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Name Holding Trade Value Shares
Change
Change in
Stake
RB
1051
Rodgers Brothers
Pennsylvania
$287K – – –
IWM
1052
IHT Wealth Management
Illinois
$286K -$50.9K -288 -15%
HCM
1053
Howland Capital Management
Massachusetts
$286K -$8.13K -46 -3%
Los Angeles Capital Management
1054
Los Angeles Capital Management
California
$284K – – –
AWM
1055
Altium Wealth Management
New York
$283K -$27.4K -155 -9%
VAM
1056
Verity Asset Management
North Carolina
$283K +$276K +1,561 New
CPIG
1057
Chicago Partners Investment Group
Illinois
$281K -$79K -447 -24%
BJL
1058
Brighton Jones LLC
Washington
$281K -$75.3K -426 -22%
USGIU
1059
U.S. Global Investors (USGI)
Texas
$279K +$272K +1,537 New
BHBT
1060
Burke & Herbert Bank & Trust
Virginia
$278K +$5.3K +30 +2%
CL
1061
Choreo LLC
Illinois
$277K +$270K +1,525 New
NEPWA
1062
New England Private Wealth Advisors
Massachusetts
$276K +$353 +2 +0.1%
ED
1063
Exane Derivatives
France
$275K +$54.6K +309 +26%
PAS
1064
Partnervest Advisory Services
California
$274K -$6.89K -39 -3%
WTC
1065
WhitTier Trust Company
Nevada
$272K -$14.3K -81 -5%
CIAS
1066
Capital Investment Advisory Services
North Carolina
$272K +$146K +826 +122%
FA
1067
FDx Advisors
Illinois
$269K +$262K +1,482 New
GT
1068
Greenleaf Trust
Michigan
$268K -$167K -943 -39%
MA
1069
Mutual Advisors
Nebraska
$267K +$260K +1,470 New
SLG
1070
Stanley-Laman Group
Pennsylvania
$262K +$255K +1,442 New
HCM
1071
Harvest Capital Management
New Hampshire
$258K – – –
QCMA
1072
Quad Capital Management Advisors
New York
$258K +$251K +1,420 New
NWP
1073
Northstar Wealth Partners
Connecticut
$257K -$32.2K -182 -11%
CCG
1074
Cypress Capital Group
Florida
$254K – – –
VST
1075
Van Strum & Towne
California
$254K – – –