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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1051
Palisades Hudson Asset Management
Florida
$203K
SBWM
1052
Sunflower Bank Wealth Management
Arizona
$203K
BFIM
1053
Beese Fulmer Investment Management
Ohio
$202K
TF
1054
Tompkins Financial
New York
$201K -$39.7K -1,336 -16%
EWM
1055
Edge Wealth Management
New York
$200K
SFFS
1056
Stonehage Fleming Financial Services
Jersey
$188K
RS
1057
Robeco Schweiz
Switzerland
$182K +$196K +6,600 New
MAM
1058
Meeder Asset Management
Ohio
$181K +$178K +5,982 +1,574%
EDRS
1059
Edmond de Rothschild (Suisse)
Switzerland
$178K +$89.1K +3,000 +92%
SAM
1060
Solaris Asset Management
New York
$173K
JWM
1061
Jackson Wealth Management
Florida
$168K +$170K +5,710 New
MPWT
1062
MassMutual Private Wealth & Trust
Connecticut
$165K +$52.8K +1,776 +41%
CFSG
1063
Community Financial Services Group
Vermont
$165K
WA
1064
Waverly Advisors
Alabama
$165K +$21.3K +716 +14%
PSI
1065
Pinnacle Summer Investments
Virginia
$162K +$9.51K +320 +6%
KT
1066
Kanaly Trust
Texas
$161K +$13K +438 +8%
KA
1067
Klingman & Associates
New York
$157K
TSW
1068
Thompson Siegel & Walmsley
Virginia
$157K +$22.2K +748 +16%
HFM
1069
Hartford Financial Management
Connecticut
$157K +$59.4K +2,000 +57%
SC
1070
SRB Corp
Massachusetts
$156K +$15K +506 +10%
GWM
1071
Gupta Wealth Management
California
$151K +$34.9K +1,174 +28%
CFA
1072
Carroll Financial Associates
North Carolina
$150K +$21.6K +728 +17%
JIC
1073
Joel Isaacson & Co
New York
$149K -$2.44K -82 -2%
ECM
1074
Estabrook Capital Management
New York
$145K +$2.85K +96 +2%
AP
1075
Atwood & Palmer
Missouri
$144K -$25.8K -868 -15%