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Name Holding Trade Value Shares
Change
Change in
Stake
TLCM
851
Twin Lakes Capital Management
California
$145K -$5.57K -17 -3%
LWM
852
Liberty Wealth Management
California
$145K
DA
853
Denali Advisors
California
$141K -$32.8K -100 -17%
ACM
854
Adalta Capital Management
New York
$141K
KFI
855
Key Financial Inc
Pennsylvania
$140K -$135K -411 -45%
BWP
856
Baldwin Wealth Partners
Massachusetts
$136K +$26.2K +80 +20%
PB
857
Pinnacle Bancorp
Nebraska
$135K -$1.64K -5 -1%
WWM
858
Wolff Wiese Magana
California
$132K
PFGIA
859
Patriot Financial Group Insurance Agency
Massachusetts
$132K +$2.62K +8 +2%
JWM
860
Janiczek Wealth Management
Colorado
$130K +$50.5K +154 +50%
LPIC
861
LeJeune Puetz Investment Counsel
Michigan
$128K
CBT
862
CoreFirst Bank & Trust
Kansas
$127K
TSW
863
Thompson Siegel & Walmsley
Virginia
$126K
WOSD
864
WFA of San Diego
California
$125K +$145K +442 New
DWA
865
Dougherty Wealth Advisers
Minnesota
$121K
WT
866
Washington Trust
Rhode Island
$121K +$656 +2 +0.5%
CHC
867
City Holding Co
West Virginia
$120K
BFC
868
Bedel Financial Consulting
Indiana
$115K
CF
869
Centaurus Financial
California
$114K -$32.8K -100 -20%
AA
870
AlphaCentric Advisors
Puerto Rico
$113K
PWM
871
Prentice Wealth Management
New York
$111K +$1.97K +6 +2%
ED
872
Exane Derivatives
France
$105K +$121K +369 +36,900%
PCTC
873
Perkins Coie Trust Company
Washington
$104K
ADL
874
Asset Dedication LLC
California
$101K
EBA
875
Eagle Bay Advisors
New York
$100K +$58K +177 +100%