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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1426
Wealth Architects
California
$372K -$17K -400 -4%
KF
1427
Krilogy Financial
Missouri
$371K +$2.12K +50 +0.6%
EVM
1428
Evelyn V. Moreno
$370K – – –
MIHAS
1429
Maj Invest Holding A/S
Denmark
$369K – – –
KB
1430
Kimelman & Baird
New York
$369K +$365K +8,600 New
TF
1431
Tompkins Financial
New York
$368K -$294K -6,925 -45%
PP
1432
Pegasus Partners
Wisconsin
$368K -$56.7K -1,336 -13%
AP
1433
AHL Partners
United Kingdom
$367K -$4.45M -104,863 -92%
N
1434
Natixis
France
$367K -$1.36M -32,084 -79%
AC
1435
Alexandria Capital
Virginia
$367K -$152K -3,592 -30%
DSAM
1436
Dock Street Asset Management
Florida
$366K – – –
CFS
1437
Commonwealth Financial Services
West Virginia
$361K -$37.3K -880 -9%
GAM
1438
Garrison Asset Management
Arkansas
$360K -$4.41K -104 -1%
JWM
1439
Jacobus Wealth Management
Wisconsin
$360K -$4.41K -104 -1%
TB
1440
Terril Brothers
Missouri
$359K – – –
CS
1441
Cannell & Spears
New York
$354K -$207K -4,876 -37%
TT
1442
Tiedemann Trust
Delaware
$353K -$50.2K -1,184 -13%
WPW
1443
Waldron Private Wealth
Pennsylvania
$353K -$27.4K -646 -7%
BCM
1444
Bienville Capital Management
New York
$352K – – –
TCMG
1445
TSP Capital Management Group
New Jersey
$352K – – –
PBO
1446
Peoples Bank (Ohio)
Ohio
$352K +$348K +8,201 New
NFGCM
1447
Norman Fields Gottscho Capital Management
New York
$349K – – –
CRB
1448
Chad R. Baker
$349K +$345K +8,131 New
FM
1449
Foster & Motley
Ohio
$347K -$4.03K -95 -1%
BA
1450
Bristlecone Advisors
Washington
$347K +$342K +8,068 New