuum Advisory
Idaho
$335K -$177K -897 -36%