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Name Holding Trade Value Shares
Change
Change in
Stake
NG
1001
Northstar Group
New York
$262K -$19.7K -100 -8%
FLI
1002
Family Legacy Inc
South Carolina
$262K -$10.9K -55 -4%
BHBT
1003
Burke & Herbert Bank & Trust
Virginia
$261K – – –
ESBC
1004
E.S. Barr & Co
Kentucky
$261K – – –
MHIC
1005
Marble Harbor Investment Counsel
Massachusetts
$261K – – –
EGA
1006
E&G Advisors
Texas
$261K +$237K +1,200 New
SHGA
1007
Sand Hill Global Advisors
California
$261K +$237K +1,200 New
SSG
1008
Summit Securities Group
New York
$261K +$237K +1,200 New
BOS
1009
Bingham Osborn & Scarborough
California
$259K +$236K +1,194 New
CIC
1010
Carnegie Investment Counsel
Ohio
$258K – – –
RCM
1011
RB Capital Management
Nevada
$258K +$234K +1,186 New
PNC
1012
Park National Corp
Ohio
$256K +$1.97K +10 +0.9%
RWMH
1013
Riverpoint Wealth Management Holdings
Illinois
$254K +$395 +2 +0.2%
MIM
1014
Marco Investment Management
Georgia
$253K – – –
BWM
1015
BigSur Wealth Management
Florida
$250K – – –
Lido Advisors
1016
Lido Advisors
California
$249K -$43.8K -222 -16%
CCA
1017
Cobblestone Capital Advisors
New York
$249K +$226K +1,145 New
GI
1018
Gradient Investments
Minnesota
$248K – – –
SFS
1019
Summit Financial Strategies
Ohio
$247K +$224K +1,135 New
WGCA
1020
Wolf Group Capital Advisors
Virginia
$245K -$58.6K -297 -21%
SPIA
1021
Steward Partners Investment Advisory
New York
$244K +$3.95K +20 +2%
HFA
1022
High Falls Advisors
New York
$244K +$4.54K +23 +2%
CAI
1023
Capital Advisors Inc
Oklahoma
$243K -$30.6K -155 -12%
AI
1024
Accredited Investors
Minnesota
$241K +$197 +1 +0.1%
KSA
1025
Ken Stern & Associates
California
$240K – – –