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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1651
Independence Bank of Kentucky
Kentucky
$257K
KWA
1652
KCS Wealth Advisory
California
$257K +$2.15K +11 +0.8%
GLA
1653
Good Life Advisors
Pennsylvania
$256K -$35.7K -183 -12%
CAM
1654
Cidel Asset Management
Ontario, Canada
$255K -$15.4K -79 -6%
KPW
1655
Kore Private Wealth
New York
$254K +$255K +1,306 New
VCM
1656
Vivaldi Capital Management
Illinois
$254K +$255K +1,306 New
LPWM
1657
Lake Point Wealth Management
Texas
$253K +$253K +1,299 New
CC
1658
Cedar Capital
Illinois
$251K -$10.5K -54 -4%
CWA
1659
Cypress Wealth Advisors
California
$251K
CPSAC
1660
Chas P. Smith & Associates (CPS)
Florida
$249K
RMAM
1661
Raab & Moskowitz Asset Management
New Jersey
$249K +$154K +787 +159%
MCTIC
1662
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$248K
NA
1663
Nottingham Advisors
New York
$248K
MCM
1664
McRae Capital Management
New Jersey
$246K -$19.5K -100 -7%
F
1665
F3Logic
Minnesota
$246K +$248K +1,269 New
TAM
1666
Trillium Asset Management
Massachusetts
$245K
PFM
1667
Probabilities Fund Management
New York
$245K +$33.8K +173 +16%
DLCIG
1668
D.L. Carlson Investment Group
New Hampshire
$244K
JLBC
1669
J.L. Bainbridge & Co
Florida
$244K
TFS
1670
TrustCore Financial Services
Tennessee
$244K +$2.93K +15 +1%
CAM
1671
Concorde Asset Management
Michigan
$243K -$11.9K -61 -5%
GAM
1672
Gemmer Asset Management
California
$242K
CAW
1673
Cornerstone Advisors (Washington)
Washington
$241K +$21.3K +109 +10%
PO
1674
Private Ocean
California
$239K -$2.54K -13 -1%
CCM
1675
Cribstone Capital Management
Maine
$237K