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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Cribstone Capital Management
Maine
$7K – – –
RWA
502
Ropes Wealth Advisors
Massachusetts
$7K – – –
PCM
503
Poehling Capital Management
Wisconsin
$7K +$5.54K +100 New
KJWM
504
Kiley Juergens Wealth Management
Washington
$7K +$6.42K +116 New
AA
505
AlphaMark Advisors
Kentucky
$6K – – –
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
TFO
507
Tarbox Family Office
California
$6K – – –
APSP
508
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K +$5.15K +93 New
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$6K +$5.48K +99 New
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.79K -$1.16K -21 -19%
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
TL
512
TrueWealth LLC
Georgia
$5K +$4.04K +73 New
SPI
513
Santori & Peters Inc
Pennsylvania
$5K +$4.32K +78 New
JCM
514
Jacobi Capital Management
Pennsylvania
$4K – – –
WPA
515
West Paces Advisors
Georgia
$3.9K -$1.05K -19 -24%
CBT
516
Capital Bank & Trust
California
$3K – – –
DAM
517
Delta Asset Management
Tennessee
$3K – – –
IWP
518
Icon Wealth Partners
Texas
$3K +$2.49K +45 New
LWA
519
Lenox Wealth Advisors
New York
$3K +$2.49K +45 New
ME
520
McIlrath & Eck
Washington
$3K +$2.77K +50 New
HWM
521
Holloway Wealth Management
Florida
$2K – – –
JFA
522
JNBA Financial Advisors
Minnesota
$2K – – –
PMFA
523
Plante Moran Financial Advisors
Michigan
$2K – – –
BBHC
524
Brown Brothers Harriman & Co
New York
$2K +$1.72K +31 New
PO
525
Private Ocean
California
$2K +$1.77K +32 New