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Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
851
Gamble Jones Investment Counsel
California
$504K
RTC
852
Riverview Trust Company
Washington
$503K
DBIA
853
Dumont & Blake Investment Advisors
New Jersey
$497K +$4K +25 +0.8%
ITIM
854
Indiana Trust & Investment Management
Indiana
$496K +$47.1K +295 +10%
VCA
855
Verdence Capital Advisors
Maryland
$495K -$29.6K -185 -5%
CT
856
Coastline Trust
Rhode Island
$495K -$1.6K -10 -0.3%
RIM
857
Regent Investment Management
Kentucky
$494K
SIM
858
Sentry Investment Management
Wisconsin
$487K -$136K -851 -21%
HT
859
Heritage Trust
Oklahoma
$479K -$3.04K -19 -0.6%
MCM
860
Murphy Capital Management
New Jersey
$476K +$230K +1,440 +82%
QCG
861
Quadrant Capital Group
Ohio
$474K +$135K +845 +36%
WPA
862
West Paces Advisors
Georgia
$473K +$37.9K +237 +8%
LWM
863
Laidlaw Wealth Management
New York
$473K +$3.2K +20 +0.6%
GIA
864
Guyasuta Investment Advisors
Pennsylvania
$471K
CLOS
865
Compagnie Lombard Odier SCmA
Switzerland
$468K +$304K +1,900 +153%
OWM
866
OneAscent Wealth Management
Alabama
$468K +$501K +3,133 New
FMII
867
Farmers & Merchants Investments Inc
Nebraska
$465K +$463K +2,899 +1,361%
CB
868
Cooke & Bieler
Pennsylvania
$464K
PCA
869
Pallas Capital Advisors
Massachusetts
$463K +$436K +2,730 New
WSCM
870
Wellington Shields Capital Management
New York
$462K -$479K -3,000 -49%
H
871
HoyleCohen
California
$462K -$87.9K -550 -15%
BHWM
872
Bar Harbor Wealth Management
New Hampshire
$462K
Walleye Trading
873
Walleye Trading
New York
$462K +$145K +908 +41%
ADMI
874
Albert D. Mason Inc
Massachusetts
$460K -$7.67K -48 -2%
9WM
875
9258 Wealth Management
Ohio
$459K +$28.4K +178 +6%