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Name Holding Trade Value Shares
Change
Change in
Stake
PB
2051
Pinnacle Bancorp
Nebraska
$175K -$12.9K -300 -6%
HI
2052
Hendershot Investments
Virginia
$171K – – –
Cohen & Steers
2053
Cohen & Steers
New York
$170K +$4.84K +113 +3%
FMTCOCP
2054
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$165K +$11K +257 +7%
SN
2055
Sittner & Nelson
Oregon
$162K +$12.6K +293 +8%
CF
2056
Centaurus Financial
California
$162K +$35.2K +821 +25%
JFA
2057
JNBA Financial Advisors
Minnesota
$161K -$51.6K -1,203 -23%
CFG
2058
CKW Financial Group
Hawaii
$161K -$17.2K -400 -9%
BLC
2059
Brown, Lisle/Cummings
Rhode Island
$159K +$4.29K +100 +3%
RTC
2060
Riverview Trust Company
Washington
$159K -$78.9K -1,841 -31%
C
2061
Covestor
United Kingdom
$159K +$25.5K +595 +17%
CHC
2062
City Holding Co
West Virginia
$156K -$18.6K -434 -10%
CHA
2063
Carmichael Hill & Associates
Maryland
$156K +$50.5K +1,178 +42%
IFAM
2064
Institutional & Family Asset Management
Colorado
$155K -$2.92K -68 -2%
PK
2065
Pflug Koory
Nebraska
$155K – – –
PGAM
2066
Princeton Global Asset Management
New Jersey
$154K -$2.04M -47,559 -92%
JSAM
2067
J. Safra Asset Management
New York
$153K -$42.9K -1,000 -25%
CA
2068
Crewe Advisors
Utah
$151K +$55.6K +1,297 +51%
CFD
2069
Creative Financial Designs
Indiana
$149K +$32.6K +761 +25%
MSFP
2070
Mark Sheptoff Financial Planning
Connecticut
$146K -$7.2K -168 -4%
SC
2071
Sierra Capital
Florida
$145K -$172 -4 -0.1%
AA
2072
Addison Advisors
Vermont
$142K +$7.72K +180 +5%
CCA
2073
Catalyst Capital Advisors
New York
$142K +$20K +466 +15%
TSWM
2074
Tyler-Stone Wealth Management
Ohio
$141K -$86.1K -2,007 -36%
MWM
2075
Mascoma Wealth Management
New Hampshire
$136K -$643 -15 -0.4%