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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
801
Meridian Wealth Advisors
Texas
$222K -$14.3K -159 -7%
CIP
802
Chartwell Investment Partners
Pennsylvania
$220K +$198K +2,210 New
WCM
803
Weik Capital Management
Pennsylvania
$219K -$35.9K -400 -15%
RWA
804
River Wealth Advisors
Pennsylvania
$219K +$197K +2,194 New
SW
805
SkyOak Wealth
Michigan
$219K +$197K +2,195 New
CAM
806
Covenant Asset Management
New Jersey
$219K +$197K +2,197 New
IC
807
IEQ Capital
California
$215K +$192K +2,147 New
NB
808
NBT Bank
New York
$215K +$193K +2,157 New
LOAMS
809
Lombard Odier Asset Management (Switzerland)
Switzerland
$214K -$600K -6,691 -76%
AIA
810
Avalon Investment & Advisory
Texas
$213K +$191K +2,136 New
WBC
811
West Branch Capital
Massachusetts
$213K +$192K +2,140 New
BAM
812
Berkshire Asset Management
Pennsylvania
$212K -$47.7K -532 -20%
SCM
813
Silvant Capital Management
Georgia
$212K
GAM
814
Garrison Asset Management
Arkansas
$211K +$190K +2,120 New
BP
815
Ballentine Partners
Massachusetts
$211K +$190K +2,125 New
CLOS
816
Compagnie Lombard Odier SCmA
Switzerland
$209K
VFA
817
Valeo Financial Advisors
Indiana
$209K +$3.05K +34 +2%
IP
818
Isthmus Partners
Wisconsin
$209K +$188K +2,094 New
TSS
819
Thomas Story & Son
Indiana
$209K +$188K +2,100 New
CIC
820
Crawford Investment Counsel
Georgia
$206K +$185K +2,065 New
SIC
821
Sigma Investment Counselors
Michigan
$206K +$185K +2,065 New
SFG
822
Sunburst Financial Group
Alabama
$205K +$185K +2,060 New
WEC
823
Winslow Evans & Crocker
Massachusetts
$204K +$46.6K +520 +34%
GIA
824
Guyasuta Investment Advisors
Pennsylvania
$204K +$183K +2,044 New
FMT
825
First Mercantile Trust
Tennessee
$202K -$2.24K -25 -1%