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Name Holding Trade Value Shares
Change
Change in
Stake
APG
1901
Abacus Planning Group
South Carolina
$1.01M +$12.3K +49 +1%
HKAM
1902
Horizon Kinetics Asset Management
New York
$1M -$3.78K -15 -0.4%
IAS
1903
IMA Advisory Services
Colorado
$1M +$202K +801 +29%
BCM
1904
Basso Capital Management
Connecticut
$999K -$84.4K -335 -9%
PFSC
1905
Peoples Financial Services Corp
Pennsylvania
$996K -$12.6K -50 -1%
TDB
1906
Thompson David Blair
$996K +$892K +3,542 New
BFO
1907
Biltmore Family Office
North Carolina
$994K -$32.3K -128 -3%
MSS
1908
Mitchell Sinkler & Starr
Pennsylvania
$993K +$3.78K +15 +0.4%
IAS
1909
Investment Advisory Services
Texas
$992K +$6.55K +26 +0.7%
MC
1910
Middleton & Co
Massachusetts
$990K +$440K +1,745 +98%
IPW
1911
Intergy Private Wealth
Colorado
$988K +$12.6K +50 +1%
SDIC
1912
South Dakota Investment Council
South Dakota
$988K -$25.2K -100 -3%
ITIM
1913
Indiana Trust & Investment Management
Indiana
$987K – – –
SF
1914
Symphony Financial
Texas
$986K +$274K +1,087 +44%
WIS
1915
Wright Investors Service
Connecticut
$985K -$498K -1,975 -36%
MFS
1916
Monetta Financial Services
Illinois
$984K +$882K +3,500 New
IFWM
1917
Institute for Wealth Management
Colorado
$984K +$9.07K +36 +1%
CA
1918
CWC Advisors
Oregon
$984K +$16.6K +66 +2%
TGIA
1919
Torrey Growth & Income Advisors
California
$983K -$50.4K -200 -5%
ACM
1920
Alessandra Capital Management
California
$981K -$427K -1,695 -33%
RS
1921
Rakuten Securities
Japan
$981K +$533K +2,116 +154%
ATS
1922
Ashton Thomas Securities
New York
$979K +$64.8K +257 +8%
BLC
1923
Brown, Lisle/Cummings
Rhode Island
$979K +$147K +582 +20%
BB
1924
Berkshire Bank
Massachusetts
$977K +$4.54K +18 +0.5%
SAM
1925
Secure Asset Management
Michigan
$977K -$102K -405 -10%