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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
801
Kurt F. Somerville
$691K
BBHC
802
Brown Brothers Harriman & Co
New York
$690K -$105K -551 -13%
BI
803
Ballast Inc
Kentucky
$690K -$9.49K -50 -1%
SCA
804
Sippican Capital Advisors
Massachusetts
$686K
CG
805
CFO4Life Group
Texas
$685K +$5.32K +28 +0.7%
ADL
806
Asset Dedication LLC
California
$677K +$95.5K +503 +16%
EP
807
EPIQ Partners
Minnesota
$676K
S
808
SignatureFD
Georgia
$674K +$86K +453 +14%
HVIA
809
Hudson Valley Investment Advisors
New York
$673K -$22.8K -120 -3%
VEA
810
Virtus ETF Advisers
New York
$672K +$25.3K +133 +4%
CTA
811
Chesley Taft & Associates
Illinois
$670K -$50.5K -266 -7%
WA
812
WBH Advisory
Maryland
$667K -$1.71K -9 -0.2%
CGL
813
Clarius Group LLC
Washington
$667K +$34.9K +184 +5%
MCWA
814
Meadow Creek Wealth Advisors
Georgia
$666K +$9.69K +51 +1%
GIA
815
Guyasuta Investment Advisors
Pennsylvania
$665K
DDC
816
DF Dent & Co
Maryland
$663K -$3.42K -18 -0.5%
GCM
817
GoodHaven Capital Management
New Jersey
$659K
BHA
818
Beech Hill Advisors
New York
$657K
APWM
819
Atlas Private Wealth Management
New York
$657K +$22.8K +120 +3%
RFA
820
Resurgent Financial Advisors
Georgia
$656K +$48.2K +254 +8%
AFM
821
Abbot Financial Management
Massachusetts
$649K +$190 +1 +0%
GIP
822
Granite Investment Partners
California
$637K
NAMP
823
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$637K +$19K +100 +3%
CIM
824
CIM Investment Management
Pennsylvania
$636K
SPC
825
Sigma Planning Corp
Michigan
$627K +$40.6K +214 +7%