Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
2151
Jackson Hole Capital Partners
Oklahoma
$205K – – –
SCG
2152
Sonata Capital Group
Washington
$204K – – –
PBO
2153
Peoples Bank (Ohio)
Ohio
$203K +$1.23K +5 +0.6%
AWM
2154
Alterna Wealth Management
Texas
$203K +$204K +833 New
ERIM
2155
Eagle Ridge Investment Management
Connecticut
$203K +$205K +835 New
SAM
2156
Simplify Asset Management
Nevada
$202K -$97.3K -397 -32%
FFBTD
2157
First Financial Bank - Trust Division
Ohio
$202K -$1.23K -5 -0.6%
SCI
2158
S&CO Inc
Massachusetts
$202K +$980 +4 +0.5%
CA
2159
Cortland Associates
Missouri
$202K +$203K +830 New
WMA
2160
West Michigan Advisors
Michigan
$201K -$8.33K -34 -4%
NHC
2161
Nicholas Hoffman & Company
Georgia
$201K +$202K +825 New
ACA
2162
Affinity Capital Advisors
California
$201K +$202K +826 New
WA
2163
Waddell & Associates
Tennessee
$201K +$203K +827 New
WPWM
2164
Western Pacific Wealth Management
Illinois
$200K – – –
LAS
2165
Lloyd Advisory Services
Georgia
$200K +$980 +4 +0.5%
FCMT
2166
Founders Capital Management (Texas)
Texas
$199K – – –
PCTC
2167
Perkins Coie Trust Company
Washington
$195K -$47.8K -195 -20%
MRCM
2168
M&R Capital Management
New Jersey
$195K +$60K +245 +44%
GWSG
2169
GPS Wealth Strategies Group
Colorado
$194K +$25.5K +104 +15%
GWS
2170
Glassman Wealth Services
Virginia
$194K +$29.9K +122 +18%
COCM
2171
Charter Oak Capital Management
New Hampshire
$191K -$6.37K -26 -3%
HBT
2172
Hills Bank & Trust
Iowa
$189K -$7.35K -30 -4%
SCA
2173
Stonebridge Capital Advisors
Minnesota
$188K -$14.5K -59 -7%
GTAM
2174
Global Trust Asset Management
Florida
$185K -$13.2K -54 -7%
MBFW
2175
Morton Brown Family Wealth
Pennsylvania
$185K -$9.8K -40 -5%