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Name Holding Trade Value Shares
Change
Change in
Stake
BP
1401
Ballentine Partners
Massachusetts
$1.19M -$613K -22,443 -36%
SAM
1402
Sequent Asset Management
Texas
$1.19M +$18.1K +662 +2%
MAA
1403
Mraz Amerine & Associates
California
$1.19M +$128K +4,699 +13%
TIA
1404
Trust Investment Advisors
Indiana
$1.18M +$31.6K +1,158 +3%
IIC
1405
Ironwood Investment Counsel
Arizona
$1.18M +$53.3K +1,952 +5%
CIM
1406
CIM Investment Management
Pennsylvania
$1.18M -$16.1K -589 -1%
TAM
1407
Taurus Asset Management
New York
$1.18M +$100K +3,670 +10%
Vanguard Capital Wealth Advisors
1408
Vanguard Capital Wealth Advisors
Colorado
$1.17M +$1.09M +39,962 New
GA
1409
Greytown Advisors
Florida
$1.17M +$120K +4,397 +12%
CNAM
1410
Campbell Newman Asset Management
Wisconsin
$1.17M -$503K -18,419 -32%
NFG
1411
Nations Financial Group
Iowa
$1.17M +$44.9K +1,645 +4%
EWF
1412
Epstein & White Financial
California
$1.17M +$1.13M +41,527 New
EWA
1413
Exencial Wealth Advisors
Oklahoma
$1.17M +$10.7K +392 +1%
BIC
1414
Beach Investment Counsel
Pennsylvania
$1.17M
BHIA
1415
Birch Hill Investment Advisors
Massachusetts
$1.16M +$12.2K +447 +1%
RC
1416
Roundview Capital
New Jersey
$1.16M -$17.2K -631 -2%
EF
1417
Exeter Financial
Arizona
$1.16M +$1.08M +39,491 New
AP
1418
Appleton Partners
Massachusetts
$1.16M +$1.42K +52 +0.1%
PFS
1419
Physicians Financial Services
North Carolina
$1.16M -$34.4K -1,258 -3%
BAM
1420
Belpointe Asset Management
Nevada
$1.15M -$860K -31,512 -45%
CPO
1421
Cerity Partners OCIO
New York
$1.15M +$2.16K +79 +0.2%
NIM
1422
Northeast Investment Management
Massachusetts
$1.15M -$25.4K -930 -2%
CASB
1423
Cape Ann Savings Bank
Massachusetts
$1.15M +$1.07M +39,054 New
AAM
1424
Auxier Asset Management
Oregon
$1.14M -$27.1K -993 -2%
WG
1425
Winton Group
United Kingdom
$1.14M -$1.3M -47,727 -55%