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Name Holding Trade Value Shares
Change
Change in
Stake
FVCM
1551
F&V Capital Management
Florida
$540K -$98.2K -2,000 -15%
SA
1552
Sicart Associates
New York
$538K
LIC
1553
Lodestar Investment Counsel
Illinois
$537K
SBWM
1554
Sunflower Bank Wealth Management
Arizona
$534K
PAM
1555
Peak Asset Management
Colorado
$534K +$49.1K +1,000 +10%
NQWM
1556
Northwest Quadrant Wealth Management
Oregon
$532K -$4.91K -100 -1%
BA
1557
BKS Advisors
Michigan
$532K +$1.97K +40 +0.4%
RSA
1558
Robertson Stephens Advisors
California
$529K
HCP
1559
Holt Capital Partners
Texas
$523K
SFA
1560
Sequoia Financial Advisors
Ohio
$522K +$71.7K +1,460 +16%
MC
1561
Matisse Capital
Oregon
$522K +$78.6K +1,600 +17%
TPWA
1562
TRUE Private Wealth Advisors
Oregon
$521K -$1.97K -40 -0.4%
DWM
1563
Doyle Wealth Management
Florida
$519K +$39.3K +800 +8%
BCM
1564
Bourgeon Capital Management
Connecticut
$519K +$56K +1,140 +12%
TWM
1565
Torch Wealth Management
Ohio
$518K +$44.2K +900 +9%
MCM
1566
Maple Capital Management
Vermont
$517K +$60.9K +1,240 +13%
HA
1567
Hamel Associates
New Jersey
$516K -$18.7K -380 -3%
TIM
1568
Tortoise Investment Management
New York
$515K
GIM
1569
Grassi Investment Management
California
$514K +$24.6K +500 +5%
MCP
1570
Mirador Capital Partners
California
$512K +$314K +6,400 +150%
HI
1571
Harrington Investments
California
$511K +$523K +10,640 New
RFA
1572
Reilly Financial Advisors
California
$510K +$14.7K +300 +3%
CNBT
1573
Canandaigua National Bank & Trust
New York
$509K +$38.3K +780 +8%
PV
1574
Private Vista
Illinois
$507K +$518K +10,540 New
FIM
1575
Frontier Investment Management
Texas
$506K -$172K -3,500 -25%