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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1801
ACT Advisors
North Carolina
$229K
FGAM
1802
Financial Gravity Asset Management
Texas
$229K
LRIC
1803
Long Road Investment Counsel
Michigan
$229K
RC
1804
Reik & Co
New York
$229K
EL
1805
EMFO LLC
Florida
$229K +$251K +1,000 New
PAS
1806
Professional Advisory Services
Florida
$229K +$251K +1,000 New
PPG
1807
Peak Planning Group
Colorado
$225K +$247K +984 New
BMCM
1808
Burns Matteson Capital Management
New York
$224K -$428K -1,710 -64%
OWIM
1809
Old West Investment Management
California
$224K
HHGA
1810
Halbert Hargrove Global Advisors
California
$223K +$245K +976 New
CAG
1811
Crestwood Advisors Group
Massachusetts
$222K -$2.5K -10 -1%
SPC
1812
Stewart & Patten Company
California
$222K
PCH
1813
PGIM Custom Harvest
New Jersey
$222K +$243K +971 New
LFF
1814
Level Four Financial
Texas
$221K -$67.4K -269 -22%
OWA
1815
Octavia Wealth Advisors
Ohio
$220K -$4.01K -16 -2%
GCM
1816
Gables Capital Management
Florida
$220K
GBT
1817
Grove Bank & Trust
Florida
$220K
PWM
1818
PBMares Wealth Management
Virginia
$220K +$7.01K +28 +3%
BP
1819
BBR Partners
New York
$219K -$111K -445 -32%
MTC
1820
McDaniel Terry & Co
Texas
$219K +$251 +1 +0.1%
TIA
1821
Tandem Investment Advisors
South Carolina
$219K +$1K +4 +0.4%
GWM
1822
Gray Wealth Management
Maine
$219K +$14.5K +58 +6%
BHTS
1823
Bar Harbor Trust Services
Maine
$218K
FOA
1824
Five Oceans Advisors
California
$218K +$239K +954 New
AC
1825
Alley Company
Illinois
$217K