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Name Holding Trade Value Shares
Change
Change in
Stake
PBO
1851
Peoples Bank (Ohio)
Ohio
$328K -$5.36K -150 -2%
GC
1852
Gilbert & Cook
Iowa
$328K -$929 -26 -0.3%
WA
1853
Wealth Architects
California
$327K -$21.3K -595 -7%
BCM
1854
Brown Capital Management
Maryland
$327K
MFW
1855
Meristem Family Wealth
Minnesota
$325K -$6.07K -170 -2%
VCM
1856
Vivaldi Capital Management
Illinois
$324K -$4.46K -125 -1%
HT
1857
Heritage Trust
Oklahoma
$321K -$5.29K -148 -2%
FBT
1858
First Bank & Trust
South Dakota
$321K +$9.39K +263 +3%
HCM
1859
Hengehold Capital Management
Ohio
$320K -$2.04K -57 -0.7%
FNBTCON
1860
First National Bank & Trust Co of Newtown
Pennsylvania
$319K
BW
1861
Biegel & Waller
Maryland
$319K +$11.3K +315 +4%
CS
1862
Cannell & Spears
New York
$315K
DAM
1863
Diamant Asset Management
Connecticut
$313K +$291K +8,160 New
LWA
1864
Lenox Wealth Advisors
New York
$312K +$290K +8,131 +62,546%
CB
1865
CNB Bank
Pennsylvania
$312K +$291K +8,136 New
AWM
1866
Altium Wealth Management
New York
$308K +$288K +8,055 New
LCM
1867
Leisure Capital Management
California
$307K +$21.8K +611 +8%
SAM
1868
Seelaus Asset Management
New Jersey
$307K +$286K +8,010 New
AIM
1869
Advantage Investment Management
Iowa
$304K -$36.6K -1,025 -11%
NQWM
1870
Northwest Quadrant Wealth Management
Oregon
$304K -$7.04K -197 -2%
HFS
1871
Haverford Financial Services
Pennsylvania
$301K +$10.5K +293 +4%
AIS
1872
American Investment Services
Massachusetts
$299K -$2.58M -72,088 -90%
BP
1873
Broadleaf Partners
Ohio
$299K +$279K +7,806 New
NCM
1874
Noesis Capital Mangement
Florida
$298K +$7.29K +204 +3%
CHP
1875
Cable Hill Partners
Oregon
$296K +$27.1K +759 +11%