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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
801
Douglass Winthrop Advisors
New York
$361K -$383K -1,233 -48%
CCM
802
Catawba Capital Management
Virginia
$359K -$43.5K -140 -10%
BTNA
803
Bremer Trust National Association
Minnesota
$359K +$406K +1,309 New
RBC
804
Roble Belko & Company
Pennsylvania
$355K +$7.14K +23 +2%
BA
805
BKS Advisors
Michigan
$355K +$33.2K +107 +9%
RC
806
Roundview Capital
New Jersey
$353K -$93.1K -300 -19%
PWPS
807
Pinnacle Wealth Planning Services
Ohio
$348K +$266K +857 +206%
FMLI
808
Fukoku Mutual Life Insurance
Japan
$342K +$124K +400 +47%
Qube Research & Technologies (QRT)
809
Qube Research & Technologies (QRT)
United Kingdom
$341K +$387K +1,248 New
IAMOG
810
Investors Asset Management of Georgia
Georgia
$337K
AMM
811
American Money Management
California
$333K -$10.9K -35 -3%
NGA
812
Naples Global Advisors
Florida
$331K +$3.1K +10 +0.8%
CLOS
813
Compagnie Lombard Odier SCmA
Switzerland
$329K -$395K -1,273 -51%
NED
814
Nancy E. Dempze
$329K
CAW
815
Cornerstone Advisors (Washington)
Washington
$328K -$23.3K -75 -6%
SMFS
816
Squar Milner Financial Services
California
$328K -$10.6K -34 -3%
GIA
817
GHP Investment Advisors
Colorado
$327K
SIG
818
Sky Investment Group
Connecticut
$326K +$15.5K +50 +4%
BO
819
Bach Option
Hong Kong
$323K +$366K +1,180 New
TPWA
820
TRUE Private Wealth Advisors
Oregon
$322K
Cerity Partners
821
Cerity Partners
New York
$321K -$46.6K -150 -11%
HPC
822
HM Payson & Co
Maine
$320K +$16.8K +54 +5%
NB
823
NBT Bank
New York
$319K -$1.08M -3,492 -75%
CC
824
Courier Capital
New York
$318K -$31K -100 -8%
FGC
825
Financial Gravity Companies
Texas
$318K +$228K +734 +171%