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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1051
Clean Yield Group
Vermont
$2.98M -$94.1K -1,965 -3%
BJL
1052
Brighton Jones LLC
Washington
$2.97M -$65K -1,357 -2%
PGAM
1053
Princeton Global Asset Management
New Jersey
$2.95M +$37.7K +787 +1%
BOC
1054
Barbara Oil Co
Illinois
$2.94M
PWMAG
1055
Pinnacle Wealth Management Advisory Group
New Jersey
$2.94M -$216K -4,511 -6%
CWS
1056
Confluence Wealth Services
Pennsylvania
$2.94M +$180K +3,763 +6%
HIC
1057
Holderness Investments Company
North Carolina
$2.93M -$119K -2,477 -3%
SAM
1058
Sompo Asset Management
Japan
$2.93M -$94.8K -1,980 -3%
PCA
1059
Personal Capital Advisors
California
$2.91M +$141K +2,954 +5%
AP
1060
Appleton Partners
Massachusetts
$2.91M +$31.4K +656 +1%
IC
1061
Inscription Capital
Texas
$2.9M +$1.05M +21,999 +48%
PTC
1062
Private Trust Company
Ohio
$2.89M -$291K -6,077 -8%
VFA
1063
Valeo Financial Advisors
Indiana
$2.87M -$480K -10,033 -13%
RWA
1064
Ropes Wealth Advisors
Massachusetts
$2.87M +$112K +2,347 +4%
FC
1065
Forte Capital
New York
$2.85M +$587K +12,253 +22%
SFO
1066
Stokes Family Office
Louisiana
$2.85M -$63K -1,316 -2%
MGP
1067
Metis Global Partners
California
$2.85M -$16.4K -343 -0.5%
ACM
1068
Alta Capital Management
Utah
$2.85M +$56.5K +1,180 +2%
BONH
1069
Bank of New Hampshire
New Hampshire
$2.84M -$31.2K -652 -1%
LA
1070
Lifeworks Advisors
Michigan
$2.83M +$668K +13,952 +27%
DDC
1071
DF Dent & Co
Maryland
$2.81M -$67.2K -1,404 -2%
UCI
1072
Uncommon Cents Investing
Wisconsin
$2.81M +$64.9K +1,355 +2%
IA
1073
IFP Advisors
Florida
$2.8M
MCM
1074
Murphy Capital Management
New Jersey
$2.8M -$8.76K -183 -0.3%
APP
1075
Avantax Planning Partners
Iowa
$2.8M +$412K +8,601 +15%