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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
1526
Naples Global Advisors
Florida
$795K +$4.7K +154 +0.6%
CWM
1527
Concentric Wealth Management
California
$791K +$784K +25,682 New
SIM
1528
SSI Investment Management
California
$789K -$13.6K -445 -2%
PGA
1529
Portland Global Advisors
Maine
$786K -$13.9K -454 -2%
DAS
1530
Dynamic Advisor Solutions
Arizona
$784K +$35.4K +1,160 +5%
KCPG
1531
Kavar Capital Partners Group
Kansas
$782K +$93.3K +3,057 +14%
IPC
1532
Independent Portfolio Consultants
Florida
$779K +$19.7K +644 +3%
OC
1533
Oarsman Capital
Wisconsin
$775K -$733K -24,025 -49%
IAS
1534
IMA Advisory Services
Colorado
$767K -$122K -3,984 -14%
RWA
1535
RGT Wealth Advisors
Texas
$760K -$172K -5,636 -19%
NHC
1536
Nicholas Hoffman & Company
Georgia
$757K +$61 +2 +0%
HBT
1537
Hills Bank & Trust
Iowa
$757K +$59.7K +1,956 +9%
GLI
1538
Guardian Life Insurance
New York
$755K +$18.4K +603 +3%
BIAS
1539
Beacon Investment Advisory Services
New Jersey
$754K -$7.69K -252 -1%
VWM
1540
Vector Wealth Management
Minnesota
$753K -$611 -20 -0.1%
MKC
1541
M. Kraus & Co
Vermont
$752K -$26K -851 -3%
SAM
1542
Security Asset Management
New York
$750K
AI
1543
Accredited Investors
Minnesota
$749K +$31.4K +1,030 +4%
HTHT
1544
Hemenway Trust Hemenway Trust
New Hampshire
$748K +$54.7K +1,792 +8%
FMT
1545
First Mercantile Trust
Tennessee
$747K
ACM
1546
Advent Capital Management
New York
$747K +$740K +24,242 New
HFBOT
1547
Home Federal Bank of Tennessee
Tennessee
$739K
BIG
1548
Bellwether Investment Group
Tennessee
$734K +$727K +23,805 New
ATC
1549
Adirondack Trust Company
New York
$733K +$7.21K +236 +1%
CT
1550
Clearstead Trust
Maine
$733K +$726K +23,789 New