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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1601
Halsey Associates
Connecticut
$299K +$877 +15 +0.3%
CFA
1602
CT Financial Advisors
Pennsylvania
$298K – – –
AF
1603
Aldebaran Financial
$298K +$409 +7 +0.1%
LP
1604
LMR Partners
United Kingdom
$297K +$292K +4,990 New
EWA
1605
EP Wealth Advisors
California
$295K -$7.95K -136 -3%
CHC
1606
City Holding Co
West Virginia
$291K +$15.7K +268 +6%
VSWA
1607
Vontobel Swiss Wealth Advisors
Switzerland
$290K – – –
BI
1608
Boulegeris Investments
Georgia
$289K +$284K +4,860 New
FHB
1609
First Hawaiian Bank
Hawaii
$288K -$48.9K -837 -15%
AF
1610
Allworth Financial
California
$288K +$26.8K +458 +10%
Edgewood Management
1611
Edgewood Management
Connecticut
$287K – – –
MGAM
1612
McGowan Group Asset Management
Texas
$287K +$175 +3 +0.1%
RPA
1613
Rock Point Advisors
Vermont
$286K – – –
BHC
1614
Bowen Hanes & Co
Florida
$283K – – –
SS
1615
Sunbelt Securities
Texas
$283K +$7.84K +134 +3%
FPCP
1616
Fort Point Capital Partners
California
$283K +$288K +4,925 New
CCM
1617
Condor Capital Management
New Jersey
$281K -$3.74K -64 -1%
YMRC
1618
Yorktown Management & Research Company
Virginia
$281K – – –
BCP
1619
Berkeley Capital Partners
Georgia
$280K -$232K -3,966 -46%
GCAC
1620
Guardian Capital Advisors (Canada)
Ontario, Canada
$279K -$12.3K -210 -4%
CRC
1621
Curi RMB Capital
Illinois
$279K +$15.8K +271 +6%
PL
1622
Parkwood LLC
Ohio
$279K +$274K +4,679 New
BIM
1623
Baldwin Investment Management
Pennsylvania
$277K -$49.1K -839 -15%
CPIG
1624
Chicago Partners Investment Group
Illinois
$277K +$259K +4,433 +2,101%
GA
1625
Geller Advisors
New York
$277K +$272K +4,651 New