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Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
1226
Twin Lakes Capital Management
California
$315K – – –
HDIM
1227
Hanson & Doremus Investment Management
Vermont
$315K +$9.55K +29 +3%
BAM
1228
Blueshift Asset Management
New Jersey
$315K -$169K -512 -37%
CAM
1229
Carret Asset Management
New York
$314K -$78.7K -239 -22%
HFS
1230
Hantz Financial Services
Michigan
$314K +$285K +865 New
CWA
1231
CJM Wealth Advisers
Virginia
$314K – – –
LTAS
1232
Linden Thomas Advisory Services
North Carolina
$313K +$284K +862 New
EDRH
1233
Edmond de Rothschild Holding
Switzerland
$311K – – –
NDSI
1234
Newman Dignan & Sheerar Inc
Rhode Island
$311K – – –
MSR
1235
Main Street Research
Connecticut
$311K – – –
EP
1236
Eudaimonia Partners
Tennessee
$307K -$7.24K -22 -3%
HVIA
1237
Hudson Valley Investment Advisors
New York
$307K +$9.55K +29 +4%
MCM
1238
Marathon Capital Management
Maryland
$307K – – –
EWA
1239
EverSource Wealth Advisors
Alabama
$306K -$40.5K -123 -13%
HFAS
1240
Hummer Financial Advisory Services
Illinois
$305K – – –
MGWM
1241
Marks Group Wealth Management
Minnesota
$304K -$10.2K -31 -4%
AWA
1242
Aaron Wealth Advisors
Illinois
$304K +$276K +837 New
IIC
1243
Integrated Investment Consultants
Michigan
$304K +$276K +837 New
PCP
1244
Proficio Capital Partners
Massachusetts
$304K +$10.2K +31 +4%
AA
1245
Addison Advisors
Vermont
$304K -$4.94K -15 -2%
AWA
1246
Arkadios Wealth Advisors
Georgia
$304K -$91.5K -278 -25%
SL
1247
Sentry LLC
Tennessee
$303K -$10.2K -31 -4%
PFPT
1248
Pinnacle Financial Partners (Tennessee)
Tennessee
$303K +$271K +822 +6,850%
BFO
1249
Boston Family Office
Massachusetts
$302K +$274K +831 New
GHAM
1250
Gilman Hill Asset Management
Connecticut
$302K – – –