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Name Holding Trade Value Shares
Change
Change in
Stake
CHC
1751
City Holding Co
West Virginia
$918K +$19.1K +78 +2%
WKWM
1752
Walter & Keenan Wealth Management
Indiana
$917K +$47.9K +196 +6%
SAA
1753
Southeast Asset Advisors
Georgia
$915K +$341K +1,395 +61%
MPIA
1754
Mountain Pacific Investment Advisers
Idaho
$913K – – –
MFG
1755
Magnus Financial Group
New York
$913K +$223K +911 +33%
MIM
1756
MTM Investment Management
South Carolina
$911K +$978 +4 +0.1%
SAM
1757
Secure Asset Management
Michigan
$910K -$135K -550 -13%
IFWM
1758
Institute for Wealth Management
Colorado
$908K -$1.96K -8 -0.2%
Horizon Kinetics Asset Management
1759
Horizon Kinetics Asset Management
New York
$908K – – –
TC
1760
Truvestments Capital
Florida
$906K +$246K +1,004 +38%
TWM
1761
Trueblood Wealth Management
Ohio
$906K +$86.8K +355 +11%
PC
1762
Port Capital
Illinois
$905K -$110K -450 -11%
T
1763
Tableaux
Massachusetts
$903K +$460K +1,880 +107%
IAS
1764
Investment Advisory Services
Texas
$903K -$6.12K -25 -0.7%
CAAM
1765
Cornerstone Advisors Asset Management
Pennsylvania
$903K – – –
HTHT
1766
Hemenway Trust Hemenway Trust
New Hampshire
$903K +$76.8K +314 +9%
WC
1767
Weil Company
California
$902K -$48.9K -200 -5%
CFD
1768
Creative Financial Designs
Indiana
$901K -$1.71K -7 -0.2%
SIA
1769
Soltis Investment Advisors
Utah
$900K -$20.3K -83 -2%
WF
1770
WinCap Financial
Massachusetts
$899K +$66.5K +272 +8%
CL
1771
CLG LLC
California
$896K +$5.63K +23 +0.6%
FWTB
1772
First Western Trust Bank
Colorado
$896K -$40.4K -165 -4%
NHT
1773
New Hampshire Trust
New Hampshire
$895K – – –
RCA
1774
Resonant Capital Advisors
Wisconsin
$893K +$40.1K +164 +5%
OFS
1775
Oldfather Financial Services
Nebraska
$892K – – –