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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1951
Wilkins Investment Counsel
Massachusetts
$1.8M -$16.7K -75 -0.9%
MMH
1952
Menora Mivtachim Holdings
Israel
$1.8M +$445K +2,000 +33%
JWM
1953
Jessup Wealth Management
Ohio
$1.8M +$7.12K +32 +0.4%
RBFC
1954
Roman Butler Fullerton & Co
Missouri
$1.78M +$808K +3,629 +88%
TP
1955
Tranquility Partners
Tennessee
$1.78M -$80.6K -362 -4%
ACMA
1956
Arbor Capital Management (Alaska)
Alaska
$1.78M +$41K +184 +2%
FC
1957
Fulcrum Capital
Washington
$1.77M +$631K +2,835 +56%
NAMP
1958
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.77M +$3.56K +16 +0.2%
FPFS
1959
First Personal Financial Services
North Carolina
$1.77M +$33.4K +150 +2%
RB
1960
Renasant Bank
Mississippi
$1.77M -$178K -800 -9%
IA
1961
Icon Advisers
Colorado
$1.77M -$3M -13,480 -63%
PMFA
1962
Plante Moran Financial Advisors
Michigan
$1.77M -$99.9K -449 -5%
FWP
1963
FAS Wealth Partners
Kansas
$1.77M +$138K +621 +9%
MCM
1964
Manchester Capital Management
Vermont
$1.76M +$340K +1,529 +24%
TWM
1965
Tolleson Wealth Management
Texas
$1.76M
SI
1966
Scharf Investments
California
$1.76M -$41.8K -188 -2%
AWS
1967
AJ Wealth Strategies
New York
$1.76M +$2.89K +13 +0.2%
DIM
1968
Delta Investment Management
California
$1.76M -$81.5K -366 -4%
CPC
1969
Congress Park Capital
New York
$1.75M
GCS
1970
Gordian Capital (Singapore)
Singapore
$1.74M -$876K -3,936 -34%
TA
1971
Townsend & Associates
Colorado
$1.74M -$1.04M -4,668 -38%
RA
1972
Rational Advisors
New York
$1.74M -$766K -3,441 -31%
BMO
1973
Beck Mack & Oliver
New York
$1.74M
BLC
1974
Brown, Lisle/Cummings
Rhode Island
$1.74M +$33.4K +150 +2%
SWM
1975
Sculati Wealth Management
Michigan
$1.74M +$133K +598 +8%