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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
901
Pathstone Family Office
New Jersey
$187K +$156K +1,209 +484%
SIAS
902
Shine Investment Advisory Services
Colorado
$185K
Pzena Investment Management
903
Pzena Investment Management
New York
$183K +$183K +1,413 New
HCC
904
Hirtle Callaghan & Co
Pennsylvania
$181K
LWM
905
Lenox Wealth Management
Ohio
$180K -$4.39K -34 -2%
OFW
906
Omnia Family Wealth
Florida
$179K -$2.07K -16 -1%
ESB
907
Essex Savings Bank
Connecticut
$175K +$175K +1,356 New
IFAM
908
Institutional & Family Asset Management
Colorado
$170K
FCB
909
First Command Bank
Texas
$170K +$152K +1,176 +865%
FCFS
910
First Command Financial Services
Texas
$170K +$152K +1,176 +865%
GLI
911
Guardian Life Insurance
New York
$169K +$646 +5 +0.4%
BG
912
Bollard Group
Massachusetts
$167K +$9.69K +75 +6%
KA
913
Kaizen Advisory
Illinois
$167K +$16.9K +131 +11%
ACM
914
AUA Capital Management
Pennsylvania
$162K
NIM
915
NuWave Investment Management
New Jersey
$162K +$162K +1,255 New
TL
916
TrueWealth LLC
Georgia
$160K -$2.33K -18 -1%
MFW
917
Mosaic Family Wealth
Missouri
$158K +$1.29K +10 +0.8%
FMTCOCP
918
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$155K
NSB
919
Norway Savings Bank
Maine
$155K
HCM
920
Hilton Capital Management
New York
$152K +$8.66K +67 +6%
OAG
921
Orbis Allan Gray
Bermuda
$148K +$148K +1,145 New
PWMG
922
Prestige Wealth Management Group
New Jersey
$148K +$148K +1,146 New
DWM
923
Destination Wealth Management
California
$146K
DSC
924
Duncker Streett & Co
Missouri
$144K
FFC
925
First Financial Corp
Indiana
$142K -$22.6K -175 -14%