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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1051
Mathes Company
New York
$201K +$207K +3,175 New
GL
1052
Graypoint LLC
New York
$200K +$206K +3,155 New
Loring Wolcott & Coolidge Fiduciary Advisors
1053
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$194K +$113K +1,733 +147%
JPWM
1054
Jamison Private Wealth Management
Georgia
$190K +$195K +2,990 New
Harbour Investments
1055
Harbour Investments
Wisconsin
$182K +$81.9K +1,255 +78%
RMC
1056
Resources Management Corp
Connecticut
$181K – – –
RAM
1057
Ramirez Asset Management
New York
$180K +$186K +2,843 New
NFSG
1058
Newbridge Financial Services Group
Florida
$180K +$58.8K +901 +47%
Montag & Associates
1059
Montag & Associates
Georgia
$177K +$32.8K +502 +22%
NS
1060
NBC Securities
Alabama
$177K +$183K +2,796 New
UCB
1061
United Community Bank
South Carolina
$173K +$178K +2,733 New
First Horizon Advisors
1062
First Horizon Advisors
Tennessee
$173K +$136K +2,083 +323%
GWSG
1063
GPS Wealth Strategies Group
Colorado
$173K -$6.33K -97 -3%
RFA
1064
Register Financial Advisors
Georgia
$172K +$22.1K +338 +14%
PB
1065
Pinnacle Bancorp
Nebraska
$172K +$99.7K +1,527 +128%
HCM
1066
Highlander Capital Management
New Jersey
$170K +$111K +1,696 +171%
OCM
1067
Osterweis Capital Management
California
$169K +$174K +2,668 New
PGAM
1068
Princeton Global Asset Management
New Jersey
$169K +$174K +2,668 New
AGWCA
1069
Annis Gardner Whiting Capital Advisors
Florida
$166K +$171K +2,620 New
VWM
1070
Venturi Wealth Management
Texas
$163K +$3.26K +50 +2%
TCOV
1071
Trust Company of Vermont
Vermont
$158K -$12K -184 -7%
DSC
1072
Duncker Streett & Co
Missouri
$156K +$161K +2,465 New
BCP
1073
Blue Chip Partners
Michigan
$155K +$159K +2,441 New
Clearstead Advisors
1074
Clearstead Advisors
Ohio
$153K -$52.4K -803 -25%
Smithfield Trust
1075
Smithfield Trust
Pennsylvania
$147K +$88K +1,348 +140%