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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2176
Liberty Wealth Management
California
$226K -$480K -9,766 -69%
VLKIM
2177
Van Lanschot Kempen Investment Management
Netherlands
$226K -$34.1K -693 -14%
LP
2178
LGL Partners
Pennsylvania
$225K -$191K -3,888 -47%
SFC
2179
SYM Financial Corp
Indiana
$225K +$215K +4,364 New
LIA
2180
LBMC Investment Advisors
Tennessee
$224K -$63.9K -1,300 -23%
FIA
2181
Foundations Investment Advisors
Arizona
$224K +$221K +4,487 New
TIM
2182
Total Investment Management
Arizona
$223K +$148 +3 +0.1%
BPCE
2183
Bank Pictet & Cie (Europe)
Germany
$222K -$240K -4,890 -53%
BA
2184
Birinyi Associates
Connecticut
$222K – – –
PWA
2185
Physician Wealth Advisors
Utah
$222K +$185K +3,769 New
DP
2186
Denver PWM
Colorado
$222K +$213K +4,327 New
ANTB
2187
AMG National Trust Bank
Colorado
$221K +$211K +4,295 New
HC
2188
Hendley & Co
Ohio
$220K – – –
MIH
2189
Madison Investment Holdings
Wisconsin
$219K – – –
SNB
2190
Security National Bank
Nebraska
$219K – – –
KIA
2191
Kopp Investment Advisors
Minnesota
$218K -$13.8K -280 -6%
Dodge & Cox
2192
Dodge & Cox
California
$216K – – –
LB
2193
Legacy Bridge
Iowa
$216K – – –
FA
2194
Faithward Advisors
Pennsylvania
$216K +$206K +4,193 New
MAM
2195
Mastrapasqua Asset Management
Tennessee
$213K -$41.1K -835 -17%
CCM
2196
Carlson Capital Management
Minnesota
$213K -$5.07K -103 -2%
M
2197
Mirova
France
$213K +$18.4K +375 +10%
CMBA
2198
C.M. Bidwell & Associates
Hawaii
$213K +$203K +4,125 New
OWM
2199
Opes Wealth Management
California
$212K +$202K +4,107 New
CAM
2200
Crestone Asset Management
Colorado
$212K +$202K +4,113 New