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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
901
Bedel Financial Consulting
Indiana
$135K
PWM
902
Prentice Wealth Management
New York
$135K +$130K +481 New
ICM
903
Islay Capital Management
Texas
$130K +$35.6K +132 +40%
TSW
904
Thompson Siegel & Walmsley
Virginia
$129K -$16.7K -62 -12%
CBT
905
CoreFirst Bank & Trust
Kansas
$126K
LPIC
906
LeJeune Puetz Investment Counsel
Michigan
$126K
CB
907
CNB Bank
Pennsylvania
$123K -$809 -3 -0.7%
PFGIA
908
Patriot Financial Group Insurance Agency
Massachusetts
$122K +$95.2K +353 +430%
DWA
909
Dougherty Wealth Advisers
Minnesota
$120K
IAIM
910
International Assets Investment Management
Florida
$118K
ETC
911
Exchange Traded Concepts
Oklahoma
$114K -$9.54M -35,372 -99%
AA
912
AlphaCentric Advisors
Puerto Rico
$112K
BWP
913
Baldwin Wealth Partners
Massachusetts
$112K
HCM
914
Highlander Capital Management
New Jersey
$112K +$53.9K +200 +100%
AWC
915
Abundance Wealth Counselors
Pennsylvania
$112K +$108K +400 New
IAS
916
IMA Advisory Services
Colorado
$110K -$13.8K -51 -11%
CHC
917
City Holding Co
West Virginia
$105K
Nomura Holdings
918
Nomura Holdings
Japan
$100K -$9.06M -33,590 -99%
ADL
919
Asset Dedication LLC
California
$99K -$1.62K -6 -2%
OIA
920
Optimum Investment Advisors
Illinois
$98K
PCTC
921
Perkins Coie Trust Company
Washington
$98K
HPC
922
HM Payson & Co
Maine
$91K +$6.47K +24 +8%
RG
923
Retirement Group
California
$89K
TPCW
924
TD Private Client Wealth
New York
$89K +$7.55K +28 +10%
GWS
925
Glassman Wealth Services
Virginia
$87K +$5.39K +20 +7%