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Name Holding Trade Value Shares
Change
Change in
Stake
MIC
2101
Meridian Investment Counsel
California
$422K
PCTC
2102
Perkins Coie Trust Company
Washington
$421K -$41.1K -540 -9%
PO
2103
Private Ocean
California
$421K +$31.6K +416 +8%
TC
2104
Toews Corporation
New Jersey
$421K +$426K +5,600 New
TFO
2105
Tarbox Family Office
California
$419K -$2.28K -30 -0.5%
VFP
2106
Verus Financial Partners
Virginia
$417K +$152 +2 +0%
NWA
2107
New World Advisors
Massachusetts
$414K -$395K -5,192 -50%
RWG
2108
Regal Wealth Group
California
$413K +$76 +1 +0%
EIG
2109
Ellenbecker Investment Group
Wisconsin
$413K +$1.45K +19 +0.3%
BCFS
2110
Butensky & Cohen Financial Security
Florida
$413K +$418K +5,500 New
WP
2111
Waycross Partners
Kentucky
$413K +$418K +5,500 New
TA
2112
Tiedemann Advisors
New York
$412K -$1.49M -19,576 -78%
MPIA
2113
Mountain Pacific Investment Advisers
Idaho
$412K +$837 +11 +0.2%
TFGT
2114
TS Financial Group (TSFG)
Illinois
$411K +$19.1K +251 +5%
CC
2115
Constitution Capital
Connecticut
$409K -$106K -1,400 -20%
MWPCG
2116
Measured Wealth Private Client Group
New Hampshire
$408K -$564K -7,410 -58%
OBGC
2117
O'Brien Greene & Co
Pennsylvania
$408K -$761 -10 -0.2%
PA
2118
PSI Advisors
Florida
$407K -$8.67K -114 -2%
MFGM
2119
Marshall Financial Group (Maryland)
Maryland
$406K -$31.3K -412 -7%
BDWCC
2120
B&D White Capital Company
Texas
$405K -$60.8M -798,944 -99%
ICG
2121
InterOcean Capital Group
Tennessee
$405K -$21.4K -281 -5%
SIMM
2122
Stillwater Investment Management (Minnesota)
Minnesota
$404K -$14.2K -187 -3%
GPA
2123
Garrison Point Advisors
California
$404K +$76 +1 +0%
GQG Partners
2124
GQG Partners
Florida
$403K -$139K -1,825 -25%
ACM
2125
Armbruster Capital Management
New York
$403K