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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1501
Agran Libbie
California
$248K +$2.08K +37 +0.9%
RFA
1502
Reilly Financial Advisors
California
$246K -$2.81K -50 -1%
PHK
1503
Point72 Hong Kong
Hong Kong
$245K +$243K +4,331 New
NEPWA
1504
New England Private Wealth Advisors
Massachusetts
$243K +$240K +4,270 New
EA
1505
Emerald Advisers
Pennsylvania
$241K -$83.6K -1,488 -26%
PAMG
1506
Patton Albertson Miller Group
Tennessee
$239K -$23.3K -415 -9%
SIM
1507
Sterling Investment Management
Arizona
$238K +$13.6K +242 +6%
RR
1508
Robotti Robert
$237K – – –
PHAM
1509
Palisades Hudson Asset Management
Florida
$236K – – –
LWA
1510
Lenox Wealth Advisors
New York
$233K -$33.6K -599 -13%
JWM
1511
Jacobus Wealth Management
Wisconsin
$233K – – –
KA
1512
Kovack Advisors
Florida
$233K +$231K +4,113 New
TT
1513
Tiedemann Trust
Delaware
$229K – – –
CCM
1514
Coldstream Capital Management
Washington
$229K +$4.61K +82 +2%
KLWA
1515
Kelly Lawrence W & Associates
California
$226K -$11.7K -209 -5%
DJSG
1516
D.J. St. Germain
Massachusetts
$226K – – –
FBA
1517
Front Barnett Associates
Illinois
$226K – – –
BCM
1518
Bares Capital Management
Texas
$225K – – –
BCM
1519
Breithorn Capital Management
New York
$222K – – –
LCM
1520
Liberty Capital Management
Michigan
$222K – – –
CP
1521
Camelot Portfolios
Ohio
$220K – – –
DCM
1522
Dynamic Capital Management
Jersey
$219K -$597K -10,632 -73%
CHC
1523
City Holding Co
West Virginia
$216K – – –
CW
1524
Cobiz Wealth
Colorado
$216K +$3.42K +61 +2%
SG
1525
Somerset Group
Minnesota
$214K – – –