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Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
1901
E.S. Barr & Co
Kentucky
$437K – – –
SAA
1902
Southeast Asset Advisors
Georgia
$436K -$14.3K -178 -3%
GPA
1903
Garrison Point Advisors
California
$436K -$4.01K -50 -0.9%
STA
1904
Summit Trail Advisors
New York
$435K +$104K +1,292 +32%
IC
1905
InterOcean Capital
Illinois
$432K +$74.2K +926 +21%
MIC
1906
Meridian Investment Counsel
California
$430K +$240 +3 +0.1%
LSC
1907
Lesa Sroufe & Co
Washington
$429K – – –
ACM
1908
Armbruster Capital Management
New York
$428K – – –
GWM
1909
Greenwich Wealth Management
Connecticut
$424K -$2.16K -27 -0.5%
ITIM
1910
Indiana Trust & Investment Management
Indiana
$424K +$11.6K +145 +3%
AWA
1911
Acorn Wealth Advisors
Michigan
$423K +$12.5K +156 +3%
ZAM
1912
Zevin Asset Management
Massachusetts
$421K – – –
CPC
1913
Cookson Peirce & Co
Pennsylvania
$421K +$19.3K +241 +5%
BDWM
1914
Brewin Dolphin Wealth Management
Ireland
$420K – – –
FCA
1915
FinTrust Capital Advisors
South Carolina
$419K +$80 +1 +0%
RBC
1916
Roble Belko & Company
Pennsylvania
$418K – – –
S
1917
SimplyRich
California
$416K – – –
USGIU
1918
U.S. Global Investors (USGI)
Texas
$416K +$415K +5,183 New
HCM
1919
Hudson Capital Management
New Jersey
$415K -$221K -2,755 -35%
PWMAG
1920
Pinnacle Wealth Management Advisory Group
New Jersey
$414K -$25.2K -315 -6%
CFA
1921
Capstone Financial Advisors
Illinois
$408K +$137K +1,711 +51%
SIMM
1922
Stillwater Investment Management (Minnesota)
Minnesota
$406K +$2.65K +33 +0.7%
COI
1923
Capital One Investing
Virginia
$406K +$3.37K +42 +0.8%
OMIC
1924
Old Mission Investment Co
Michigan
$406K +$405K +5,051 New
AW
1925
Alpha Windward
Massachusetts
$405K -$160 -2 -0%