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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
1001
Matthew Hamilton Rosenberg
$38K – – –
SN
1002
Sittner & Nelson
Oregon
$38K – – –
PCG
1003
Private Capital Group
Connecticut
$37K -$30K -99 -48%
CLOS
1004
Compagnie Lombard Odier SCmA
Switzerland
$35K -$15.1K -50 -33%
ANBT
1005
American National Bank & Trust
Texas
$35K – – –
AFS
1006
Annapolis Financial Services
Maryland
$35K – – –
DAM
1007
Delta Asset Management
Tennessee
$35K – – –
KFAA
1008
Klaas Financial Asset Advisors
Illinois
$35K – – –
SNT
1009
Security National Trust
West Virginia
$35K – – –
VNA
1010
Valley National Advisers
Pennsylvania
$35K +$6.36K +21 +26%
BBL
1011
Beck Bode LLC
Massachusetts
$35K +$30.3K +100 New
CG
1012
Cutler Group
California
$34K -$56K -185 -65%
CWC
1013
Carolinas Wealth Consulting
North Carolina
$34K +$3.03K +10 +11%
CCA
1014
Catalyst Capital Advisors
New York
$32K +$909 +3 +3%
SC
1015
SouthState Corp
Florida
$32K +$27.9K +92 New
WP
1016
WealthShield Partners
North Carolina
$31K +$2.42K +8 +10%
SFSIG
1017
San Francisco Sentry Investment Group
California
$29K – – –
SCA
1018
Stonebridge Capital Advisors
Minnesota
$29K +$4.24K +14 +20%
RA
1019
Resolute Advisors
California
$29K +$27K +89 +159%
PO
1020
Private Ocean
California
$28K -$6.06K -20 -20%
EARNEST Partners
1021
EARNEST Partners
Georgia
$28K – – –
EWM
1022
Evermay Wealth Management
Virginia
$28K +$24.8K +82 New
TFIPS
1023
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.7K – – –
CCM
1024
Covington Capital Management
California
$27K -$909 -3 -4%
TWM
1025
Tradition Wealth Management
Minnesota
$27K – – –