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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1076
Cohen & Steers
New York
$225K – – –
NFG
1077
Nadler Financial Group
Illinois
$225K – – –
FMTC
1078
Farmers & Merchants Trust Company
California
$225K +$658 +3 +0.3%
IC
1079
Intersect Capital
California
$223K +$2.63K +12 +1%
EP
1080
Edgestream Partners
New Jersey
$222K -$7.22M -32,958 -97%
TIA
1081
Tiemann Investment Advisors
California
$218K +$219 +1 +0.1%
SS
1082
Sunbelt Securities
Texas
$217K – – –
QCG
1083
Quadrant Capital Group
Ohio
$212K +$9.86K +45 +5%
FFC
1084
First Financial Corp
Indiana
$211K – – –
GC
1085
Grace Capital
Massachusetts
$211K – – –
APP
1086
Avantax Planning Partners
Iowa
$210K +$3.29K +15 +2%
KS
1087
Karpas Strategies
Connecticut
$210K +$203K +925 New
ER
1088
Enlightenment Research
Florida
$209K -$18.4K -84 -8%
CLOS
1089
Compagnie Lombard Odier SCmA
Switzerland
$209K – – –
JBA
1090
Johnson Bixby & Associates
Washington
$209K – – –
LCM
1091
Leisure Capital Management
California
$209K – – –
3F
1092
360 Financial
Minnesota
$209K +$219 +1 +0.1%
ECM
1093
Elgethun Capital Management
South Dakota
$209K +$658 +3 +0.3%
BCWM
1094
Bartlett & Co Wealth Management
Ohio
$208K -$24.5K -112 -10%
BC
1095
Bartlett & Co
Ohio
$208K -$24.5K -112 -10%
CCA
1096
Cobblestone Capital Advisors
New York
$208K -$5.48K -25 -2%
SCM
1097
Schnieders Capital Management
California
$208K +$438 +2 +0.2%
CMO
1098
Covenant Multifamily Offices
Texas
$208K +$212K +968 New
Lido Advisors
1099
Lido Advisors
California
$208K +$219K +998 New
CWM
1100
Curi Wealth Management
North Carolina
$207K +$658 +3 +0.3%