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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1101
Ategra Capital Management
Virginia
$1.33M +$106K +713 +9%
NHC
1102
Nicholas Hoffman & Company
Georgia
$1.33M -$168K -1,129 -11%
TFM
1103
TFC Financial Management
Massachusetts
$1.33M
VFA
1104
Valeo Financial Advisors
Indiana
$1.33M -$69.3K -465 -5%
B
1105
Bailard
California
$1.33M +$57.2K +384 +4%
FFWA
1106
FRG Family Wealth Advisors
Washington
$1.32M -$15.2K -102 -1%
HIA
1107
Harbor Investment Advisory
Maryland
$1.31M -$18.8K -126 -1%
AWM
1108
Aberdeen Wealth Management
Illinois
$1.31M -$22.9K -154 -2%
HIC
1109
Holderness Investments Company
North Carolina
$1.31M +$16.7K +112 +1%
CIAS
1110
CFS Investment Advisory Services
New Jersey
$1.31M -$308K -2,065 -18%
MCCP
1111
Mission Creek Capital Partners
California
$1.31M -$170K -1,143 -12%
Jones Financial Companies
1112
Jones Financial Companies
Missouri
$1.3M +$27.6K +185 +2%
PFO
1113
Pathstone Family Office
New Jersey
$1.3M +$279K +1,874 +27%
RIM
1114
Regent Investment Management
Kentucky
$1.3M +$35.6K +239 +3%
MSA
1115
Marino Stram & Associates
Massachusetts
$1.3M +$51.8K +348 +4%
HAC
1116
Harbor Advisory Corp
New Hampshire
$1.3M +$53.5K +359 +4%
AP
1117
Appleton Partners
Massachusetts
$1.3M +$28.2K +189 +2%
PWA
1118
Providence Wealth Advisors
Illinois
$1.29M +$71.1K +477 +6%
AI
1119
Atom Investors
Texas
$1.29M +$67.2K +451 +5%
EM
1120
Excalibur Management
Massachusetts
$1.29M +$99.2K +666 +8%
CFMC
1121
Curbstone Financial Management Corp
New Hampshire
$1.28M
PGA
1122
Portland Global Advisors
Maine
$1.28M
TIA
1123
Tiemann Investment Advisors
California
$1.28M +$250K +1,676 +24%
MWM
1124
Mission Wealth Management
California
$1.28M +$182K +1,224 +17%
GIA
1125
Guyasuta Investment Advisors
Pennsylvania
$1.28M +$128K +861 +11%