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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
801
Clean Yield Group
Vermont
$5.85M +$437K +1,734 +9%
CIA
802
Choate Investment Advisors
Massachusetts
$5.81M +$135K +537 +3%
O
803
Ossiam
France
$5.81M +$5.21M +20,670 New
CFO
804
Callan Family Office
Pennsylvania
$5.81M +$131K +520 +3%
GWMIA
805
Global Wealth Management Investment Advisory
Florida
$5.8M +$308K +1,224 +6%
OPA
806
Old Port Advisors
Maine
$5.79M +$5.54K +22 +0.1%
PVI
807
Pine Valley Investments
New Jersey
$5.78M +$54.7K +217 +1%
WTA
808
Washington Trust Advisors
Massachusetts
$5.75M -$85.7K -340 -2%
FWM
809
Focused Wealth Management
New York
$5.75M +$1.38M +5,491 +37%
AIP
810
Almanack Investment Partners
Pennsylvania
$5.73M +$4.7M +18,659 +1,087%
GT
811
Greenleaf Trust
Michigan
$5.73M -$25.4K -101 -0.5%
ACM
812
Alpha Capital Management
Texas
$5.73M +$112K +443 +2%
BP
813
Ballentine Partners
Massachusetts
$5.72M +$9.07K +36 +0.2%
CFM
814
Compass Financial Management
Florida
$5.7M +$5.55M +22,033 New
OHIS
815
Oak Harvest Investment Services
Texas
$5.68M +$273K +1,084 +6%
OBAM
816
ODDO BHF Asset Management
France
$5.68M -$213K -847 -4%
AAM
817
Azzad Asset Management
Virginia
$5.67M -$1.17M -4,656 -19%
OCA
818
OpenArc Corporate Advisory
Georgia
$5.66M -$165K -656 -3%
CPIG
819
Chicago Partners Investment Group
Illinois
$5.66M +$832K +3,302 +14%
Capstone Investment Advisors
820
Capstone Investment Advisors
New York
$5.65M -$33.2M -131,638 -87%
MAM
821
Mystic Asset Management
Rhode Island
$5.62M -$44.3K -176 -0.9%
ATPW
822
Ashton Thomas Private Wealth
Arizona
$5.61M +$296K +1,174 +6%
GAA
823
Green Alpha Advisors
Colorado
$5.6M -$67.3K -267 -1%
MA
824
MONECO Advisors
Connecticut
$5.6M +$1.42M +5,654 +40%
GF
825
Gabelli Funds
New York
$5.6M -$23.9K -95 -0.5%