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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
801
Gables Capital Management
Florida
$364K +$412K +1,328 New
UBV
802
United Bank (Virginia)
Virginia
$363K – – –
DWA
803
Douglass Winthrop Advisors
New York
$361K -$383K -1,233 -48%
CCM
804
Catawba Capital Management
Virginia
$359K -$43.5K -140 -10%
BTNA
805
Bremer Trust National Association
Minnesota
$359K +$406K +1,309 New
RBC
806
Roble Belko & Company
Pennsylvania
$355K +$7.14K +23 +2%
BA
807
BKS Advisors
Michigan
$355K +$33.2K +107 +9%
RC
808
Roundview Capital
New Jersey
$353K -$93.1K -300 -19%
PWPS
809
Pinnacle Wealth Planning Services
Ohio
$348K +$266K +857 +206%
FMLI
810
Fukoku Mutual Life Insurance
Japan
$342K +$124K +400 +47%
Qube Research & Technologies (QRT)
811
Qube Research & Technologies (QRT)
United Kingdom
$341K +$387K +1,248 New
IAMOG
812
Investors Asset Management of Georgia
Georgia
$337K – – –
AMM
813
American Money Management
California
$333K -$10.9K -35 -3%
NGA
814
Naples Global Advisors
Florida
$331K +$3.1K +10 +0.8%
CLOS
815
Compagnie Lombard Odier SCmA
Switzerland
$329K -$10.9K -35 -3%
NED
816
Nancy E. Dempze
$329K – – –
CAW
817
Cornerstone Advisors (Washington)
Washington
$328K -$23.3K -75 -6%
SMFS
818
Squar Milner Financial Services
California
$328K -$10.6K -34 -3%
GIA
819
GHP Investment Advisors
Colorado
$327K – – –
SIG
820
Sky Investment Group
Connecticut
$326K +$15.5K +50 +4%
BO
821
Bach Option
Hong Kong
$323K +$366K +1,180 New
TPWA
822
TRUE Private Wealth Advisors
Oregon
$322K – – –
Cerity Partners
823
Cerity Partners
New York
$321K -$46.6K -150 -11%
HPC
824
HM Payson & Co
Maine
$320K +$16.8K +54 +5%
NB
825
NBT Bank
New York
$319K -$1.08M -3,492 -75%