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Name Holding Trade Value Shares
Change
Change in
Stake
LHC
1676
Little House Capital
Massachusetts
$26M -$276K -1,169 -1%
HPIA
1677
Hamilton Point Investment Advisors
North Carolina
$26M +$996K +4,228 +4%
Members Trust
1678
Members Trust
Florida
$26M -$136K -578 -0.6%
AHB
1679
Abner Herrman & Brock
New Jersey
$26M +$187K +795 +0.8%
SIM
1680
Stratos Investment Management
Ohio
$26M +$813K +3,449 +3%
TAIM
1681
Te Ahumairangi Investment Management
New Zealand
$25.9M -$4.13M -17,519 -14%
PCH
1682
PGIM Custom Harvest
New Jersey
$25.9M +$206K +872 +0.9%
HB
1683
HTLF Bank
Colorado
$25.9M -$917K -3,892 -4%
HIP
1684
Harrell Investment Partners
Texas
$25.9M +$56.6K +240 +0.2%
HCM
1685
Harvey Capital Management
Florida
$25.8M
NL
1686
Navalign LLC
California
$25.8M +$667K +2,829 +3%
TCM
1687
Tufton Capital Management
Maryland
$25.8M -$440K -1,866 -2%
MWM
1688
Mattern Wealth Management
Kansas
$25.7M -$1.67M -7,086 -6%
MWA
1689
Monograph Wealth Advisors
California
$25.7M +$1.25M +5,296 +5%
LNWTC
1690
Laird Norton Wetherby Trust Company
Washington
$25.7M -$33.2K -141 -0.1%
HFS
1691
Haverford Financial Services
Pennsylvania
$25.7M +$84.1K +357 +0.3%
MGWM
1692
Marks Group Wealth Management
Minnesota
$25.7M -$192K -813 -0.8%
DLCIG
1693
D.L. Carlson Investment Group
New Hampshire
$25.7M -$449K -1,907 -2%
CCP
1694
Clough Capital Partners
Massachusetts
$25.7M -$29.3M -124,300 -55%
MCP
1695
Mirador Capital Partners
California
$25.6M +$168K +711 +0.7%
IG
1696
Ithaka Group
Virginia
$25.6M -$950K -4,033 -4%
SWC
1697
Spectrum Wealth Counsel
Indiana
$25.6M -$99.2K -421 -0.4%
MWM
1698
Manske Wealth Management
Texas
$25.6M +$24.1M +102,198 New
CWA
1699
Canvas Wealth Advisors
Kansas
$25.6M -$348K -1,476 -1%
TM
1700
TigerOak Management
New Mexico
$25.5M +$24M +101,936 New