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Name Holding Trade Value Shares
Change
Change in
Stake
KPW
1951
Kore Private Wealth
New York
$856K +$2.33K +48 +0.2%
ALAM
1952
Asahi Life Asset Management
Japan
$855K +$17.5K +360 +2%
RC
1953
Reik & Co
New York
$852K
VWMG
1954
Virginia Wealth Management Group
Virginia
$852K +$708K +14,568 +298%
GFPC
1955
Global Financial Private Client
Florida
$850K +$198K +4,074 +27%
RDFA
1956
Ritter Daniher Financial Advisory
Ohio
$849K
IC
1957
Inverness Counsel
New York
$849K +$38.9K +800 +4%
TLCM
1958
Twin Lakes Capital Management
California
$847K +$3.84K +79 +0.4%
VFO
1959
Virtus Family Office
Texas
$846K +$939K +19,332 New
FP
1960
Financial Perspectives
Minnesota
$841K +$680 +14 +0.1%
MFC
1961
Mechanics Financial Corp
Ohio
$841K -$2.43K -50 -0.3%
ORC
1962
O'Rourke & Company
Massachusetts
$840K +$27.1K +558 +3%
CBFP
1963
Cedar Brook Financial Partners
Ohio
$838K +$32.8K +676 +4%
OA
1964
Oxbow Advisors
Texas
$836K -$225K -4,625 -19%
LCM
1965
Leisure Capital Management
California
$836K +$243K +5,006 +36%
NL
1966
NVWM LLC
Pennsylvania
$832K -$44.3K -911 -5%
EIP
1967
Ellis Investment Partners
Pennsylvania
$832K +$15.7K +323 +2%
AA
1968
Advisory Alpha
Michigan
$832K +$31.3K +645 +4%
HA
1969
Harbor Advisors
Florida
$830K
UIA
1970
UBP Investment Advisors
Switzerland
$830K
CIP
1971
Convergence Investment Partners
Florida
$829K -$2.41M -49,594 -72%
PPP
1972
Private Portfolio Partners
New Jersey
$826K -$33.6K -691 -4%
ASBI
1973
American State Bank (Iowa)
Iowa
$826K
SIP
1974
Stoneridge Investment Partners
Pennsylvania
$826K
AI
1975
Accredited Investors
Minnesota
$826K +$27K +556 +3%