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Name Holding Trade Value Shares
Change
Change in
Stake
RMSCM
1501
R.M. Sincerbeaux Capital Management
New York
$310K – – –
GAM
1502
Garrison Asset Management
Arkansas
$306K +$225 +9 +0.1%
PHAM
1503
Palisades Hudson Asset Management
Florida
$305K -$15.1K -605 -5%
PBT
1504
Pictet Bank & Trust
Bahamas
$305K – – –
DLCIG
1505
D.L. Carlson Investment Group
New Hampshire
$302K -$560K -22,425 -66%
SC
1506
Stratford Consulting
Texas
$302K -$44.8K -1,794 -13%
CAI
1507
Capital Advisors Inc
Oklahoma
$299K -$9.98K -400 -3%
MIP
1508
Marietta Investment Partners
Wisconsin
$299K +$3K +120 +1%
AF
1509
Aldebaran Financial
$297K -$6.14K -246 -2%
VWM
1510
Vector Wealth Management
Minnesota
$297K +$26K +1,042 +10%
RFA
1511
Reilly Financial Advisors
California
$296K +$110K +4,396 +62%
VIA
1512
Vantage Investment Advisors
Pennsylvania
$295K +$19.6K +787 +7%
GA
1513
Glenhill Advisors
New York
$289K +$115K +4,591 +70%
MCM
1514
McGlinn Capital Management
Pennsylvania
$287K -$232K -9,300 -46%
BBPWM
1515
Blue Bell Private Wealth Management
Pennsylvania
$287K – – –
CCWA
1516
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$287K +$1.15K +46 +0.4%
RIA
1517
Regal Investment Advisors
Michigan
$287K +$33.5K +1,341 +14%
RC
1518
Reik & Co
New York
$283K +$28.7K +1,150 +12%
LSC
1519
Lesa Sroufe & Co
Washington
$275K – – –
EWA
1520
Exencial Wealth Advisors
Oklahoma
$274K -$1.77K -71 -0.7%
GIM
1521
Greylin Investment Management
Virginia
$274K +$12.5K +500 +5%
NYLT
1522
New York Life Trust
New York
$271K +$849 +34 +0.3%
AIM
1523
Assured Investment Management
New York
$271K +$262K +10,507 New
BII
1524
Bainco International Investors
Massachusetts
$270K -$30K -1,200 -10%
VNA
1525
VNBTrust National Association
Virginia
$269K -$47.2K -1,890 -15%