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Name Holding Trade Value Shares
Change
Change in
Stake
11A
1851
10-15 Associates
New York
$289K
FHA
1852
First Horizon Advisors
Tennessee
$289K +$31.8K +107 +10%
TA
1853
TCG Advisors
Texas
$289K +$356K +1,197 New
PAM
1854
PVG Asset Management
Colorado
$288K +$355K +1,193 New
AWM
1855
Argent Wealth Management
Massachusetts
$287K -$30.9K -104 -9%
BOS
1856
Bingham Osborn & Scarborough
California
$287K +$12.5K +42 +4%
PFBT
1857
Parkside Financial Bank & Trust
Missouri
$287K +$33K +111 +10%
SCI
1858
S&CO Inc
Massachusetts
$286K +$352K +1,184 New
CP
1859
Coho Partners
Pennsylvania
$284K
CHA
1860
Carmichael Hill & Associates
Maryland
$284K +$22.3K +75 +7%
SCA
1861
Stonebridge Capital Advisors
Minnesota
$282K -$18.7K -63 -5%
DMC
1862
Drexel Morgan & Co
Pennsylvania
$282K
SPIO
1863
Seven Post Investment Office
California
$281K
WKWM
1864
Walter & Keenan Wealth Management
Indiana
$280K -$59.2K -199 -14%
EPA
1865
Element Pointe Advisors
Florida
$280K -$12.8K -43 -4%
AMCA
1866
Arthur M. Cohen & Associates
Illinois
$280K +$8.92K +30 +3%
FNT
1867
First Nebraska Trust
Nebraska
$279K
FFS
1868
Founders Financial Securities
Maryland
$278K +$25.9K +87 +8%
LJAC
1869
L.J. Altfest & Co
New York
$276K +$339K +1,141 New
KFGK
1870
Keystone Financial Group (Kentucky)
Kentucky
$275K +$10.7K +36 +3%
CPO
1871
Cerity Partners OCIO
New York
$275K +$66.6K +224 +25%
NAS
1872
Nicolet Advisory Services
Wisconsin
$273K +$92.2K +310 +38%
CT
1873
Chicago Trust
Illinois
$271K -$93.7K -315 -22%
SICM
1874
Sustainable Insight Capital Management
New York
$269K
OR
1875
Olympiad Research
Connecticut
$269K +$331K +1,113 New