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Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
1826
Israel Discount Bank of New York
New York
$388K -$268K -1,495 -40%
TF
1827
Trek Financial
Arizona
$388K +$405K +2,261 New
JFA
1828
JNBA Financial Advisors
Minnesota
$384K -$114K -634 -22%
LWA
1829
Lenox Wealth Advisors
New York
$384K -$89.7K -500 -18%
CP
1830
Coho Partners
Pennsylvania
$379K
LJHT
1831
Laurie J. Hall Trustee
$376K
CF
1832
Copperwynd Financial
Arizona
$376K +$43.8K +244 +13%
CAG
1833
Crestwood Advisors Group
Massachusetts
$375K -$59K -329 -13%
MCM
1834
McRae Capital Management
New Jersey
$374K +$17.9K +100 +5%
BI
1835
Ballast Inc
Kentucky
$373K -$106K -591 -21%
BCA
1836
Berman Capital Advisors
Georgia
$373K +$37.7K +210 +11%
OFW
1837
Omnia Family Wealth
Florida
$373K +$81.8K +456 +27%
EDRIA
1838
Edmonds Duncan Registered Investment Advisors
Kansas
$372K
WFG
1839
Wills Financial Group
Virginia
$371K +$717 +4 +0.2%
CCA
1840
Clearwater Capital Advisors
Illinois
$370K -$897 -5 -0.2%
CHP
1841
Cable Hill Partners
Oregon
$369K -$2.33K -13 -0.6%
M
1842
MOTCO
Texas
$368K -$5.92K -33 -2%
CS
1843
Cannell & Spears
New York
$368K +$15.4K +86 +4%
HWA
1844
HHM Wealth Advisors
Tennessee
$368K +$384K +2,139 New
TVAMP
1845
Tennessee Valley Asset Management Partners
Tennessee
$368K +$384K +2,141 New
FCA
1846
FLC Capital Advisors
California
$367K +$383K +2,135 New
BWA
1847
BDO Wealth Advisors
Florida
$366K -$17.9K -100 -4%
SIC
1848
Sigma Investment Counselors
Michigan
$366K +$97.7K +545 +34%
BCM
1849
Birmingham Capital Management
Alabama
$365K -$24.4K -136 -6%
OPTFSNA
1850
Old Point Trust & Financial Services N A
Virginia
$365K