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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1051
Jacobi Capital Management
Pennsylvania
$214K +$206K +536 New
AW
1052
Alteri Wealth
California
$214K -$45.2K -118 -18%
SIC
1053
SFE Investment Counsel
California
$212K +$203K +530 New
CA
1054
Cache Advisors
California
$211K +$203K +529 New
CWM
1055
Chemistry Wealth Management
New York
$209K +$201K +524 New
HCM
1056
Highview Capital Management
Illinois
$209K +$201K +524 New
EFL
1057
ERn Financial LLC
Wisconsin
$209K +$201K +523 New
PFM
1058
Peak Financial Management
Massachusetts
$208K +$200K +521 New
Annex Advisory Services
1059
Annex Advisory Services
Wisconsin
$206K +$198K +517 New
BWP
1060
Balboa Wealth Partners
Arizona
$206K +$198K +517 New
CHP
1061
Cable Hill Partners
Oregon
$205K – – –
First Horizon Advisors
1062
First Horizon Advisors
Tennessee
$205K +$4.22K +11 +2%
Advisors Asset Management
1063
Advisors Asset Management
Colorado
$204K -$228K -594 -54%
CC
1064
Cultivar Capital
Texas
$203K +$195K +509 New
MNBTD
1065
Moody National Bank Trust Division
Texas
$203K +$195K +509 New
AWP
1066
Abacus Wealth Partners
California
$203K +$195K +508 New
PAMG
1067
Patton Albertson Miller Group
Tennessee
$202K +$194K +507 New
NFG
1068
Nadler Financial Group
Illinois
$202K +$194K +506 New
APW
1069
Austin Private Wealth
Texas
$202K +$194K +505 New
Geneos Wealth Management
1070
Geneos Wealth Management
Colorado
$201K +$28.4K +74 +17%
VF
1071
Virtu Financial
New York
$201K +$194K +505 New
F.L. Putnam Investment Management
1072
F.L. Putnam Investment Management
Massachusetts
$200K +$192K +502 New
RT
1073
Rockland Trust
Massachusetts
$200K +$192K +502 New
Smithfield Trust
1074
Smithfield Trust
Pennsylvania
$200K – – –
AA
1075
Addison Advisors
Vermont
$200K – – –