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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1051
West Oak Capital
California
$90K +$5.1K +26 +6%
CWC
1052
Carolinas Wealth Consulting
North Carolina
$88K -$3.14K -16 -4%
TAIM
1053
TD Ameritrade Investment Management
Nebraska
$87K +$28K +143 +52%
AFS
1054
Annapolis Financial Services
Maryland
$79K +$74.5K +380 New
IBOK
1055
Independence Bank of Kentucky
Kentucky
$78K -$12K -61 -14%
AIC
1056
Ayalon Insurance Company
Israel
$77K
Bank Julius Baer & Co
1057
Bank Julius Baer & Co
Switzerland
$77K +$72.6K +370 New
BAM
1058
Bellevue Asset Management
Washington
$76K
CBT
1059
Central Bank & Trust
Kentucky
$75K
OIA
1060
Optimum Investment Advisors
Illinois
$73K
AWA
1061
Arkadios Wealth Advisors
Georgia
$73K +$52.4K +267 +303%
WPA
1062
West Paces Advisors
Georgia
$69.7K -$981 -5 -1%
MA
1063
MCF Advisors
Kentucky
$69K
VCM
1064
Versant Capital Management
Arizona
$64K -$35.7K -182 -37%
BCM
1065
Birch Capital Management
Texas
$64K
IAIM
1066
International Assets Investment Management
Florida
$64K +$60.2K +307 New
FHC
1067
First Horizon Corporation
Tennessee
$61K -$9.81K -50 -14%
CFN
1068
Cordasco Financial Network
Florida
$59K
ZB
1069
Zions Bancorporation
Utah
$57K +$2.75K +14 +5%
DOA
1070
D'Orazio & Associates
Virginia
$54K
CHA
1071
Carmichael Hill & Associates
Maryland
$54K +$2.75K +14 +6%
MCM
1072
Manchester Capital Management
Vermont
$53K
BHWM
1073
Bay Harbor Wealth Management
Maryland
$52K
KPCM
1074
Kings Point Capital Management
New York
$51K -$1.76K -9 -4%
FFC
1075
First Financial Corp
Indiana
$51K