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Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1401
Grove Bank & Trust
Florida
$202K +$35.5K +156 +21%
OC
1402
Oakworth Capital
Alabama
$201K +$69.1K +304 +50%
LBC
1403
Lowe Brockenbrough & Co
Virginia
$201K +$207K +912 New
MCM
1404
Manchester Capital Management
Vermont
$201K
FCM
1405
Family Capital Management
Michigan
$201K +$207K +911 New
SIAG
1406
Safeguard Investment Advisory Group
California
$201K +$207K +911 New
CAG
1407
Crestwood Advisors Group
Massachusetts
$201K +$207K +911 New
RTC
1408
Riverview Trust Company
Washington
$201K
GIA
1409
GHP Investment Advisors
Colorado
$194K
GFPC
1410
Global Financial Private Client
Florida
$194K +$2.27K +10 +1%
XC
1411
XY Capital
Hong Kong
$187K +$193K +847 New
PSFG
1412
Park Square Financial Group
Georgia
$186K +$191K +841 New
MWA
1413
Moser Wealth Advisors
Washington
$183K
ME
1414
McIlrath & Eck
Washington
$181K -$13.6K -60 -7%
JFGIW
1415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$181K -$577K -2,536 -77%
AGWCA
1416
Annis Gardner Whiting Capital Advisors
Florida
$179K +$5K +22 +3%
MCM
1417
MV Capital Management
Maryland
$173K -$25.2K -111 -12%
CAS
1418
Coppell Advisory Solutions
Texas
$173K -$6.69M -29,396 -97%
LI
1419
LRI Investments
Florida
$165K
VWM
1420
Venturi Wealth Management
Texas
$164K +$8.64K +38 +5%
NIMI
1421
Natixis Investment Managers International
France
$164K -$37.3K -164 -18%
CLOS
1422
Compagnie Lombard Odier SCmA
Switzerland
$162K +$146K +641 +704%
SSG
1423
Summit Securities Group
New York
$161K +$166K +729 New
CT
1424
Colonial Trust
South Carolina
$153K +$23.9K +105 +18%
T
1425
Transce3nd
Texas
$142K +$146K +642 New