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Name Holding Trade Value Shares
Change
Change in
Stake
RW
1301
REDW Wealth
New Mexico
$242K +$239K +4,217 New
MWM
1302
Mission Wealth Management
California
$241K +$237K +4,192 New
CCT
1303
Chemung Canal Trust
New York
$240K -$17.2K -304 -7%
LJAC
1304
L.J. Altfest & Co
New York
$240K +$5.72K +101 +2%
CIC
1305
Cutler Investment Counsel
Oregon
$239K +$21.4K +378 +10%
MI
1306
Markston International
New York
$238K -$34K -600 -13%
CPC
1307
Congress Park Capital
New York
$238K +$235K +4,150 New
KWA
1308
KCS Wealth Advisory
California
$237K +$234K +4,127 New
Kovitz Investment Group Partners
1309
Kovitz Investment Group Partners
Illinois
$236K +$232K +4,101 New
ISL
1310
Ingalls & Snyder LLC
New York
$236K +$233K +4,113 New
CA
1311
Continuum Advisory
Idaho
$236K +$233K +4,116 New
MA
1312
MANA Advisors
New York
$236K +$233K +4,116 New
TIP
1313
Torray Investment Partners
Maryland
$235K +$231K +4,085 New
RIM
1314
Regent Investment Management
Kentucky
$234K -$17K -300 -7%
BWM
1315
Baystate Wealth Management
Massachusetts
$234K +$113 +2 +0.1%
TNB
1316
Thomasville National Bank
Georgia
$233K -$110K -1,942 -32%
TFO
1317
Tarbox Family Office
California
$233K -$113 -2 -0%
CCM
1318
Consolidated Capital Management
California
$232K -$296K -5,237 -56%
HPC
1319
HM Payson & Co
Maine
$232K +$228K +4,034 New
KFA
1320
Kays Financial Advisory
Georgia
$231K -$45K -795 -16%
Treasurer of the State of North Carolina
1321
Treasurer of the State of North Carolina
North Carolina
$231K +$228K +4,028 New
Aristotle Capital Management
1322
Aristotle Capital Management
California
$230K
QOP
1323
Quinn Opportunity Partners
Virginia
$230K
CPSAC
1324
Chas P. Smith & Associates (CPS)
Florida
$229K +$225K +3,979 New
DWM
1325
Destination Wealth Management
California
$228K -$21.9K -387 -9%