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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
1001
Beaton Management Company
Massachusetts
$231K
SEP
1002
Southland Equity Partners
Missouri
$229K +$4.5K +51 +2%
TIMH
1003
Tilt Investment Management Holdings
New York
$229K
RT
1004
Rockland Trust
Massachusetts
$228K
CWM
1005
Chronos Wealth Management
Florida
$227K
IWP
1006
Icon Wealth Partners
Texas
$227K +$5.48K +62 +2%
Jones Financial Companies
1007
Jones Financial Companies
Missouri
$226K -$65.5K -742 -22%
GWA
1008
GGM Wealth Advisors
Maryland
$225K +$231K +2,617 New
TA
1009
Townsend & Associates
Colorado
$225K -$20.2K -229 -8%
CIG
1010
Cascade Investment Group
Colorado
$223K
ESB
1011
Essex Savings Bank
Connecticut
$223K +$234K +2,647 New
BIM
1012
Bridges Investment Management
Nebraska
$221K
RPWA
1013
Regent Peak Wealth Advisors
Georgia
$220K -$5.48K -62 -2%
WQ
1014
Wealth Quarterback
New Jersey
$220K +$36.7K +415 +19%
SWM
1015
Shakespeare Wealth Management
Wisconsin
$220K
AWM
1016
Aries Wealth Management
Maine
$219K
SC
1017
Schulhoff & Co
Ohio
$218K +$14.1K +160 +7%
ACS
1018
Archford Capital Strategies
Illinois
$218K -$5.83K -66 -3%
LWM
1019
Laidlaw Wealth Management
New York
$218K -$21.4K -242 -9%
MHR
1020
Matthew Hamilton Rosenberg
$218K
BCM
1021
Becker Capital Management
Oregon
$218K -$9.72K -110 -4%
SIMG
1022
Sonora Investment Management Group
Arizona
$216K -$48.4K -548 -18%
IFS
1023
Ifrah Financial Services
Arkansas
$216K -$1.77K -20 -0.8%
AC
1024
ASB Consultores
Florida
$215K -$442 -5 -0.2%
GAB
1025
German American Bancorp
Indiana
$214K