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Name Holding Trade Value Shares
Change
Change in
Stake
SS
776
Simplicity Solutions
Minnesota
$206K +$201K +1,355 New
HBT
777
Hills Bank & Trust
Iowa
$204K +$592 +4 +0.3%
ESBC
778
E.S. Barr & Co
Kentucky
$204K +$198K +1,336 New
MJRIC
779
Mogy Joel R Investment Counsel
California
$203K +$197K +1,333 New
KCM
780
Kanawha Capital Management
Virginia
$202K +$196K +1,323 New
BFA
781
Beaumont Financial Advisors
Massachusetts
$200K +$194K +1,313 New
HIA
782
Harbor Investment Advisory
Maryland
$195K – – –
Rockefeller Capital Management
783
Rockefeller Capital Management
New York
$187K +$17K +115 +10%
EP
784
Eudaimonia Partners
Tennessee
$184K – – –
CT
785
Caldwell Trust
Florida
$183K – – –
BBHC
786
Brown Brothers Harriman & Co
New York
$182K +$7.4K +50 +4%
AF
787
Arrow Financial
New York
$175K – – –
FMTCOCP
788
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K – – –
BWL
789
Bogart Wealth LLC
Virginia
$167K +$740 +5 +0.5%
EI
790
Ellevest Inc
New York
$161K +$22.9K +155 +17%
SFP
791
Sterling Financial Planning
New Jersey
$160K +$155K +1,050 New
APP
792
Alpha Paradigm Partners
Illinois
$157K +$153K +1,031 New
ERSOT
793
Employees Retirement System of Texas
Texas
$152K – – –
CCC
794
Crescent Capital Consulting
Louisiana
$152K +$148K +1,000 New
S
795
SignatureFD
Georgia
$148K +$9.47K +64 +7%
SFG
796
Sage Financial Group
Pennsylvania
$147K – – –
WEC
797
Winslow Evans & Crocker
Massachusetts
$145K – – –
IBOK
798
Independence Bank of Kentucky
Kentucky
$139K -$2.22K -15 -2%
HDIM
799
Hanson & Doremus Investment Management
Vermont
$138K – – –
LWM
800
Liberty Wealth Management
California
$138K +$296 +2 +0.2%