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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
876
Institutional & Family Asset Management
Colorado
$146K
HBT
877
Hills Bank & Trust
Iowa
$145K -$254K -909 -64%
LWM
878
Liberty Wealth Management
California
$145K
OHS
879
Odey Holdings (Switzerland)
Switzerland
$142K
RCG
880
Rock Creek Group
District of Columbia
$139K -$79.5K -285 -37%
BFC
881
Bedel Financial Consulting
Indiana
$137K
IAS
882
IMA Advisory Services
Colorado
$135K
EFSCE
883
Enterprise Financial Services Corp (EFSC)
Missouri
$131K -$2.23K -8 -2%
LPIC
884
LeJeune Puetz Investment Counsel
Michigan
$128K
PFO
885
Pathstone Family Office
New Jersey
$128K
CB
886
CNB Bank
Pennsylvania
$125K -$37.9K -136 -24%
HI
887
Human Investing
Oregon
$122K
DWA
888
Dougherty Wealth Advisers
Minnesota
$121K
TPCW
889
TD Private Client Wealth
New York
$114K -$80K -287 -42%
BWP
890
Baldwin Wealth Partners
Massachusetts
$113K
CA
891
Clearstead Advisors
Ohio
$109K +$31.8K +114 +42%
CHC
892
City Holding Co
West Virginia
$106K
SQA
893
Simon Quick Advisors
New Jersey
$106K
OIA
894
Optimum Investment Advisors
Illinois
$105K
KCM
895
Kathmere Capital Management
Pennsylvania
$103K +$101K +362 New
PCTC
896
Perkins Coie Trust Company
Washington
$99K
RFWA
897
RPg Family Wealth Advisory
Massachusetts
$97K
SIM
898
Sonora Investment Management
Arizona
$95K
ICM
899
Islay Capital Management
Texas
$95K +$24K +86 +35%
FC
900
FORA Capital
Florida
$94K +$92.9K +333 New