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Name Holding Trade Value Shares
Change
Change in
Stake
BSG
1926
Black Swift Group
Colorado
$989K -$112K -325 -10%
PIA
1927
Prakash Investment Advisors
Massachusetts
$985K +$248K +720 +33%
TBT
1928
Texas Bank & Trust
Texas
$982K
ESB
1929
Essex Savings Bank
Connecticut
$982K -$120K -349 -11%
IIM
1930
InTrack Investment Management
Vermont
$981K -$180K -524 -15%
LI
1931
LVZ Inc
Michigan
$981K +$25.1K +73 +3%
MCM
1932
Mengis Capital Management
Oregon
$980K -$1.72K -5 -0.2%
JE
1933
JMAC Enterprises
Pennsylvania
$980K
LPAM
1934
Lodestar Private Asset Management
California
$979K +$9.29K +27 +0.9%
CWS
1935
Confluence Wealth Services
Pennsylvania
$977K +$79.5K +231 +9%
BLC
1936
Brown, Lisle/Cummings
Rhode Island
$975K +$61.6K +179 +7%
BFS
1937
BridgePort Financial Solutions
Iowa
$973K
SSWM
1938
Smith Salley Wealth Management
North Carolina
$970K +$118K +342 +14%
SP
1939
SmartHarvest Portfolios
Washington
$969K -$178K -517 -15%
BW
1940
BIP Wealth
Georgia
$966K -$659K -1,916 -40%
PCMNC
1941
Piedmont Capital Management (North Carolina)
North Carolina
$965K +$11K +32 +1%
FIS
1942
Fundsmith Investment Services
Mauritius
$964K +$774K +2,248 +372%
PWP
1943
Perfromance Wealth Partners
Illinois
$963K +$135K +392 +16%
UAG
1944
United Advisor Group
Ohio
$963K +$244K +710 +33%
WJA
1945
Willis Johnson & Associates
Texas
$961K -$22K -64 -2%
SSA
1946
South Street Advisors
New York
$960K
DI
1947
Dalton Investments
Nevada
$956K +$974K +2,830 New
APW
1948
Aventura Private Wealth
Florida
$956K +$84K +244 +9%
AWM
1949
Accurate Wealth Management
Florida
$956K +$355K +1,033 +66%
PCH
1950
PGIM Custom Harvest
New Jersey
$956K +$187K +542 +24%