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Name Holding Trade Value Shares
Change
Change in
Stake
RI
1276
Ridgewood Investments
New Jersey
$415K +$50.4K +638 +14%
SFM
1277
Signature Financial Management
Virginia
$413K +$87.4K +1,107 +27%
GT
1278
Greenleaf Trust
Michigan
$407K -$45.6K -577 -10%
BIA
1279
Barry Investment Advisors
Massachusetts
$407K +$152K +1,927 +62%
HA
1280
Hamel Associates
New Jersey
$406K +$399K +5,050 New
MCP
1281
Mirador Capital Partners
California
$405K +$94.6K +1,198 +30%
PIM
1282
Progressive Investment Management
Oregon
$402K +$11.1K +141 +3%
HIC
1283
Holderness Investments Company
North Carolina
$398K -$165K -2,094 -30%
FFA
1284
First Foundation Advisors
California
$397K +$15.6K +197 +4%
BWM
1285
Biltmore Wealth Management
Arizona
$393K +$100K +1,268 +35%
OI
1286
Oakbrook Investments
Illinois
$392K -$75K -950 -16%
PG
1287
Patten Group
Tennessee
$390K +$2.37K +30 +0.6%
DMC
1288
Drexel Morgan & Co
Pennsylvania
$389K – – –
BLA
1289
Balter Liquid Alternatives
Massachusetts
$387K +$380K +4,807 New
WTB
1290
Washington Trust Bank
Washington
$386K -$130K -1,650 -26%
SAM
1291
Shamrock Asset Management
Texas
$386K -$8.92K -113 -2%
CCA
1292
Cobblestone Capital Advisors
New York
$386K +$30K +380 +9%
GAM
1293
Gould Asset Management
California
$385K – – –
WCA
1294
Westover Capital Advisors
Delaware
$385K +$378K +4,789 New
SCA
1295
Sippican Capital Advisors
Massachusetts
$383K -$32.8K -415 -8%
HH
1296
Hilltop Holdings
Texas
$379K +$75.3K +954 +25%
DT
1297
Diversified Trust
Tennessee
$377K +$139K +1,766 +61%
OIA
1298
OneDigital Investment Advisors
Kansas
$376K +$271K +3,428 New
LWAC
1299
Laurel Wealth Advisors (California)
California
$372K -$44.3K -561 -11%
TCM
1300
Tributary Capital Management
Nebraska
$370K -$23.7K -300 -6%