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Name Holding Trade Value Shares
Change
Change in
Stake
KS
901
Karpas Strategies
Connecticut
$3.74M
MRCM
902
M&R Capital Management
New Jersey
$3.73M +$263K +7,859 +7%
AT
903
Arden Trust
Delaware
$3.72M -$8.47M -253,241 -69%
M
904
MOTCO
Texas
$3.72M +$28.1K +841 +0.7%
SCM
905
Shelton Capital Management
Colorado
$3.67M +$1.23M +36,850 +48%
V
906
ValueWorks
New York
$3.66M -$172K -5,156 -4%
CB
907
Community Bank
New York
$3.65M +$56.7K +1,696 +2%
OWD
908
Osborn Williams & Donohoe
Ohio
$3.65M +$212K +6,332 +6%
WFMPM
909
Woodley Farra Manion Portfolio Management
Indiana
$3.61M +$10K +299 +0.3%
AUB
910
Atlantic Union Bankshares
Virginia
$3.6M +$60.4K +1,806 +2%
SWM
911
SVA Wealth Management
Wisconsin
$3.59M +$356K +10,654 +11%
OCM
912
Orleans Capital Management
Louisiana
$3.59M +$17.6K +527 +0.5%
Edgewood Management
913
Edgewood Management
Connecticut
$3.57M
SNT
914
Security National Trust
West Virginia
$3.57M +$198K +5,914 +6%
SPC
915
Sigma Planning Corp
Michigan
$3.57M +$332K +9,939 +10%
VFA
916
Voya Financial Advisors
Connecticut
$3.57M +$1.81M +54,093 +92%
JIM
917
Jupiter Investment Management
United Kingdom
$3.56M -$17.5M -523,794 -83%
RFS
918
Rockefeller Financial Services
New York
$3.56M
SSWM
919
Smith Salley Wealth Management
North Carolina
$3.55M +$345K +10,315 +10%
MCM
920
Maryland Capital Management
Maryland
$3.53M +$131K +3,908 +4%
EDRS
921
Edmond de Rothschild (Suisse)
Switzerland
$3.52M -$574K -17,154 -14%
FNB
922
Farmers National Bank
Kentucky
$3.51M +$497K +14,863 +16%
OLA
923
Oliver Luxxe Assets
New Jersey
$3.51M +$247K +7,390 +7%
IWA
924
Intercontinental Wealth Advisors
Texas
$3.5M -$147K -4,393 -4%
BCMO
925
Buckingham Capital Management (Ohio)
Ohio
$3.49M +$244K +7,304 +7%