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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
2251
Perkins Coie Trust Company
Washington
$188K – – –
MBFW
2252
Morton Brown Family Wealth
Pennsylvania
$184K – – –
RCG
2253
Rock Creek Group
District of Columbia
$183K -$17.4K -71 -9%
CFFP
2254
Center for Financial Planning
Michigan
$181K – – –
GTAM
2255
Global Trust Asset Management
Florida
$176K -$37.6K -153 -17%
JFA
2256
JNBA Financial Advisors
Minnesota
$170K – – –
TJHA
2257
Thomas J. Herzfeld Advisors
Florida
$169K – – –
Country Trust Bank
2258
Country Trust Bank
Illinois
$169K +$1.96K +8 +1%
SSG
2259
Summit Securities Group
New York
$169K -$245K -1,000 -59%
MCA
2260
Maryland Capital Advisors
Maryland
$168K – – –
Harel Insurance Investments & Financial Services
2261
Harel Insurance Investments & Financial Services
Israel
$167K +$48.8K +199 +40%
PP
2262
Pacifica Partners
Canada
$163K -$3.68K -15 -2%
HFS
2263
HBC Financial Services
Washington
$160K – – –
SWA
2264
SOA Wealth Advisors
New York
$160K +$14.5K +59 +10%
C
2265
Covestor
United Kingdom
$153K -$1.47K -6 -0.9%
MFA
2266
McClarren Financial Advisors
Pennsylvania
$153K +$245 +1 +0.2%
CIA
2267
Cape Investment Advisory
Georgia
$152K +$155K +630 New
TAM
2268
Tucker Asset Management
Colorado
$151K +$26.3K +107 +21%
HB
2269
Horizon Bancorp
Indiana
$150K -$19.1K -78 -11%
Hills Bank & Trust
2270
Hills Bank & Trust
Iowa
$150K -$29.9K -122 -16%
Sageworth Trust
2271
Sageworth Trust
Pennsylvania
$148K +$122K +498 +437%
LWA
2272
Lowe Wealth Advisors
Maryland
$147K +$94.3K +384 +173%
IRAG
2273
Investment Research & Advisory Group
Georgia
$146K – – –
SSC
2274
Syverson Strege & Co
Iowa
$145K – – –
TFM
2275
TFC Financial Management
Massachusetts
$144K +$1.96K +8 +1%