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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2201
Core Wealth Partners
California
$842K -$161K -1,559 -16%
KFS
2202
Keynote Financial Services
Connecticut
$842K +$230K +2,232 +36%
BOJHT
2203
Bank of Jackson Hole Trust
Wyoming
$842K +$872K +8,461 New
MPCG
2204
Matrix Private Capital Group
New York
$840K
AIM
2205
Athena Investment Management
California
$838K
MCM
2206
Magnolia Capital Management
New York
$836K
DLHL
2207
Donald L. Hagan LLC
Florida
$835K -$40K -388 -4%
TIA
2208
Tiemann Investment Advisors
California
$835K -$12.4K -120 -1%
ST
2209
Somerset Trust
Pennsylvania
$835K +$61.3K +595 +8%
AA
2210
Alta Advisers
United Kingdom
$834K +$99.4K +964 +13%
BFAG
2211
Blackston Financial Advisory Group
Florida
$833K +$57.7K +560 +7%
WAM
2212
WNY Asset Management
New York
$832K -$214K -2,080 -20%
OL
2213
Optas LLC
Texas
$831K -$1.24K -12 -0.1%
SWA
2214
SFMG Wealth Advisors
Texas
$829K -$32.1K -311 -4%
PC
2215
Port Capital
Illinois
$827K +$3.61K +35 +0.4%
ERIM
2216
Eagle Ridge Investment Management
Connecticut
$826K
GSB
2217
Greenfield Savings Bank
Massachusetts
$826K -$6.08K -59 -0.7%
CIM
2218
CIM Investment Management
Pennsylvania
$825K -$3.92K -38 -0.5%
VST
2219
Van Strum & Towne
California
$825K +$51.5K +500 +6%
SIA
2220
Schear Investment Advisers
Ohio
$823K -$238K -2,313 -22%
S
2221
Sachetta
Massachusetts
$821K -$15.4K -149 -2%
IGGA
2222
Iron Gate Global Advisors
Utah
$820K +$2.06K +20 +0.2%
AWM
2223
Absher Wealth Management
North Carolina
$819K +$129K +1,248 +18%
SA
2224
SRN Advisors
Pennsylvania
$817K +$847K +8,217 New
AAM
2225
AMI Asset Management
California
$817K -$23.3K -226 -3%