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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
876
First Manhattan
New York
$227K -$38.6K -308 -12%
EP
877
Edgestream Partners
New Jersey
$226K +$295K +2,355 New
HW
878
Hamilton Wealth
California
$226K +$295K +2,352 New
CHC
879
City Holding Co
West Virginia
$226K
KIA
880
Knollwood Investment Advisory
Maryland
$226K
GWS
881
Greykasell Wealth Strategies
California
$223K
AIS
882
AM Investment Strategies
Tennessee
$223K
MFA
883
Mayflower Financial Advisors
Massachusetts
$222K +$12.4K +99 +4%
SCP
884
Sivia Capital Partners
California
$222K
HFP
885
Holistic Financial Partners
Indiana
$221K +$5.51K +44 +2%
WHG
886
Westwood Holdings Group
Texas
$221K -$319K -2,545 -53%
CPA
887
Cardiff Park Advisors
California
$220K
MWM
888
Mission Wealth Management
California
$220K +$287K +2,289 New
FPL
889
Fortress Private Ledger
North Carolina
$219K +$286K +2,282 New
BL
890
Balentine LLC
Georgia
$219K -$266K -2,127 -48%
BCAM
891
Boston Common Asset Management
Massachusetts
$217K -$10.4K -83 -4%
SIC
892
Salem Investment Counselors
North Carolina
$217K -$501 -4 -0.2%
MIP
893
Mondrian Investment Partners
United Kingdom
$216K -$28.9K -231 -9%
AC
894
AlphaCore Capital
California
$215K +$28.7K +229 +11%
MLIC
895
Mandatum Life Insurance Company
Finland
$215K -$116K -923 -29%
RFP
896
Root Financial Partners
California
$215K -$44.2K -353 -14%
MPWS
897
McCarter Private Wealth Services
Massachusetts
$214K +$2.76K +22 +1%
CAAS
898
Capital Asset Advisory Services
Michigan
$214K +$279K +2,229 New
FFS
899
Founders Financial Securities
Maryland
$214K -$3.13K -25 -1%
RA
900
Rockingstone Advisors
Massachusetts
$213K +$36K +287 +15%