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Name Holding Trade Value Shares
Change
Change in
Stake
NVCHI
976
New Vernon Capital Holdings II
New Jersey
$206K +$200K +582 New
FL
977
Fort LP
Maryland
$205K +$88.5K +257 +79%
CAM
978
Carret Asset Management
New York
$204K +$198K +576 New
CT
979
Coastline Trust
Rhode Island
$202K +$197K +573 New
GLI
980
Guardian Life Insurance
New York
$201K -$5.51K -16 -3%
BJL
981
Brighton Jones LLC
Washington
$201K +$196K +570 New
CAL
982
Capital Analysts LLC
Pennsylvania
$200K +$24.8K +72 +15%
LFA
983
Legacy Financial Advisors
Kentucky
$196K
SLF
984
Sun Life Financial
Ontario, Canada
$195K -$523K -1,520 -73%
BWP
985
Baldwin Wealth Partners
Massachusetts
$191K +$48.9K +142 +36%
KF
986
Krilogy Financial
Missouri
$191K +$186K +540 New
GP
987
Girard Partners
Pennsylvania
$187K +$183K +532 New
HDIM
988
Hanson & Doremus Investment Management
Vermont
$185K
CFA
989
Carroll Financial Associates
North Carolina
$183K +$1.38K +4 +0.8%
FC
990
Ferris Capital
Massachusetts
$182K -$7.92K -23 -4%
PFO
991
Pathstone Family Office
New Jersey
$182K +$17.2K +50 +11%
RP
992
Rowlandmiller & Partners
Georgia
$179K
RFWA
993
RPg Family Wealth Advisory
Massachusetts
$177K -$137K -397 -44%
KA
994
Kaizen Advisory
Illinois
$176K
HCM
995
Horan Capital Management
Maryland
$175K -$4.6M -13,349 -96%
PG
996
Patten Group
Tennessee
$167K
SQA
997
Simon Quick Advisors
New Jersey
$167K +$7.92K +23 +5%
SFSIG
998
San Francisco Sentry Investment Group
California
$164K +$27.5K +80 +21%
CAM
999
Columbia Asset Management
Michigan
$163K +$158K +460 New
ABA
1000
American Beacon Advisors
Texas
$162K +$20.7K +60 +15%