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Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
876
RPg Family Wealth Advisory
Massachusetts
$261K +$171K +610 +211%
S
877
SimplyRich
California
$257K – – –
FIB
878
First Interstate Bank
Montana
$257K +$132K +468 +112%
SWA
879
Sutton Wealth Advisors
Florida
$255K – – –
ITIM
880
Indiana Trust & Investment Management
Indiana
$254K -$193K -685 -44%
CG
881
Colony Group
Massachusetts
$253K -$172K -611 -41%
MCM
882
Maple Capital Management
Vermont
$252K -$4.22K -15 -2%
BRWA
883
B. Riley Wealth Advisors
Florida
$250K -$62.7K -223 -21%
NG
884
NatWest Group
United Kingdom
$247K – – –
NCM
885
Northside Capital Management
Oregon
$247K – – –
VFA
886
Valeo Financial Advisors
Indiana
$246K -$40.2K -143 -17%
AL
887
Aspiriant LLC
California
$246K +$238K +848 New
SFSG
888
Stearns Financial Services Group
North Carolina
$245K – – –
RC
889
Roundview Capital
New Jersey
$244K -$127K -450 -35%
EHWM
890
Eads & Heald Wealth Management
Georgia
$242K -$9.28K -33 -4%
WPC
891
Waters Parkerson & Co
Louisiana
$242K – – –
FLII
892
First Long Island Investors
New York
$241K – – –
PWLP
893
Prio Wealth Limited Partnership
Massachusetts
$241K +$562 +2 +0.2%
BW
894
Bison Wealth
Georgia
$240K +$21.1K +75 +10%
YIA
895
YHB Investment Advisors
Connecticut
$239K -$14.1K -50 -6%
MF
896
Magnetar Financial
Illinois
$239K +$232K +825 New
CANC
897
Culbertson A N & Co
Virginia
$238K – – –
POIA
898
Pin Oak Investment Advisors
Texas
$238K – – –
SCM
899
Southport Capital Management
Tennessee
$238K – – –
CAM
900
Cypress Asset Management
Texas
$237K -$92.8K -330 -29%