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Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
1676
Trail Ridge Investment Advisors
Colorado
$299K – – –
TWM
1677
TMD Wealth Management
Arizona
$298K – – –
ATC
1678
Adirondack Trust Company
New York
$297K +$1.46K +19 +0.5%
IIM
1679
Ipswich Investment Management
Massachusetts
$295K -$25.3K -330 -8%
HIC
1680
Holderness Investments Company
North Carolina
$295K +$691 +9 +0.2%
NAM
1681
NTV Asset Management
West Virginia
$294K +$23.3K +303 +9%
RCG
1682
Resource Consulting Group
Florida
$293K – – –
EP
1683
EPIQ Partners
Minnesota
$292K +$6.38K +83 +2%
WWM
1684
Windsor Wealth Management
Indiana
$291K -$708K -9,221 -71%
WPC
1685
Waters Parkerson & Co
Louisiana
$290K -$11.2K -146 -4%
WW
1686
Waterfront Wealth
Kansas
$290K – – –
BWG
1687
Beta Wealth Group
California
$290K +$23K +300 +9%
WSCM
1688
Wellington Shields Capital Management
New York
$289K -$173K -2,250 -37%
CNC
1689
Canandaigua National Corp
New York
$289K -$21.5K -280 -7%
WSC
1690
Wellington Shields & Co
New York
$288K -$222K -2,891 -43%
SC
1691
Sierra Capital
Florida
$288K -$384 -5 -0.1%
RFWA
1692
RPg Family Wealth Advisory
Massachusetts
$288K +$11.4K +149 +4%
AFM
1693
Abbot Financial Management
Massachusetts
$287K – – –
AFA
1694
American Financial Advisors
Georgia
$287K +$9.14K +119 +3%
SFP
1695
Sweet Financial Partners
Minnesota
$287K +$16.9K +220 +6%
CM
1696
Columbus Macro
Pennsylvania
$287K +$288K +3,756 New
OC
1697
Oakworth Capital
Alabama
$286K -$5.38K -70 -2%
MC
1698
Matisse Capital
Oregon
$286K +$384 +5 +0.1%
SW
1699
Solidarity Wealth
Utah
$286K +$259K +3,371 New
EAM
1700
Evanson Asset Management
California
$285K -$1.84K -24 -0.6%
66 67
68
69 70