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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1151
Alpha Windward
Massachusetts
$205K -$23.8K -940 -11%
IP
1152
Isthmus Partners
Wisconsin
$205K
GMA
1153
Goldstein Munger & Associates
California
$205K +$202K +8,000 New
WFG
1154
Wills Financial Group
Virginia
$204K +$202K +8,000 New
PP
1155
Patten & Patten
Tennessee
$203K +$200K +7,920 New
CDH
1156
Charles D. Hyman
$202K +$200K +7,900 New
BSA
1157
Braun Stacey Associates
New York
$201K -$4.78M -189,100 -96%
AFG
1158
Albion Financial Group
Utah
$201K +$199K +7,860 New
TAM
1159
Taurus Asset Management
New York
$201K +$199K +7,860 New
CBN
1160
Cadence Bank NA
Texas
$201K +$199K +7,880 New
JFGIW
1161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K +$27.8K +1,100 +17%
CPIG
1162
Chicago Partners Investment Group
Illinois
$190K
CCM
1163
Cohen Capital Management
California
$184K +$182K +7,200 New
DBT
1164
Dubuque Bank & Trust
Iowa
$182K
FHA
1165
First Horizon Advisors
Tennessee
$182K +$15.7K +620 +9%
PAI
1166
Pittenger & Anderson Inc
Nebraska
$177K -$19.7K -780 -10%
DAM
1167
Delta Asset Management
Tennessee
$177K +$134K +5,320 +333%
AF
1168
Allworth Financial
California
$174K +$5.06K +200 +3%
TF
1169
Tompkins Financial
New York
$172K
AssetMark Inc
1170
AssetMark Inc
California
$170K +$149K +5,900 +776%
LNB
1171
Ledyard National Bank
$168K
TFO
1172
Tarbox Family Office
California
$168K +$106K +4,180 +174%
RFA
1173
Reilly Financial Advisors
California
$165K +$30.3K +1,200 +23%
RIM
1174
Reliant Investment Management
Tennessee
$164K +$162K +6,400 New
First Eagle Investment Management
1175
First Eagle Investment Management
New York
$157K