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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1101
Cohen & Steers
New York
$231K +$638 +3 +0.3%
SS
1102
Simplicity Solutions
Minnesota
$230K -$310K -1,458 -58%
FMTC
1103
Farmers & Merchants Trust Company
California
$230K
FC
1104
Financial Consulate
Maryland
$230K +$229K +1,075 New
NFG
1105
Nadler Financial Group
Illinois
$229K -$15.1K -71 -6%
SICM
1106
Sustainable Insight Capital Management
New York
$225K
BCA
1107
Berman Capital Advisors
Georgia
$223K +$38.3K +180 +21%
KPCM
1108
Kings Point Capital Management
New York
$222K
SAM
1109
Strategy Asset Managers
California
$220K -$626K -2,944 -74%
KMWM
1110
Keudell/Morrison Wealth Management
Oregon
$216K -$19.4K -91 -8%
BOH
1111
Bank of Hawaii
Hawaii
$216K -$2.13K -10 -1%
FFC
1112
First Financial Corp
Indiana
$216K -$1.28K -6 -0.6%
CCA
1113
Cobblestone Capital Advisors
New York
$216K
CLOS
1114
Compagnie Lombard Odier SCmA
Switzerland
$214K -$191K -900 -47%
GTAM
1115
Global Trust Asset Management
Florida
$214K -$213 -1 -0.1%
JBA
1116
Johnson Bixby & Associates
Washington
$214K
LCM
1117
Leisure Capital Management
California
$214K
PC
1118
Permanens Capital
New York
$214K
3F
1119
360 Financial
Minnesota
$214K +$213 +1 +0.1%
AC
1120
Athanor Capital
New York
$214K +$213K +1,001 New
IC
1121
Intersect Capital
California
$213K -$4.04K -19 -2%
ECM
1122
Elgethun Capital Management
South Dakota
$213K +$426 +2 +0.2%
IWM
1123
IHT Wealth Management
Illinois
$212K -$15.1K -71 -7%
CWM
1124
Curi Wealth Management
North Carolina
$212K +$213 +1 +0.1%
CIAS
1125
Capital Investment Advisory Services
North Carolina
$210K -$86K -404 -29%