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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1551
Berkeley Capital Partners
Georgia
$949K +$12.1K +69 +1%
JC
1552
JB Capital
Connecticut
$947K +$109K +622 +15%
CFO
1553
CVA Family Office
Colorado
$945K +$97.7K +559 +13%
QCIG
1554
Quad-Cities Investment Group
Iowa
$942K +$43.7K +250 +6%
ZIMP
1555
Zimmermann Investment Management & Planning
Pennsylvania
$939K -$18.4K -105 -2%
NGA
1556
Naples Global Advisors
Florida
$937K -$14K -80 -2%
GWP
1557
Gateway Wealth Partners
Wisconsin
$937K +$389K +2,225 +89%
PSCM
1558
Per Stirling Capital Management
Texas
$937K +$341K +1,950 +70%
AWP
1559
Ascent Wealth Partners
New York
$934K +$14.9K +85 +2%
NB
1560
NBT Bank
New York
$934K +$28.8K +165 +4%
TW
1561
Transform Wealth
Colorado
$930K +$1.4K +8 +0.2%
MFA
1562
Mayflower Financial Advisors
Massachusetts
$929K +$124K +710 +18%
SIC
1563
Sterling Investment Counsel
New York
$929K +$14.7K +84 +2%
AC
1564
Apella Capital
Connecticut
$926K +$55.6K +318 +10%
MLA
1565
My Legacy Advisors
Oregon
$926K +$82.3K +471 +11%
HVIA
1566
Hudson Valley Investment Advisors
New York
$924K +$58.9K +337 +10%
GAM
1567
Gemmer Asset Management
California
$922K -$167K -958 -17%
WSCM
1568
Wellington Shields Capital Management
New York
$921K +$175K +1,000 +27%
GIM
1569
Grassi Investment Management
California
$919K +$35K +200 +4%
B
1570
Bellecapital
Switzerland
$918K +$29.4K +168 +4%
WDC
1571
Woodward Diversified Capital
California
$918K -$33.9K -194 -4%
EB
1572
Eastern Bank
Massachusetts
$917K -$9.38M -53,670 -92%
HA
1573
Harfst & Associates
Wyoming
$917K -$13.1K -75 -2%
KFA
1574
Kelleher Financial Advisors
New York
$916K +$62.7K +359 +8%
PIA
1575
Powell Investment Advisors
Florida
$914K -$26.7K -153 -3%