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Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
1526
American Research & Management Company
Massachusetts
$800K +$242K +5,000 +46%
AFNAS
1527
American Financial Network Advisory Services
California
$799K -$290 -6 -8%
VFPI
1528
Vantage Financial Partners (Illinois)
Illinois
$799K +$48.4K +1,000 +7%
CCM
1529
Chilton Capital Management
Texas
$799K +$53.6K +1,108 +8%
OC
1530
Oakworth Capital
Alabama
$795K +$121K +2,490 +19%
ST
1531
Spinnaker Trust
Maine
$791K -$52.7K -1,089 -6%
PG
1532
Patten Group
Tennessee
$787K +$7.41K +153 +1%
FNT
1533
First Nebraska Trust
Nebraska
$786K +$581 +12 +0.1%
EWM
1534
Evermay Wealth Management
Virginia
$776K -$206K -4,260 -22%
BCM
1535
Bienville Capital Management
New York
$775K +$104K +2,154 +16%
CA
1536
Cornerstone Advisory
Maryland
$773K +$9.63K +199 +1%
FBC
1537
Fairfield, Bush & Co
Connecticut
$772K +$89K +1,838 +14%
AI
1538
ArchPoint Investors
Florida
$772K +$645K +13,330 +667%
MIP
1539
Marietta Investment Partners
Wisconsin
$770K +$96.8K +2,000 +15%
NEPWA
1540
New England Private Wealth Advisors
Massachusetts
$769K -$238K -4,925 -24%
MLFP
1541
MPS Loria Financial Planners
Illinois
$769K -$18.1K -373 -2%
HL
1542
HeadInvest LLC
Maine
$769K -$1.65K -34 -0.2%
LCM
1543
Lucas Capital Management
New Jersey
$766K -$16K -331 -2%
AWM
1544
AllSquare Wealth Management
New York
$764K +$35.6K +736 +5%
BWAM
1545
Boyd Watterson Asset Management
Ohio
$763K -$190K -3,932 -21%
CVM
1546
Cheviot Value Management
California
$763K -$14.8K -305 -2%
TL
1547
TrueWealth LLC
Georgia
$761K +$13.5K +278 +2%
BLAM
1548
Bourne Lent Asset Management
New York
$760K -$4.84K -100 -0.7%
GAMA
1549
Graticule Asia Macro Advisors
New York
$760K +$731K +15,100 New
BCMO
1550
Buckingham Capital Management (Ohio)
Ohio
$759K -$561K -11,599 -43%