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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1801
Intercontinental Wealth Advisors
Texas
$6.07M -$198K -1,240 -3%
SBWIC
1802
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.05M +$552K +3,460 +10%
HT
1803
Heritage Trust
Oklahoma
$6.05M +$479K +3,000 +9%
VIG
1804
Vienna Insurance Group
Poland
$6.04M -$3.45M -21,600 -37%
GCM
1805
Glynn Capital Management
California
$6.04M -$44.7M -280,040 -88%
SWMG
1806
Strategic Wealth Management Group
Maryland
$6.04M -$98.9K -620 -2%
FF
1807
FourThought Financial
Florida
$6.03M +$5.91M +37,020 New
FDS
1808
Freedom Day Solutions
Texas
$6.03M -$689K -4,320 -10%
AP
1809
Atlas Principals
North Carolina
$6.03M +$160K +1,000 +3%
PM
1810
Parametrica Management
Hong Kong
$6.02M +$2.78M +17,400 +89%
APW
1811
Aurora Private Wealth
New Jersey
$6.02M -$667K -4,180 -10%
VWM
1812
Venturi Wealth Management
Texas
$6.01M +$565K +3,540 +11%
PWPS
1813
Pinnacle Wealth Planning Services
Ohio
$6M +$236K +1,480 +4%
LFF
1814
Level Four Financial
Texas
$5.99M +$5.87M +36,780 New
PP
1815
Patron Partners
Texas
$5.99M +$5.87M +36,760 New
CIA
1816
Cohen Investment Advisors
New Hampshire
$5.99M +$5.87M +36,760 New
CNC
1817
Citizens & Northern Corp
Pennsylvania
$5.96M -$12.8K -80 -0.2%
FPCP
1818
Fort Point Capital Partners
California
$5.94M -$278K -1,740 -5%
AG
1819
Algert Global
California
$5.94M -$63.8K -400 -1%
ETCM
1820
Evolutionary Tree Capital Management
Virginia
$5.94M +$5.82M +36,480 New
CNC
1821
Canandaigua National Corp
New York
$5.93M +$147K +920 +3%
HBT
1822
Heartland Bank & Trust
Illinois
$5.92M +$5.8M +36,360 New
OCM
1823
Orion Capital Management
California
$5.91M +$6.19M +38,800 New
WDC
1824
Woodward Diversified Capital
California
$5.89M +$5.77M +36,180 New
AWS
1825
Arkfeld Wealth Strategies
Nebraska
$5.89M -$22.3K -140 -0.4%