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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
801
Holderness Investments Company
North Carolina
$267K -$1.57K -5 -0.4%
LNC
802
Lincoln National Corp
Pennsylvania
$267K +$356K +1,129 New
TPWA
803
TRUE Private Wealth Advisors
Oregon
$265K -$9.13K -29 -3%
LP
804
LGL Partners
Pennsylvania
$265K +$354K +1,123 New
PHAM
805
Palisades Hudson Asset Management
Florida
$262K -$212K -672 -38%
PA
806
Probity Advisors
Texas
$262K +$12.3K +39 +4%
NED
807
Nancy E. Dempze
$260K – – –
EIA
808
Edgemoor Investment Advisors
Maryland
$260K +$63K +200 +22%
TWM
809
Titus Wealth Management
California
$260K +$346K +1,100 New
HI
810
Horizon Investments
North Carolina
$259K +$344K +1,094 New
GEM
811
Global Endowment Management
North Carolina
$258K – – –
CGL
812
Clarius Group LLC
Washington
$257K +$343K +1,088 New
MC
813
Moors & Cabot
Massachusetts
$255K +$61.4K +195 +22%
GC
814
Gratus Capital
Georgia
$248K -$78.7K -250 -19%
RW
815
REDW Wealth
New Mexico
$248K – – –
CGA
816
Crescent Grove Advisors
Illinois
$248K +$331K +1,050 New
FWCM
817
Ferguson Wellman Capital Management
Oregon
$247K -$748K -2,376 -69%
SVWA
818
Sound View Wealth Advisors
Georgia
$247K -$205K -651 -38%
AWM
819
Altium Wealth Management
New York
$247K -$4.09K -13 -1%
PHS
820
Pekin Hardy Strauss
Illinois
$247K -$3.78K -12 -1%
ARMT
821
Amica Retiree Medical Trust
Rhode Island
$246K – – –
GD
822
Grandfield & Dodd
New York
$243K – – –
MTIM
823
Marathon Trading Investment Management
Pennsylvania
$243K +$324K +1,030 New
MPI
824
Mairs & Power Inc
Minnesota
$242K – – –
IAA
825
Independent Advisor Alliance
North Carolina
$242K +$32.7K +104 +11%