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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1851
Cobblestone Capital Advisors
New York
$420K -$9.38K -35 -2%
GITFIT
1852
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$420K -$40.2K -150 -9%
CJFS
1853
Coulter & Justus Financial Services
Tennessee
$420K – – –
SPWM
1854
Spartan Planning & Wealth Management
North Carolina
$420K +$429K +1,599 New
GLA
1855
Good Life Advisors
Pennsylvania
$419K +$9.38K +35 +2%
GWANC
1856
Guardian Wealth Advisors (North Carolina)
North Carolina
$416K – – –
MA
1857
MJP Associates
Connecticut
$415K +$20.6K +77 +5%
SP
1858
Successful Portfolios
Florida
$414K – – –
FFBTD
1859
First Financial Bank - Trust Division
Ohio
$414K +$423K +1,577 New
BAM
1860
Baldrige Asset Management
Pennsylvania
$413K +$4.02K +15 +1%
WIA
1861
World Investment Advisors
California
$413K -$106K -394 -20%
SC
1862
SRB Corp
Massachusetts
$412K -$41.5K -155 -9%
WFM
1863
Wolff Financial Management
Michigan
$412K – – –
PI
1864
PFS Investments
Georgia
$412K +$7.24K +27 +2%
FAM
1865
Fenimore Asset Management
New York
$411K – – –
AWAU
1866
Alliance Wealth Advisors (Utah)
Utah
$409K +$418K +1,558 New
CAAS
1867
Capital Asset Advisory Services
Michigan
$408K +$268 +1 +0.1%
BFO
1868
Biltmore Family Office
North Carolina
$406K -$15.5K -58 -4%
TFCP
1869
Twin Focus Capital Partners
Massachusetts
$406K -$804 -3 -0.2%
EWA
1870
ERTS Wealth Advisors
Michigan
$406K -$268 -1 -0.1%
CAMG
1871
CWA Asset Management Group
Florida
$406K +$126K +469 +44%
CST
1872
Charles Schwab Trust
Nevada
$405K -$33.2K -124 -7%
AI
1873
Accredited Investors
Minnesota
$405K +$9.65K +36 +2%
PIA
1874
Petredis Investment Advisors
Pennsylvania
$404K +$413K +1,540 New
NRS
1875
Neville Rodie & Shaw
New York
$402K – – –