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Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1826
Berkshire Money Management
Massachusetts
$738K +$26.5K +750 +3%
PFA
1827
Pure Financial Advisors
California
$737K +$52.9K +1,495 +7%
AI
1828
Accredited Investors
Minnesota
$737K +$38.9K +1,101 +5%
SSWM
1829
Smith Salley Wealth Management
North Carolina
$736K -$67.9K -1,920 -8%
SAM
1830
Summit Asset Management
Tennessee
$735K +$5.34K +151 +0.7%
CIP
1831
Convergence Investment Partners
Florida
$734K +$165K +4,656 +27%
RL
1832
Rogco LP
Oklahoma
$733K +$782K +22,103 New
SGK
1833
Steigerwald Gordon & Koch
Virginia
$732K +$6.72K +190 +0.9%
Members Trust
1834
Members Trust
Florida
$727K +$8.84K +250 +1%
HTHT
1835
Hemenway Trust Hemenway Trust
New Hampshire
$726K -$48.6K -1,375 -6%
BW
1836
Bison Wealth
Georgia
$725K -$138K -3,907 -15%
SCA
1837
Stonebridge Capital Advisors
Minnesota
$722K -$29.7K -841 -4%
EIA
1838
Edgemoor Investment Advisors
Maryland
$719K
VDI
1839
Vaughan David Investments
Illinois
$719K -$38.6K -1,091 -5%
IWA
1840
IVC Wealth Advisors
Pennsylvania
$715K -$46.4K -1,311 -6%
GJIA
1841
Glass Jacobson Investment Advisors
Maryland
$714K -$24.5K -693 -3%
NG
1842
Northstar Group
New York
$713K -$8.35K -236 -1%
ABLA
1843
Alan B. Lancz & Associates
Ohio
$712K -$46K -1,300 -6%
CNAM
1844
Campbell Newman Asset Management
Wisconsin
$709K
CCM
1845
Canal Capital Management
Virginia
$707K +$17.9K +506 +2%
VCM
1846
Vivaldi Capital Management
Illinois
$704K -$13K -369 -2%
OIM
1847
Orca Investment Management
Oregon
$704K +$173K +4,882 +30%
BSC
1848
Brown Shipley & Co
United Kingdom
$703K +$26.4K +746 +4%
IPW
1849
Impact Partnership Wealth
Georgia
$703K +$451K +12,754 +151%
AP
1850
Appleton Partners
Massachusetts
$701K -$54K -1,527 -7%