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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1951
WrapManager Inc
California
$456K -$6.88K -159 -1%
LIG
1952
Lokken Investment Group
Delaware
$455K +$1.17K +27 +0.2%
IIM
1953
InTrack Investment Management
Vermont
$455K +$106K +2,452 +25%
BWA
1954
Bordeaux Wealth Advisors
California
$454K +$120K +2,764 +29%
SAM
1955
SignalPoint Asset Management
Missouri
$453K +$433 +10 +0.1%
EL
1956
Essex LLC
Illinois
$453K +$65.8K +1,520 +14%
CS
1957
Cannell & Spears
New York
$451K
PRA
1958
Pine Ridge Advisers
New York
$449K
IWA
1959
IVC Wealth Advisors
Pennsylvania
$449K +$33.2K +767 +7%
PP
1960
PDS Planning
Ohio
$448K -$27.2K -628 -5%
LNWTC
1961
Laird Norton Wetherby Trust Company
Washington
$448K -$12.9K -298 -2%
CCM
1962
Cribstone Capital Management
Maine
$448K +$21.2K +490 +4%
AWM
1963
Avior Wealth Management
Nebraska
$447K +$11.8K +272 +2%
MC
1964
Matisse Capital
Oregon
$445K
VBCG
1965
Valley Brook Capital Group
Pennsylvania
$444K -$16.2K -375 -3%
TA
1966
TFG Advisers
Michigan
$444K -$9.73K -225 -2%
CPSAC
1967
Chas P. Smith & Associates (CPS)
Florida
$444K +$32.2K +745 +7%
WPC
1968
Wedmont Private Capital
Pennsylvania
$444K +$98.4K +2,274 +24%
SIC
1969
Sterling Investment Counsel
New York
$442K -$30.7K -710 -6%
SW
1970
SlateStone Wealth
Florida
$442K +$272K +6,287 +114%
HI
1971
Humankind Investments
New York
$441K +$23.1K +533 +5%
DSC
1972
Duncker Streett & Co
Missouri
$439K -$108K -2,486 -17%
PPP
1973
Private Portfolio Partners
New Jersey
$439K +$66.3K +1,533 +15%
TW
1974
Towerpoint Wealth
California
$438K -$1.17K -27 -0%
CAM
1975
CenterStar Asset Management
Illinois
$438K