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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1126
Palisades Hudson Asset Management
Florida
$408K – – –
DWT
1127
Dorsey & Whitney Trust
South Dakota
$406K +$139K +1,972 +63%
HA
1128
Hamel Associates
New Jersey
$399K -$10.6K -150 -3%
LCH
1129
Lee Capital Holdings
New York
$398K +$352K +5,000 New
DMC
1130
Drexel Morgan & Co
Pennsylvania
$393K – – –
YMRC
1131
Yorktown Management & Research Company
Virginia
$390K – – –
HPWM
1132
Highland Private Wealth Management
Washington
$390K +$345K +4,893 New
LFAS
1133
Level Four Advisory Services
Texas
$389K -$21.1K -299 -6%
LW
1134
Linscomb Wealth
Texas
$388K -$9.79K -139 -3%
CPA
1135
Clear Perspective Advisors
Illinois
$385K +$130K +1,850 +62%
LAIC
1136
Lederer & Associates Investment Counsel
California
$384K -$78.9K -1,120 -19%
PMG
1137
ProVise Management Group
Florida
$384K – – –
MA
1138
MANA Advisors
New York
$384K +$340K +4,821 New
VFA
1139
Valeo Financial Advisors
Indiana
$382K -$14.2K -202 -4%
PC
1140
Port Capital
Illinois
$381K +$25.1K +357 +8%
GCIA
1141
Gabelli & Co Investment Advisers
New York
$381K +$337K +4,780 New
AHB
1142
Abner Herrman & Brock
New Jersey
$379K -$9.16K -130 -3%
WC
1143
Whitnell & Co
Illinois
$378K – – –
DWM
1144
Doyle Wealth Management
Florida
$378K +$7.04K +100 +2%
WTFG
1145
Wells Trecaso Financial Group
Ohio
$375K – – –
BHBT
1146
Burke & Herbert Bank & Trust
Virginia
$374K – – –
FMLI
1147
Fukoku Mutual Life Insurance
Japan
$374K – – –
GIM
1148
Groesbeck Investment Management
New Jersey
$374K – – –
AAP
1149
Arax Advisory Partners
Colorado
$374K +$121K +1,717 +58%
DAM
1150
Doheny Asset Management
California
$373K – – –