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Name Holding Trade Value Shares
Change
Change in
Stake
NERM
601
New England Research & Management
Illinois
$272K
KS
602
Karpas Strategies
Connecticut
$271K +$418 +4 +0.2%
CHC
603
City Holding Co
West Virginia
$270K -$5.22K -50 -2%
MG
604
Meritage Group
California
$268K +$267K +2,558 New
DWP
605
Daymark Wealth Partners
Ohio
$268K +$27.6K +264 +12%
LF
606
Lantz Financial
Illinois
$266K -$14.7K -141 -5%
SFA
607
Seneca Financial Advisors
New York
$266K
GIA
608
Guyasuta Investment Advisors
Pennsylvania
$263K
VIA
609
Vident Investment Advisory
Georgia
$261K +$261K +2,496 New
DAM
610
Delta Asset Management
Tennessee
$260K -$522 -5 -0.2%
CAM
611
Cresset Asset Management
Illinois
$256K -$342K -3,272 -57%
KWM
612
Kingsview Wealth Management
Oregon
$255K -$73.2K -701 -22%
EIP
613
Ellis Investment Partners
Pennsylvania
$253K +$835 +8 +0.3%
LIM
614
Leavell Investment Management
Alabama
$251K
WI
615
Wahed Invest
New York
$246K +$6.16K +59 +3%
CCC
616
Chelsea Counsel Company
California
$246K
BWM
617
Blossom Wealth Management
California
$245K +$245K +2,342 New
FWM
618
FFT Wealth Management
Pennsylvania
$244K +$4.59K +44 +2%
NFGCM
619
Norman Fields Gottscho Capital Management
New York
$244K
AWM
620
Angeles Wealth Management
California
$243K -$51.2K -490 -17%
CC
621
Courier Capital
New York
$242K +$241K +2,311 New
AIP
622
Ameritas Investment Partners
Nebraska
$241K
HI
623
Horizon Investments
North Carolina
$240K -$80.7K -773 -25%
CCM
624
Coldstream Capital Management
Washington
$238K -$6.79K -65 -3%
QPBE
625
Quintet Private Bank (Europe)
Luxembourg
$237K +$237K +2,266 New