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Name Holding Trade Value Shares
Change
Change in
Stake
NPP
2526
New Potomac Partners
Maryland
$173K
JLBC
2527
J.L. Bainbridge & Co
Florida
$171K -$891K -10,720 -82%
ECM
2528
EII Capital Management
New York
$171K
CI
2529
CX Institutional
Indiana
$171K +$106K +1,280 +128%
APC
2530
Aspire Private Capital
North Carolina
$165K +$183K +2,200 New
PCFFS
2531
Pacific Center for Financial Services
California
$161K
TAIM
2532
TD Ameritrade Investment Management
Nebraska
$158K +$51.5K +620 +42%
SAM
2533
Sycomore Asset Management
France
$157K +$158K +1,900 New
JWM
2534
Janiczek Wealth Management
Colorado
$155K
BL
2535
Balentine LLC
Georgia
$155K +$26.6K +320 +18%
POIA
2536
Pin Oak Investment Advisors
Texas
$155K +$31.6K +380 +23%
HDIM
2537
Hanson & Doremus Investment Management
Vermont
$153K
CQS
2538
Credential Qtrade Securities
$146K +$6.65K +80 +4%
CFA
2539
Camarda Financial Advisors
Florida
$144K
WAM
2540
Watermark Asset Management
California
$144K +$24.9K +300 +19%
SOAMC
2541
Spirit of America Management Corp
New York
$143K +$66.5K +800 +73%
LBG
2542
Lloyds Banking Group
United Kingdom
$142K +$41.6K +500 +36%
CB
2543
Community Bank
New York
$141K +$24.9K +300 +19%
LPWM
2544
Lake Point Wealth Management
Texas
$138K +$153K +1,840 New
MA
2545
MCF Advisors
Kentucky
$129K -$13.3K -160 -9%
FMII
2546
Farmers & Merchants Investments Inc
Nebraska
$126K -$108K -1,300 -44%
NSB
2547
Norway Savings Bank
Maine
$120K +$33.3K +400 +33%
AWM
2548
Avondale Wealth Management
Texas
$119K +$33.3K +400 +34%
FGC
2549
Financial Gravity Companies
Texas
$117K +$120K +1,440 New
BHWM
2550
Bay Harbor Wealth Management
Maryland
$117K +$130K +1,560 New