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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1551
Biltmore Family Office
North Carolina
$982K +$436 +10 +0%
MGIA
1552
Moneta Group Investment Advisors
Missouri
$981K -$153K -3,504 -12%
WG
1553
Winton Group
United Kingdom
$981K +$18.7K +429 +2%
CPA
1554
Capital Planning Advisors
California
$979K -$1.33M -30,580 -55%
TA
1555
TFG Advisers
Michigan
$979K -$139K -3,183 -11%
DBRC
1556
D.B. Root & Company
Pennsylvania
$979K -$19.9K -457 -2%
HCP
1557
Holt Capital Partners
Texas
$975K -$113K -2,595 -9%
BOPW
1558
Brandywine Oak Private Wealth
Pennsylvania
$972K +$52K +1,192 +5%
GIM
1559
Grassi Investment Management
California
$970K -$1.29M -29,682 -55%
PA
1560
PFG Advisors
Arizona
$969K +$12.6K +288 +1%
HI
1561
Human Investing
Oregon
$969K +$235K +5,394 +28%
LWM
1562
Lionsbridge Wealth Management
Florida
$967K +$16.1K +369 +2%
BA
1563
Bristlecone Advisors
Washington
$958K +$80.5K +1,848 +8%
RCA
1564
Rowland Carmichael Advisors
Arizona
$956K +$198K +4,551 +23%
MWA
1565
Meridian Wealth Advisors
Texas
$955K -$197K -4,526 -16%
GBT
1566
Grove Bank & Trust
Florida
$949K -$46.8K -1,073 -4%
OPPTF
1567
OPSEU Pension Plan Trust Fund
Ontario, Canada
$946K +$120K +2,743 +13%
WSCM
1568
Wellington Shields Capital Management
New York
$943K -$17.6K -403 -2%
VIM
1569
Vista Investment Management
Pennsylvania
$943K +$106K +2,432 +11%
STA
1570
Summit Trail Advisors
New York
$943K +$671K +15,388 +171%
EBT
1571
Enterprise Bank & Trust
Massachusetts
$942K -$138K -3,170 -12%
FSA
1572
Financial Sense Advisors
California
$938K -$7.89K -181 -0.8%
TAM
1573
Trust Asset Management
Texas
$938K +$319K +7,324 +44%
OAM
1574
Occidental Asset Management
California
$936K +$44 +1 +0%
RI
1575
Ridgewood Investments
New Jersey
$934K +$174K +3,993 +20%