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Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
1951
Patriot Investment Management Group
Tennessee
$798K -$40.1K -505 -5%
EAM
1952
Everstar Asset Management
North Carolina
$797K +$382K +4,808 +91%
FPCP
1953
Fort Point Capital Partners
California
$797K -$40.1K -505 -5%
GWM
1954
Graybill Wealth Management
Illinois
$795K
KTC
1955
Kentucky Trust Company
Kentucky
$789K +$55.6K +700 +8%
AFAS
1956
Acorn Financial Advisory Services
Virginia
$788K -$11.2K -141 -1%
GWANC
1957
Guardian Wealth Advisors (North Carolina)
North Carolina
$787K +$69.6K +876 +10%
RPCONE
1958
Retirement Planning Company of New England
Rhode Island
$787K +$18.5K +233 +2%
IDA
1959
Intelligence Driven Advisers
California
$787K -$133K -1,670 -14%
WSCM
1960
Wellington Shields Capital Management
New York
$786K -$119K -1,499 -13%
CBT
1961
CoreFirst Bank & Trust
Kansas
$785K
OWP
1962
Obermeyer Wealth Partners
Colorado
$783K -$12M -151,400 -94%
WIM
1963
Waverton Investment Management
United Kingdom
$782K
AI
1964
Accredited Investors
Minnesota
$779K -$77.3K -972 -9%
JWWM
1965
Johnson & White Wealth Management
Pennsylvania
$778K -$556 -7 -0.1%
ATC
1966
Adirondack Trust Company
New York
$778K -$32.7K -412 -4%
CMP
1967
Coston McIsaac & Partners
Maine
$777K -$53.3K -670 -6%
AF
1968
Alerus Financial
North Dakota
$777K -$22.9K -288 -3%
CA
1969
Crewe Advisors
Utah
$775K -$18.4K -231 -2%
KA
1970
Klingman & Associates
New York
$775K +$8.66K +109 +1%
RZH
1971
Relyea Zuckerberg Hanson
Connecticut
$773K -$100K -1,261 -11%
NICM
1972
Neo Ivy Capital Management
New York
$769K -$2.82M -35,530 -79%
APW
1973
Austin Private Wealth
Texas
$768K +$45.9K +578 +6%
BONH
1974
Bank of New Hampshire
New Hampshire
$768K -$113K -1,418 -13%
SFWA
1975
Summit Financial Wealth Advisors
Louisiana
$766K +$69.3K +872 +10%