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Name Holding Trade Value Shares
Change
Change in
Stake
HI
2051
Hendershot Investments
Virginia
$171K
Cohen & Steers
2052
Cohen & Steers
New York
$170K +$4.84K +113 +3%
FMTCOCP
2053
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$165K +$11K +257 +7%
SN
2054
Sittner & Nelson
Oregon
$162K +$12.6K +293 +8%
CF
2055
Centaurus Financial
California
$162K +$35.2K +821 +25%
JFA
2056
JNBA Financial Advisors
Minnesota
$161K -$51.6K -1,203 -23%
CFG
2057
CKW Financial Group
Hawaii
$161K -$17.2K -400 -9%
BLC
2058
Brown, Lisle/Cummings
Rhode Island
$159K +$4.29K +100 +3%
RTC
2059
Riverview Trust Company
Washington
$159K -$78.9K -1,841 -31%
C
2060
Covestor
United Kingdom
$159K +$25.5K +595 +17%
CHC
2061
City Holding Co
West Virginia
$156K -$18.6K -434 -10%
CHA
2062
Carmichael Hill & Associates
Maryland
$156K +$50.5K +1,178 +42%
IFAM
2063
Institutional & Family Asset Management
Colorado
$155K -$2.92K -68 -2%
PK
2064
Pflug Koory
Nebraska
$155K
PGAM
2065
Princeton Global Asset Management
New Jersey
$154K -$2.04M -47,559 -92%
JSAM
2066
J. Safra Asset Management
New York
$153K -$42.9K -1,000 -25%
CA
2067
Crewe Advisors
Utah
$151K +$55.6K +1,297 +51%
CFD
2068
Creative Financial Designs
Indiana
$149K +$32.6K +761 +25%
MSFP
2069
Mark Sheptoff Financial Planning
Connecticut
$146K -$7.2K -168 -4%
SC
2070
Sierra Capital
Florida
$145K -$172 -4 -0.1%
AA
2071
Addison Advisors
Vermont
$142K +$7.72K +180 +5%
CCA
2072
Catalyst Capital Advisors
New York
$142K +$20K +466 +15%
TSWM
2073
Tyler-Stone Wealth Management
Ohio
$141K -$86.1K -2,007 -36%
MWM
2074
Mascoma Wealth Management
New Hampshire
$136K -$643 -15 -0.4%
HFS
2075
Heritage Financial Services
Massachusetts
$134K +$147K +3,437 New