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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
826
Great Valley Advisor Group
Delaware
$371K +$482K +2,311 New
BFM
827
Boothbay Fund Management
New York
$369K +$405K +1,942 New
DI
828
Diligent Investors
California
$367K +$404K +1,935 New
WIC
829
Wilkins Investment Counsel
Massachusetts
$366K +$402K +1,928 New
LWM
830
Lyell Wealth Management
California
$365K – – –
CAM
831
Claret Asset Management
Quebec, Canada
$365K +$401K +1,921 New
BFO
832
Boston Family Office
Massachusetts
$365K +$401K +1,924 New
UR
833
USCA RIA
Texas
$364K +$55.7K +267 +16%
DIM
834
DC Investments Management
Virginia
$359K +$394K +1,888 New
BAM
835
Barrett Asset Management
New York
$358K +$29K +139 +8%
FCMC
836
Founders Capital Management (Connecticut)
Connecticut
$357K +$7.72K +37 +2%
WIC
837
Whitegate Investment Counselors
New Hampshire
$357K +$58K +278 +17%
AWM
838
AE Wealth Management
Kansas
$356K -$9.39K -45 -2%
PFPT
839
Pinnacle Financial Partners (Tennessee)
Tennessee
$356K +$386K +1,848 +7,392%
CT
840
Chicago Trust
Illinois
$355K +$48.8K +234 +14%
NME
841
Notis-McConarty Edward
$354K -$7.3K -35 -2%
LWAC
842
Laurel Wealth Advisors (California)
California
$353K +$388K +1,859 New
ACI
843
Alpha Cubed Investments
California
$352K -$15.2K -73 -4%
ANRIA
844
American National Registered Investment Advisor
Texas
$348K +$382K +1,832 New
FMWA
845
Forvis Mazars Wealth Advisors
Missouri
$346K +$380K +1,821 New
WCP
846
Welch Capital Partners
New York
$345K – – –
ANTB
847
AMG National Trust Bank
Colorado
$345K +$3.55K +17 +0.9%
1SB
848
1ST Source Bank
Indiana
$343K +$377K +1,808 New
JGUA
849
John G. Ullman & Associates
New York
$342K – – –
APSP
850
Asset Planning Services (Pennsylvania)
Pennsylvania
$342K +$375K +1,799 New