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Name Holding Trade Value Shares
Change
Change in
Stake
DE
1626
Day & Ennis
Georgia
$262K – – –
PO
1627
Private Ocean
California
$262K +$79K +1,872 +43%
SNT
1628
Security National Trust
West Virginia
$261K -$16.5K -390 -6%
TTWM
1629
TCV Trust & Wealth Management
Virginia
$260K – – –
GCAC
1630
Guardian Capital Advisors (Canada)
Ontario, Canada
$260K +$30.4K +720 +14%
TF
1631
Tompkins Financial
New York
$257K -$119K -2,818 -32%
COI
1632
Capital One Investing
Virginia
$257K +$33.1K +784 +15%
FIM
1633
Freedom Investment Management
Connecticut
$256K -$31.5K -747 -11%
GEM
1634
Global Endowment Management
North Carolina
$255K -$218K -5,170 -46%
CWM
1635
Cornerstone Wealth Management
Missouri
$255K -$31.2K -739 -11%
OHS
1636
Odey Holdings (Switzerland)
Switzerland
$255K +$173K +4,100 +212%
KBG
1637
Kahn Brothers Group
New York
$254K +$183K +4,346 +261%
ACP
1638
Arcus Capital Partners
Georgia
$254K -$13.9K -330 -5%
AP
1639
Atwood & Palmer
Missouri
$254K -$9.11K -216 -3%
PSG
1640
Planning Solutions Group
Maryland
$254K -$3.25K -77 -1%
LFA
1641
Legacy Financial Advisors
Kentucky
$254K -$548 -13 -0.2%
MLIC
1642
Mandatum Life Insurance Company
Finland
$254K – – –
MFW
1643
Meristem Family Wealth
Minnesota
$254K +$9.41K +223 +4%
HWA
1644
Heritage Wealth Advisors
Virginia
$252K +$12.7K +300 +5%
WA
1645
Wealth Architects
California
$252K +$252K +5,971 New
SM
1646
Sciencast Management
New Jersey
$251K +$240K +5,700 New
LC
1647
LCNB Corp
Ohio
$250K -$6.2K -147 -2%
PP
1648
PDS Planning
Ohio
$250K +$11.6K +275 +5%
RWM
1649
Ritholtz Wealth Management
New York
$249K +$84 +2 +0%
PBO
1650
Peoples Bank (Ohio)
Ohio
$249K +$7.3K +173 +3%