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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
751
Liberty Wealth Management
California
$203K -$268 -9 -0.1%
POIA
752
Pin Oak Investment Advisors
Texas
$201K -$28.3K -950 -12%
JWM
753
Janiczek Wealth Management
Colorado
$201K – – –
FB
754
First Bancorp
Maine
$201K +$209K +7,013 New
SFG
755
SevenBridge Financial Group
Pennsylvania
$200K +$208K +6,993 New
CPC
756
Congress Park Capital
New York
$200K +$208K +7,000 New
GWS
757
Glassman Wealth Services
Virginia
$199K +$2.71K +91 +1%
PFSC
758
Peoples Financial Services Corp
Pennsylvania
$196K -$8.93K -300 -4%
CT
759
Caldwell Trust
Florida
$195K -$24.9K -836 -11%
FNBOSM
760
First National Bank of South Miami
Florida
$189K -$59.8K -2,010 -23%
SCA
761
Stonebridge Capital Advisors
Minnesota
$188K -$12K -403 -6%
AWM
762
Avior Wealth Management
Nebraska
$187K – – –
CCA
763
Column Capital Advisors
Indiana
$187K +$29.8K +1,000 +18%
FHA
764
First Horizon Advisors
Tennessee
$183K -$125K -4,194 -40%
KC
765
Kenfarb & Co
Kentucky
$183K – – –
BBHC
766
Brown Brothers Harriman & Co
New York
$180K -$8.3K -279 -4%
CB
767
CNB Bank
Pennsylvania
$180K +$81.3K +2,731 +77%
CCG
768
Ceeto Capital Group
Florida
$179K – – –
DSC
769
Duncker Streett & Co
Missouri
$179K – – –
WSCM
770
Wellington Shields Capital Management
New York
$177K +$119K +4,000 +182%
OC
771
Oakworth Capital
Alabama
$176K – – –
LC
772
Lindbrook Capital
California
$176K +$18.7K +628 +11%
UID
773
Union Investments & Development
Israel
$171K – – –
CSI
774
Cross Staff Investments
New York
$165K +$171K +5,762 New
TRCT
775
Tower Research Capital (TRC)
New York
$163K +$156K +5,250 +1,182%
29 30
31
32 33