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Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
951
Cape Cod Five Cents Savings Bank
Massachusetts
$215K +$236K +1,133 New
FIM
952
Fernwood Investment Management
Massachusetts
$214K +$235K +1,125 New
CCM
953
Coldstream Capital Management
Washington
$213K +$233K +1,119 New
BP
954
BBR Partners
New York
$212K +$232K +1,114 New
CC
955
Cadinha & Co
Hawaii
$211K – – –
GWI
956
Grace & White Inc
New York
$211K +$232K +1,112 New
Carson Wealth (CWM LLC)
957
Carson Wealth (CWM LLC)
Nebraska
$210K +$226K +1,083 +5,157%
MFG
958
Magnus Financial Group
New York
$210K +$231K +1,108 New
PFA
959
Pure Financial Advisors
California
$207K -$11.5K -55 -5%
JIP
960
Jaffetilchin Investment Partners
Florida
$207K +$227K +1,090 New
MWM
961
Meridian Wealth Management
Kentucky
$207K +$228K +1,092 New
TCM
962
Telos Capital Management
California
$206K +$226K +1,083 New
IIC
963
Integrated Investment Consultants
Michigan
$206K +$226K +1,084 New
RC
964
Roundview Capital
New Jersey
$205K +$225K +1,077 New
GLI
965
Guardian Life Insurance
New York
$204K +$80.7K +387 +56%
CB
966
Community Bank
New York
$203K +$31.9K +153 +17%
W
967
Wealthquest
Ohio
$203K +$224K +1,074 New
RPC
968
Rossmore Private Capital
Connecticut
$202K +$222K +1,066 New
WANY
969
Wealthspire Advisors (New York)
New York
$200K +$219K +1,052 New
FBT
970
First Bank & Trust
South Dakota
$200K +$220K +1,055 New
SLF
971
Sun Life Financial
Ontario, Canada
$199K +$79.3K +380 +57%
CFGS
972
Concourse Financial Group Securities
Alabama
$199K +$192K +921 +720%
BRC
973
Bell Rock Capital
Delaware
$198K – – –
PHK
974
Point72 Hong Kong
Hong Kong
$198K +$217K +1,041 New
KA
975
Kaizen Advisory
Illinois
$194K +$93.5K +448 +78%