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Name Holding Trade Value Shares
Change
Change in
Stake
LS
776
Livforsakringsbolaget Skandia
Sweden
$396K
OPTFSNA
777
Old Point Trust & Financial Services N A
Virginia
$395K
DBIA
778
Dumont & Blake Investment Advisors
New Jersey
$393K
PWM
779
Perigon Wealth Management
California
$393K +$23.3K +121 +6%
BAM
780
Belpointe Asset Management
Nevada
$392K -$25.2K -131 -6%
SA
781
SL Advisors
New Jersey
$391K -$67.2K -349 -15%
ASBI
782
American State Bank (Iowa)
Iowa
$389K
FFBTD
783
First Financial Bank - Trust Division
Ohio
$389K
IA
784
IndexIQ Advisors
New York
$389K +$48.7K +253 +14%
TGAM
785
TBH Global Asset Management
Tennessee
$387K
PA
786
Profund Advisors
Maryland
$386K -$21K -109 -5%
AA
787
AF Advisors
California
$386K
BG
788
Bellevue Group
Switzerland
$386K
CTFG
789
Capstone Triton Financial Group
Oklahoma
$386K +$9.43K +49 +3%
ESB
790
Essex Savings Bank
Connecticut
$385K -$3.27K -17 -0.8%
PAS
791
Park Avenue Securities
New York
$384K -$864K -4,489 -69%
EWM
792
Evermay Wealth Management
Virginia
$382K -$19.3K -100 -5%
WJWM
793
Williams Jones Wealth Management
New York
$378K +$385 +2 +0.1%
BPB
794
Badgley, Phelps & Bell
Washington
$378K +$1.73K +9 +0.5%
MA
795
Mutual Advisors
Nebraska
$377K +$385 +2 +0.1%
QVT
796
Quantitative Value Technologies
Kansas
$371K +$370K +1,921 New
HWMG
797
Hurlow Wealth Management Group
Indiana
$370K
IA
798
IFP Advisors
Florida
$369K +$31.6K +164 +9%
CPA
799
Court Place Advisors
Maryland
$368K +$43.3K +225 +13%
BHWM
800
Bar Harbor Wealth Management
New Hampshire
$367K +$28.3K +147 +8%