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Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1526
Grove Bank & Trust
Florida
$356K +$40.4K +207 +13%
CCG
1527
Chatham Capital Group
Georgia
$354K -$2.15K -11 -0.6%
MWM
1528
MinichMacGregor Wealth Management
New York
$354K +$300K +1,539 +426%
LC
1529
Lourd Capital
California
$352K -$3.32K -17 -0.9%
FNT
1530
First Nebraska Trust
Nebraska
$351K
RIM
1531
Regent Investment Management
Kentucky
$350K
HT
1532
Heritage Trust
Oklahoma
$350K +$231K +1,183 +192%
GRP
1533
Global Retirement Partners
California
$349K -$16K -82 -4%
BCWM
1534
Blue Chip Wealth Management
Florida
$349K +$14.6K +75 +4%
NIA
1535
Northstar Investment Advisors
Colorado
$348K -$19.5K -100 -5%
PHS
1536
Pekin Hardy Strauss
Illinois
$348K -$8.97K -46 -3%
CGA
1537
Crescent Grove Advisors
Illinois
$345K +$1.76K +9 +0.5%
Rockefeller Capital Management
1538
Rockefeller Capital Management
New York
$345K +$11.7K +60 +4%
AIA
1539
Alera Investment Advisors
Illinois
$345K +$346K +1,772 New
FA
1540
Financial Advisors
Massachusetts
$345K +$346K +1,773 New
NFG
1541
Nadler Financial Group
Illinois
$344K +$1.37K +7 +0.4%
BFO
1542
Biltmore Family Office
North Carolina
$343K +$9.36K +48 +3%
PPSG
1543
Princeton Portfolio Strategies Group
New Jersey
$342K
WA
1544
WealthTrust-Arizona
Arizona
$342K +$195 +1 +0.1%
PFGIA
1545
Patriot Financial Group Insurance Agency
Massachusetts
$342K +$273K +1,399 +389%
HTHT
1546
Hemenway Trust Hemenway Trust
New Hampshire
$340K -$2.93K -15 -0.9%
LC
1547
Landaas & Company
Wisconsin
$340K
FA
1548
Fortis Advisors
Pennsylvania
$339K +$2.34K +12 +0.7%
FAM
1549
Fenimore Asset Management
New York
$338K
SWA
1550
Stratos Wealth Advisors
Ohio
$338K +$339K +1,739 New