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Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
1001
E.S. Barr & Co
Kentucky
$261K
MHIC
1002
Marble Harbor Investment Counsel
Massachusetts
$261K
EGA
1003
E&G Advisors
Texas
$261K +$237K +1,200 New
SHGA
1004
Sand Hill Global Advisors
California
$261K +$237K +1,200 New
SSG
1005
Summit Securities Group
New York
$261K +$237K +1,200 New
BOS
1006
Bingham Osborn & Scarborough
California
$259K +$236K +1,194 New
CIC
1007
Carnegie Investment Counsel
Ohio
$258K
RCM
1008
RB Capital Management
Nevada
$258K +$234K +1,186 New
PNC
1009
Park National Corp
Ohio
$256K +$1.97K +10 +0.9%
RWMH
1010
Riverpoint Wealth Management Holdings
Illinois
$254K +$395 +2 +0.2%
MIM
1011
Marco Investment Management
Georgia
$253K
BWM
1012
BigSur Wealth Management
Florida
$250K
Lido Advisors
1013
Lido Advisors
California
$249K -$43.8K -222 -16%
CCA
1014
Cobblestone Capital Advisors
New York
$249K +$226K +1,145 New
GI
1015
Gradient Investments
Minnesota
$248K
SFS
1016
Summit Financial Strategies
Ohio
$247K +$224K +1,135 New
WGCA
1017
Wolf Group Capital Advisors
Virginia
$245K -$58.6K -297 -21%
SPIA
1018
Steward Partners Investment Advisory
New York
$244K +$3.95K +20 +2%
HFA
1019
High Falls Advisors
New York
$244K +$4.54K +23 +2%
CAI
1020
Capital Advisors Inc
Oklahoma
$243K -$30.6K -155 -12%
AI
1021
Accredited Investors
Minnesota
$241K +$197 +1 +0.1%
KSA
1022
Ken Stern & Associates
California
$240K
NEPWA
1023
New England Private Wealth Advisors
Massachusetts
$240K
FMTCOCP
1024
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$239K
BCA
1025
Benchmark Capital Advisors
New York
$239K -$39.5K -200 -15%