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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
901
Cobblestone Capital Advisors
New York
$255K
CAG
902
Crestwood Advisors Group
Massachusetts
$254K +$14.3K +228 +6%
B
903
Bailard
California
$254K +$40.2K +642 +20%
CFP
904
Catalyst Financial Partners
Massachusetts
$254K -$48.6K -777 -17%
IA
905
IFG Advisory
Georgia
$254K +$5.7K +91 +2%
AGM
906
Alpine Global Management
New York
$251K +$238K +3,797 New
KI
907
Koch Industries
Kansas
$251K
PCMC
908
Paragon Capital Management (Colorado)
Colorado
$250K -$54.6K -872 -19%
WF
909
Wayfinding Financial
Washington
$249K +$12.1K +193 +5%
EM
910
Excalibur Management
Massachusetts
$248K
VT
911
Vise Technologies
New York
$245K -$20.5K -328 -8%
LFG
912
Lockerman Financial Group
California
$244K +$1.25K +20 +0.5%
EWM
913
Evercore Wealth Management
New York
$243K +$230K +3,676 New
BJL
914
Brighton Jones LLC
Washington
$243K -$14.9K -238 -6%
SI
915
Symmetry Investments
Jersey
$241K +$228K +3,649 New
GAM
916
Griffin Asset Management
New York
$241K
BIAS
917
Beacon Investment Advisory Services
New Jersey
$241K +$2.31K +37 +1%
VDI
918
Vaughan David Investments
Illinois
$238K -$4.63K -74 -2%
GI
919
GAMMA Investing
California
$235K +$212K +3,395 New
MCAI
920
Members Capital Advisors Inc
Wisconsin
$235K
APA
921
Astoria Portfolio Advisors
New York
$235K +$223K +3,557 New
DE
922
Day & Ennis
Georgia
$232K
CIA
923
Cladis Investment Advisory
Montana
$231K
CSB
924
City State Bank
Iowa
$231K -$4.07K -65 -2%
WB
925
WesBanco Bank
West Virginia
$231K -$245K -3,910 -53%