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Name Holding Trade Value Shares
Change
Change in
Stake
PB
1101
Pinnacle Bancorp
Nebraska
$232K – – –
Cohen & Steers
1102
Cohen & Steers
New York
$231K +$638 +3 +0.3%
SS
1103
Simplicity Solutions
Minnesota
$230K -$310K -1,458 -58%
FMTC
1104
Farmers & Merchants Trust Company
California
$230K – – –
FC
1105
Financial Consulate
Maryland
$230K +$229K +1,075 New
NFG
1106
Nadler Financial Group
Illinois
$229K -$15.1K -71 -6%
SICM
1107
Sustainable Insight Capital Management
New York
$225K – – –
BCA
1108
Berman Capital Advisors
Georgia
$223K +$38.3K +180 +21%
KPCM
1109
Kings Point Capital Management
New York
$222K – – –
SAM
1110
Strategy Asset Managers
California
$220K -$626K -2,944 -74%
KMWM
1111
Keudell/Morrison Wealth Management
Oregon
$216K -$19.4K -91 -8%
BOH
1112
Bank of Hawaii
Hawaii
$216K -$2.13K -10 -1%
FFC
1113
First Financial Corp
Indiana
$216K -$1.28K -6 -0.6%
CCA
1114
Cobblestone Capital Advisors
New York
$216K – – –
CLOS
1115
Compagnie Lombard Odier SCmA
Switzerland
$214K -$191K -900 -47%
GTAM
1116
Global Trust Asset Management
Florida
$214K -$213 -1 -0.1%
JBA
1117
Johnson Bixby & Associates
Washington
$214K – – –
LCM
1118
Leisure Capital Management
California
$214K – – –
PC
1119
Permanens Capital
New York
$214K – – –
3F
1120
360 Financial
Minnesota
$214K +$213 +1 +0.1%
AC
1121
Athanor Capital
New York
$214K +$213K +1,001 New
IC
1122
Intersect Capital
California
$213K -$4.04K -19 -2%
ECM
1123
Elgethun Capital Management
South Dakota
$213K +$426 +2 +0.2%
IWM
1124
IHT Wealth Management
Illinois
$212K -$15.1K -71 -7%
CWM
1125
Curi Wealth Management
North Carolina
$212K +$213 +1 +0.1%