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Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
926
Hamilton Point Investment Advisors
North Carolina
$5.18M +$56.2K +1,156 +1%
SNT
927
Security National Trust
West Virginia
$5.17M +$637K +13,106 +16%
BFO
928
Boston Family Office
Massachusetts
$5.16M +$17.6K +363 +0.4%
AIC
929
Argus Investors Counsel
New York
$5.16M -$466K -9,597 -9%
BHA
930
Beech Hill Advisors
New York
$5.12M -$99.6K -2,050 -2%
FFA
931
First Foundation Advisors
California
$5.12M -$245K -5,034 -5%
PFM
932
Premier Fund Managers
United Kingdom
$5.04M +$4.63M +95,343 New
OIA
933
Optimum Investment Advisors
Illinois
$5.04M +$208K +4,277 +5%
BFM
934
Boston Financial Management
Massachusetts
$5.03M +$159K +3,270 +4%
CAL
935
Capital Analysts LLC
Pennsylvania
$4.99M +$2.64M +54,332 +143%
MCP
936
Martin Capital Partners
Oregon
$4.97M +$451K +9,280 +11%
VLKIM
937
Van Lanschot Kempen Investment Management
Netherlands
$4.96M +$1.04M +21,489 +31%
CHC
938
City Holding Co
West Virginia
$4.95M +$11.3K +232 +0.3%
LPT
939
Legacy Private Trust
Wisconsin
$4.94M +$676K +13,903 +18%
MAFM
940
Mid Atlantic Financial Management
Pennsylvania
$4.93M +$26.3K +542 +0.6%
CA
941
Clearstead Advisors
Ohio
$4.93M +$168K +3,452 +4%
BO
942
BRR OpCo
Ohio
$4.92M +$1.04M +21,395 +31%
SAM
943
Shikiar Asset Management
New York
$4.91M -$261K -5,375 -6%
DCM
944
Delta Capital Management
New Jersey
$4.91M -$22.4K -460 -0.5%
CK
945
Cohen Klingenstein
New York
$4.91M
SS
946
Simplicity Solutions
Minnesota
$4.91M +$1.12M +22,955 +34%
EWM
947
Executive Wealth Management
Michigan
$4.9M +$546K +11,232 +14%
SCI
948
SkyBridge Capital II
New York
$4.89M -$594K -12,227 -12%
TBA
949
Tower Bridge Advisors
Pennsylvania
$4.86M +$1.04M +21,308 +31%
MC
950
Moors & Cabot
Massachusetts
$4.85M +$191K +3,923 +5%