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Name Holding Trade Value Shares
Change
Change in
Stake
JDR
1851
Jay D. Rosenbaum
$792K -$6.79K -360 -0.7%
WP
1852
WealthShield Partners
North Carolina
$789K -$628K -33,280 -39%
TRIA
1853
Trail Ridge Investment Advisors
Colorado
$788K +$8.12K +430 +0.8%
TAM
1854
Tucker Asset Management
Colorado
$788K +$18.1K +960 +2%
BWA
1855
BlueSky Wealth Advisors
North Carolina
$787K
Fuller & Thaler Asset Management
1856
Fuller & Thaler Asset Management
California
$786K -$306K -16,200 -24%
VT
1857
Vise Technologies
New York
$785K +$349K +18,480 +55%
NB
1858
NBT Bank
New York
$784K +$135K +7,160 +16%
HFM
1859
Hartford Financial Management
Connecticut
$783K +$20.9K +1,110 +2%
AA
1860
Aire Advisors
California
$782K -$20.2K -1,070 -2%
CFO
1861
Collective Family Office
Pennsylvania
$781K -$226K -11,950 -19%
LF
1862
Lantz Financial
Illinois
$780K -$24K -1,270 -2%
AI
1863
Accredited Investors
Minnesota
$776K -$45.9K -2,430 -5%
LDB
1864
Lee, Danner & Bass
Tennessee
$775K +$294K +15,570 +44%
AG
1865
Ascent Group
Virginia
$774K +$138K +7,330 +21%
CAN
1866
Claraphi Advisory Network
United States
$772K -$58.5K -3,100 -6%
WC
1867
Westhampton Capital
North Carolina
$772K +$132K +6,970 +16%
PFBT
1868
Parkside Financial Bank & Trust
Missouri
$769K -$9.81K -520 -1%
HHGA
1869
Halbert Hargrove Global Advisors
California
$765K +$88.5K +4,690 +10%
PIM
1870
Penobscot Investment Management
Massachusetts
$763K +$17K +900 +2%
NSB
1871
Norway Savings Bank
Maine
$762K +$77K +4,080 +9%
BAM
1872
Berkshire Asset Management
Pennsylvania
$761K +$12.3K +650 +1%
CHAM
1873
Clear Harbor Asset Management
Connecticut
$760K +$12.8K +680 +1%
VC
1874
Vicus Capital
Pennsylvania
$760K +$42.8K +2,270 +5%
SIM
1875
SSI Investment Management
California
$759K -$13.2K -700 -1%