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Name Holding Trade Value Shares
Change
Change in
Stake
PH
1951
Pinnacle Holdings
Oklahoma
$1.51M -$96.8K -785 -6%
LA
1952
LexAurum Advisors
Kansas
$1.51M +$5.05K +41 +0.4%
CA
1953
Cambridge Advisors
Nebraska
$1.51M +$64.6K +524 +5%
NPT
1954
National Philanthropic Trust
Pennsylvania
$1.5M +$1.07M +8,687 +322%
GPA
1955
Guerra Pan Advisors
New Jersey
$1.5M +$13.9K +113 +1%
WSCM
1956
Wellington Shields Capital Management
New York
$1.5M +$12.3K +100 +0.9%
HAIM
1957
Hunter Associates Investment Management
Pennsylvania
$1.5M +$247 +2 +0%
SQA
1958
Simon Quick Advisors
New Jersey
$1.49M +$343K +2,780 +33%
PTB
1959
Pioneer Trust Bank
Oregon
$1.49M -$27.1K -220 -2%
TPWM
1960
Twelve Points Wealth Management
Massachusetts
$1.49M -$10.8K -88 -0.8%
NSAM
1961
North Star Asset Management
Wisconsin
$1.49M -$4.44K -36 -0.3%
YIA
1962
YHB Investment Advisors
Connecticut
$1.49M -$54.9K -445 -4%
EFM
1963
Eley Financial Management
Vermont
$1.49M -$423K -3,435 -23%
FI
1964
Financial Insights
Washington
$1.49M -$95.5K -775 -6%
MMHP
1965
Murphy Middleton Hinkle & Parker
Georgia
$1.49M -$123 -1 -0%
RWP
1966
Ridgecrest Wealth Partners
California
$1.49M
PCP
1967
Pacific Capital Partners
$1.49M +$276K +2,239 +25%
IPAM
1968
Investment Partners Asset Management
New Jersey
$1.48M -$55K -446 -4%
MPPW
1969
Mitchell & Pahl Private Wealth
Oklahoma
$1.48M -$77.2K -626 -5%
COCM
1970
Charter Oak Capital Management
New Hampshire
$1.48M +$1.11K +9 +0.1%
APC
1971
Aspire Private Capital
North Carolina
$1.48M +$163K +1,321 +13%
WCAMG
1972
Woodard & Company Asset Management Group
North Carolina
$1.48M -$84.8K -688 -6%
BB
1973
Bell Bank
North Dakota
$1.48M +$242K +1,962 +21%
EFA
1974
Evernest Financial Advisors
Indiana
$1.48M +$76.9K +624 +6%
OC
1975
Opinicus Capital
Florida
$1.48M +$224K +1,820 +19%