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Name Holding Trade Value Shares
Change
Change in
Stake
LA
801
Lau Associates
Delaware
$203K +$203K +4,945 New
STMM
802
South Texas Money Management
Texas
$203K +$203K +4,955 New
PVWM
803
Point View Wealth Management
New Jersey
$203K +$203K +4,957 New
AW
804
Alpha Windward
Massachusetts
$202K -$47K -1,146 -19%
LOAMS
805
Lombard Odier Asset Management (Switzerland)
Switzerland
$196K +$194K +4,728 New
NIMI
806
Natixis Investment Managers International
France
$188K
ARMT
807
Amica Retiree Medical Trust
Rhode Island
$187K
S
808
SignatureFD
Georgia
$183K -$144K -3,522 -44%
AF
809
Allworth Financial
California
$175K +$5.08K +124 +3%
FMLI
810
Fukoku Mutual Life Insurance
Japan
$168K
CAL
811
Capital Analysts LLC
Pennsylvania
$162K
WC
812
Whitnell & Co
Illinois
$156K
PAM
813
PartnerRe Asset Management
Connecticut
$145K -$265K -6,471 -65%
MCM
814
MV Capital Management
Maryland
$143K +$42.3K +1,031 +42%
EDRE
815
Edmond de Rothschild (Europe)
Luxembourg
$142K
PAIA
816
Park Avenue Institutional Advisers
New York
$139K -$11.5K -280 -8%
KKAMG
817
Kernodle & Katon Asset Management Group
Arkansas
$139K +$139K +3,394 New
RWA
818
Ropes Wealth Advisors
Massachusetts
$135K +$27.1K +660 +25%
CCMW
819
Cypress Capital Management (Wyoming)
Wyoming
$131K
WP
820
WealthPLAN Partners
Nebraska
$131K +$392K +9,552 New
KT
821
Kanaly Trust
Texas
$129K +$8.57K +209 +7%
BAM
822
Bruderman Asset Management
New York
$126K -$18.2K -445 -13%
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$125K +$574 +14 +0.5%
CPIG
824
Chicago Partners Investment Group
Illinois
$123K +$123K +3,004 New
OC
825
Oakworth Capital
Alabama
$121K +$90.2K +2,200 +295%