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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1901
Arrow Financial
New York
$204K – – –
PWM
1902
PBMares Wealth Management
Virginia
$204K +$188K +614 New
LWCFA
1903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K +$49.2K +161 +38%
CAM
1904
Creekmur Asset Management
Illinois
$203K – – –
TT
1905
TI-Trust
Illinois
$203K +$187K +613 New
RTC
1906
Riverview Trust Company
Washington
$203K +$18.6K +61 +11%
AGC
1907
Aspen Grove Capital
Colorado
$203K +$187K +611 New
ACM
1908
Avalon Capital Management
California
$202K +$186K +608 New
CWS
1909
Cypress Wealth Services
California
$201K +$185K +606 New
GKIM
1910
GW&K Investment Management
Massachusetts
$199K +$1.53K +5 +0.8%
KB
1911
Kimelman & Baird
New York
$198K – – –
HWA
1912
HHM Wealth Advisors
Tennessee
$197K – – –
BLC
1913
Brown, Lisle/Cummings
Rhode Island
$196K – – –
CPA
1914
Capital Performance Advisors
California
$195K +$180K +589 New
RMC
1915
Resources Management Corp
Connecticut
$191K – – –
BGAI
1916
Bruce G. Allen Investments
Colorado
$191K +$41.2K +135 +31%
BC
1917
Barrett & Company
Rhode Island
$188K – – –
CAS
1918
Coppell Advisory Solutions
Texas
$188K +$37.6K +123 +27%
HCM
1919
Hollencrest Capital Management
California
$181K +$37.3K +122 +29%
PB
1920
Pinnacle Bancorp
Nebraska
$180K – – –
EDRH
1921
Edmond de Rothschild Holding
Switzerland
$179K – – –
OC
1922
Oarsman Capital
Wisconsin
$178K +$164K +536 New
GG
1923
Gleason Group
Kentucky
$171K -$4.58K -15 -3%
RCM
1924
Raleigh Capital Management
North Carolina
$168K -$270K -885 -64%
EAM
1925
Empirical Asset Management
Massachusetts
$167K – – –