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Name Holding Trade Value Shares
Change
Change in
Stake
BT
1326
Beacon Trust
New Jersey
$941K +$486K +4,982 +123%
YWP
1327
YorkBridge Wealth Partners
New York
$941K +$928K +9,520 New
CIM
1328
CenturyLink Investment Management
Colorado
$939K -$28.5K -292 -3%
TPWA
1329
TRUE Private Wealth Advisors
Oregon
$939K +$58.2K +597 +8%
DJSG
1330
D.J. St. Germain
Massachusetts
$936K +$116K +1,194 +15%
MRCM
1331
M&R Capital Management
New Jersey
$929K -$73.1K -750 -8%
BSW
1332
Buckingham Strategic Wealth
Missouri
$923K -$164K -1,681 -16%
LW
1333
Linscomb Wealth
Texas
$917K +$19.5K +200 +2%
S
1334
SignatureFD
Georgia
$915K +$84.7K +869 +11%
DDC
1335
DF Dent & Co
Maryland
$912K – – –
FUBT
1336
First United Bank & Trust
Maryland
$908K +$42.1K +432 +5%
PFC
1337
Phocas Financial Corp
California
$901K -$701K -7,189 -45%
WPC
1338
White Pine Capital
Minnesota
$898K -$15.8K -162 -2%
BW
1339
Bison Wealth
Georgia
$895K +$2.05K +21 +0.2%
CT
1340
Coastline Trust
Rhode Island
$886K -$10K -103 -1%
JCM
1341
Jacobi Capital Management
Pennsylvania
$884K -$17.2K -176 -2%
TWA
1342
TCI Wealth Advisors
Arizona
$882K +$15.7K +161 +2%
SCA
1343
Sippican Capital Advisors
Massachusetts
$876K -$3.22K -33 -0.4%
DSI
1344
Daiwa SB Investments
Japan
$875K -$18.5K -190 -2%
AI
1345
Accredited Investors
Minnesota
$875K +$3.31K +34 +0.4%
SA
1346
Sicart Associates
New York
$875K +$818K +8,393 New
IIC
1347
Integrated Investment Consultants
Michigan
$873K +$73.6K +755 +10%
MIS
1348
Morningstar Investment Services
Illinois
$869K -$1.23M -12,664 -60%
SI
1349
Sprott Inc
Ontario, Canada
$868K -$436K -4,475 -35%
BA
1350
Birinyi Associates
Connecticut
$865K -$1.25M -12,848 -61%