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Name Holding Trade Value Shares
Change
Change in
Stake
DA
2101
DSC Advisors
Illinois
$365K +$361K +3,049 New
GTAM
2102
Global Trust Asset Management
Florida
$364K -$161K -1,362 -31%
SIC
2103
Samalin Investment Counsel
New York
$363K +$25.5K +215 +8%
APC
2104
Aspire Private Capital
North Carolina
$363K +$210K +1,773 +141%
PWA
2105
Providence Wealth Advisors
Illinois
$362K – – –
HIP
2106
HUB Investment Partners
Texas
$362K +$120K +1,017 +51%
SOW
2107
State of Wyoming
Wyoming
$361K +$357K +3,010 New
BB
2108
Bell Bank
North Dakota
$358K – – –
PCM
2109
Palisade Capital Management
New Jersey
$358K +$16.2K +137 +5%
COCM
2110
Charter Oak Capital Management
New Hampshire
$357K +$474 +4 +0.1%
AWM
2111
Affinity Wealth Management
Delaware
$357K +$62.6K +528 +21%
KP
2112
Keel Point
Alabama
$357K +$75.4K +636 +27%
FNBOH
2113
First National Bank of Hutchinson
Kansas
$356K – – –
FBB
2114
Fulton Breakefield Broenniman
Maryland
$356K +$17.4K +147 +5%
IFG
2115
Investors Financial Group
Minnesota
$355K +$17.9K +151 +5%
CBFP
2116
Cedar Brook Financial Partners
Ohio
$354K -$93.2K -787 -21%
AIC
2117
Archer Investment Corporation
Indiana
$353K -$521K -4,400 -60%
WMP
2118
Wealth Management Partners
Arizona
$350K -$35.5K -300 -9%
KW
2119
KWB Wealth
California
$350K +$38.5K +325 +13%
IF
2120
Ironwood Financial
Arizona
$348K – – –
MC
2121
Mathes Company
New York
$348K – – –
Ninety One (UK)
2122
Ninety One (UK)
United Kingdom
$348K – – –
PA
2123
Parkside Advisors
California
$348K +$11.8K +100 +4%
MAM
2124
McLean Asset Management
Virginia
$347K +$9.6K +81 +3%
TCBWMS
2125
Texas Capital Bank Wealth Management Services
Texas
$346K – – –