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Name Holding Trade Value Shares
Change
Change in
Stake
CVM
1701
Cheviot Value Management
California
$66K
TWD
1702
True Wealth Design
Ohio
$65.2K -$33.2K -140 -31%
B
1703
Bayban
Minnesota
$63.8K
SGFG
1704
Silver Grove Financial Group
New York
$63.4K +$72K +304 +6,080%
GP
1705
Guardian Partners
Canada
$62.5K +$72.3K +305 New
Cohen & Steers
1706
Cohen & Steers
New York
$62K -$71.1K -300 -50%
CA
1707
CoreCap Advisors
Michigan
$61.5K -$4.26K -18 -6%
PF
1708
PlanVest Financial
Maryland
$60.7K -$6.63K -28 -9%
AF
1709
Alerus Financial
North Dakota
$59.3K -$7.58K -32 -10%
BIM
1710
Breakwater Investment Management
Washington
$57.4K -$474 -2 -0.7%
OA
1711
Operose Advisors
Wisconsin
$56.6K
PLU
1712
Performa Ltd (US)
South Carolina
$56.4K +$32K +135 +96%
ANBT
1713
American National Bank & Trust
Texas
$56.4K -$378K -1,597 -85%
WBC
1714
West Branch Capital
Massachusetts
$55.8K -$15.4K -65 -19%
B
1715
Birchbrook
Maine
$54.3K
PWMG
1716
Private Wealth Management Group
New Jersey
$53.9K +$23.7K +100 +61%
PAP
1717
Persistent Asset Partners
Hong Kong
$53.7K +$62.1K +262 New
AT
1718
Arlington Trust
Alabama
$53.5K -$3.55K -15 -5%
BTC
1719
Bank & Trust Company
Illinois
$53.1K
MSG
1720
Main Street Group
Virginia
$52.3K +$5.21K +22 +9%
SEP
1721
Signature Equity Partners
Ohio
$51.3K -$24.4K -103 -29%
CHC
1722
City Holding Co
West Virginia
$51.3K
TF
1723
Tompkins Financial
New York
$50.2K -$67K -283 -54%
RDFA
1724
Ritter Daniher Financial Advisory
Ohio
$50.2K -$39.6K -167 -41%
FCAS
1725
First Command Advisory Services
Texas
$50.2K +$13.3K +56 +30%