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Name Holding Trade Value Shares
Change
Change in
Stake
KBG
1801
Kahn Brothers Group
New York
$200K
PWM
1802
Paulson Wealth Management
Illinois
$200K -$52.2K -1,558 -20%
NAS
1803
NWF Advisory Services
California
$200K +$214K +6,377 New
DIP
1804
DT Investment Partners
Pennsylvania
$196K
AF
1805
Aviso Financial
Ontario, Canada
$193K +$6.8K +203 +3%
UBP
1806
Union Bancaire Privee
Switzerland
$191K
SGK
1807
Steigerwald Gordon & Koch
Virginia
$189K +$1.61K +48 +0.8%
PR
1808
Payden & Rygel
California
$181K
BBPWM
1809
Blue Bell Private Wealth Management
Pennsylvania
$175K -$28.7K -855 -13%
CT
1810
Caldwell Trust
Florida
$173K +$39.8K +1,188 +27%
HB
1811
Horizon Bancorp
Indiana
$173K +$65.6K +1,957 +55%
SC
1812
Solstein Capital
California
$172K -$412K -12,303 -69%
EPIM
1813
Evelyn Partners Investment Management
$170K
VFM
1814
Vision Financial Markets
Connecticut
$170K +$181K +5,400 New
CHC
1815
City Holding Co
West Virginia
$166K -$8.51K -254 -5%
PCFFS
1816
Pacific Center for Financial Services
California
$165K
CBT
1817
Crews Bank & Trust
Florida
$162K -$44.6K -1,330 -20%
CH
1818
Canton Hathaway
Rhode Island
$161K
OC
1819
Oakworth Capital
Alabama
$160K -$7.84K -234 -4%
FHC
1820
First Horizon Corporation
Tennessee
$158K +$169K +5,042 New
CH
1821
Cromwell Holdings
Wyoming
$155K -$118K -3,510 -42%
TIM
1822
Tortoise Investment Management
New York
$154K -$1.78K -53 -1%
CAM
1823
Creekmur Asset Management
Illinois
$153K -$116K -3,453 -41%
SS
1824
SBI Securities
Japan
$152K +$63.1K +1,882 +64%
CB
1825
CNB Bank
Pennsylvania
$151K +$10.7K +320 +7%