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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1101
Capital Bank & Trust
California
$216K +$202K +1,565 New
SMA
1102
Sage Mountain Advisors
Georgia
$215K +$200K +1,555 New
AC
1103
Alexandria Capital
Virginia
$215K +$201K +1,557 New
BFO
1104
Boston Family Office
Massachusetts
$215K +$201K +1,557 New
WA
1105
Winfield Associates
Ohio
$214K +$200K +1,550 New
BDFN
1106
Bond & Devick Financial Network
Minnesota
$212K +$198K +1,534 New
HIA
1107
Harbor Investment Advisory
Maryland
$211K +$258 +2 +0.1%
ACP
1108
Aviance Capital Partners
Florida
$211K +$196K +1,524 New
PA
1109
Perennial Advisors
New York
$209K
CHAM
1110
Clear Harbor Asset Management
Connecticut
$209K +$195K +1,513 New
ICG
1111
InterOcean Capital Group
Tennessee
$208K +$194K +1,505 New
CVM
1112
Cheviot Value Management
California
$207K +$193K +1,496 New
MFW
1113
Meristem Family Wealth
Minnesota
$207K +$193K +1,500 New
BUB
1114
BBVA USA Bancshares
Texas
$207K +$194K +1,502 New
CA
1115
Centerpoint Advisors
Massachusetts
$206K -$38.7K -300 -17%
WT
1116
Washington Trust
Rhode Island
$203K
SSWM
1117
Sheets Smith Wealth Management
North Carolina
$203K +$189K +1,466 New
MA
1118
Mutual Advisors
Nebraska
$203K +$189K +1,467 New
HDIM
1119
Hanson & Doremus Investment Management
Vermont
$202K +$645 +5 +0.3%
AIM
1120
Avity Investment Management
Connecticut
$201K -$35.5K -275 -16%
OIA
1121
OneDigital Investment Advisors
Kansas
$201K +$187K +1,453 New
BBHC
1122
Brown Brothers Harriman & Co
New York
$200K -$148K -1,148 -44%
LCM
1123
Logan Capital Management
Pennsylvania
$191K -$198K -1,534 -53%
VCM
1124
Vigilant Capital Management
Maine
$186K
AIM
1125
Axiom Investment Management
New York
$182K +$169K +1,309 New