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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
851
Pin Oak Investment Advisors
Texas
$259K
CL
852
CSS LLC
Illinois
$259K +$249K +820 New
CCM
853
Coldstream Capital Management
Washington
$258K -$53.7K -177 -18%
CPO
854
Cerity Partners OCIO
New York
$258K -$48.3K -159 -16%
ATWA
855
Arbor Trust Wealth Advisors
Michigan
$256K
TFS
856
Thoroughbred Financial Services
Tennessee
$256K +$33.7K +111 +16%
PCA
857
Personal Capital Advisors
California
$255K -$37.3K -123 -13%
SRC
858
Sage Rhino Capital
California
$254K +$2.12K +7 +0.9%
MIH
859
Meitav Investment House
Israel
$253K -$60.7K -200 -20%
ACM
860
Adalta Capital Management
New York
$253K
CB
861
Community Bank
New York
$253K
LIM
862
Leavell Investment Management
Alabama
$253K
NCM
863
Northside Capital Management
Oregon
$252K
IC
864
Ikarian Capital
Texas
$252K +$241K +795 New
Cetera Investment Advisers
865
Cetera Investment Advisers
Illinois
$252K +$242K +797 New
IIM
866
Ipswich Investment Management
Massachusetts
$247K -$7.59K -25 -3%
MCM
867
Maple Capital Management
Vermont
$247K
TIA
868
Tiemann Investment Advisors
California
$246K +$7.59K +25 +3%
RFA
869
Reilly Financial Advisors
California
$245K
MCA
870
Mercer Capital Advisers
New Jersey
$245K +$235K +775 New
NFG
871
Next Financial Group
Texas
$244K +$48.6K +160 +26%
PFO
872
Pathstone Family Office
New Jersey
$244K +$184K +607 +363%
AWM
873
Altium Wealth Management
New York
$244K +$234K +772 New
JIC
874
Joel Isaacson & Co
New York
$243K +$3.04K +10 +1%
NB
875
NBT Bank
New York
$243K +$24.3K +80 +12%