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Name Holding Trade Value Shares
Change
Change in
Stake
PHK
1501
Point72 Hong Kong
Hong Kong
$245K +$243K +4,331 New
NEPWA
1502
New England Private Wealth Advisors
Massachusetts
$243K +$240K +4,270 New
EA
1503
Emerald Advisers
Pennsylvania
$241K -$83.6K -1,488 -26%
PAMG
1504
Patton Albertson Miller Group
Tennessee
$239K -$23.3K -415 -9%
SIM
1505
Sterling Investment Management
Arizona
$238K +$13.6K +242 +6%
RR
1506
Robotti Robert
$237K
PHAM
1507
Palisades Hudson Asset Management
Florida
$236K
LWA
1508
Lenox Wealth Advisors
New York
$233K -$33.6K -599 -13%
JWM
1509
Jacobus Wealth Management
Wisconsin
$233K
KA
1510
Kovack Advisors
Florida
$233K +$231K +4,113 New
TT
1511
Tiedemann Trust
Delaware
$229K
CCM
1512
Coldstream Capital Management
Washington
$229K +$4.61K +82 +2%
KLWA
1513
Kelly Lawrence W & Associates
California
$226K -$11.7K -209 -5%
DJSG
1514
D.J. St. Germain
Massachusetts
$226K
FBA
1515
Front Barnett Associates
Illinois
$226K
BCM
1516
Bares Capital Management
Texas
$225K
BCM
1517
Breithorn Capital Management
New York
$222K
LCM
1518
Liberty Capital Management
Michigan
$222K
CP
1519
Camelot Portfolios
Ohio
$220K
DCM
1520
Dynamic Capital Management
Jersey
$219K -$597K -10,632 -73%
CHC
1521
City Holding Co
West Virginia
$216K
CW
1522
Cobiz Wealth
Colorado
$216K +$3.42K +61 +2%
SG
1523
Somerset Group
Minnesota
$214K
ICOM
1524
Investment Counselors of Maryland
Maryland
$213K
SMG
1525
Spectrum Management Group
Indiana
$213K