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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
1501
ABN AMRO Investment Solutions
$234K -$12.7K -148 -5%
HTHT
1502
Hemenway Trust Hemenway Trust
New Hampshire
$233K
BFS
1503
Bard Financial Services
Connecticut
$233K -$15.5K -180 -6%
SB
1504
Simmons Bank
Arkansas
$233K -$85.3K -993 -25%
GKWIM
1505
Gerber Kawasaki Wealth & Investment Management
California
$233K +$36.7K +427 +17%
KA
1506
Kure Advisory
Minnesota
$232K +$255K +2,965 New
MFS
1507
Mirabella Financial Services
United Kingdom
$232K +$254K +2,964 New
WA
1508
WP Advisors
California
$232K +$47K +547 +23%
NWM
1509
Northcape Wealth Management
New York
$231K -$20.9K -243 -8%
LWM
1510
Lodestone Wealth Management
Washington
$231K -$4.55K -53 -2%
CHC
1511
City Holding Co
West Virginia
$229K -$20.6K -240 -8%
SA
1512
Strategic Advocates
Utah
$227K +$249K +2,905 New
VCP
1513
Verus Capital Partners
Arizona
$227K +$249K +2,900 New
P
1514
&Partners
Tennessee
$227K +$10.3K +120 +4%
RFG
1515
RFP Financial Group
Georgia
$226K +$44.6K +520 +22%
NAS
1516
Nicolet Advisory Services
Wisconsin
$225K +$4.89K +57 +2%
HCM
1517
Hall Capital Management
Rhode Island
$225K
Kayne Anderson Rudnick Investment Management
1518
Kayne Anderson Rudnick Investment Management
California
$225K
SIAG
1519
Safeguard Investment Advisory Group
California
$225K -$11.3K -132 -4%
FCB
1520
First County Bank
Connecticut
$224K -$111K -1,292 -31%
MF
1521
Manchester Financial
California
$224K +$245K +2,857 New
NC
1522
NBW Capital
Massachusetts
$223K -$4.12K -48 -2%
GA
1523
Greenhaven Associates
New York
$222K
HC
1524
Hamilton Capital
Ohio
$221K +$242K +2,818 New
RIS
1525
Retirement Income Solutions
Michigan
$220K -$49.3K -574 -17%