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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1501
Falcon Wealth Planning
California
$204K +$190K +3,320 New
HVP
1502
Hudson Value Partners
Florida
$204K -$169K -2,945 -47%
FMTC
1503
Farmers & Merchants Trust Company
California
$203K +$190K +3,313 New
AA
1504
Alta Advisers
United Kingdom
$203K – – –
PHAM
1505
Palisades Hudson Asset Management
Florida
$202K +$188K +3,290 New
NJIM
1506
Nabity-Jensen Investment Management
Nebraska
$202K +$188K +3,287 New
DWM
1507
Dorchester Wealth Management
Quebec, Canada
$202K +$188K +3,285 New
MIM
1508
Meridiem Investment Management
United Kingdom
$201K – – –
AM
1509
AGF Management
Ontario, Canada
$200K +$187K +3,261 New
BWM
1510
Buckley Wealth Management
Nevada
$200K -$137K -2,390 -42%
YLHM
1511
Yelin Lapidot Holdings Management
Israel
$200K +$186K +3,250 New
CHC
1512
City Holding Co
West Virginia
$197K -$30.1K -525 -14%
PE
1513
Point72 Europe
United Kingdom
$194K +$181K +3,160 New
CI Investments Inc
1514
CI Investments Inc
Ontario, Canada
$194K -$9.22K -161 -5%
GWS
1515
Glassman Wealth Services
Virginia
$194K -$17K -297 -9%
ASBI
1516
American State Bank (Iowa)
Iowa
$192K -$2.86K -50 -2%
CB
1517
CNB Bank
Pennsylvania
$192K -$193K -3,363 -52%
VSQM
1518
V-Square Quantitative Management
Illinois
$191K – – –
HCM
1519
Hollencrest Capital Management
California
$191K +$1.89K +33 +1%
PWMG
1520
Prestige Wealth Management Group
New Jersey
$190K -$39K -681 -18%
A
1521
AJOVista
Massachusetts
$188K +$176K +3,065 New
PCM
1522
Perritt Capital Management
Illinois
$187K +$36.7K +641 +27%
HBW
1523
Hazlett, Burt & Watson
West Virginia
$186K -$2.18K -38 -1%
SAM
1524
Smartleaf Asset Management
Massachusetts
$185K +$170K +2,961 New
PB
1525
Pinnacle Bancorp
Nebraska
$184K +$57 +1 +0%