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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1051
Berman Capital Advisors
Georgia
$95K +$3.92K +20 +5%
NSIM
1052
North Star Investment Management
Illinois
$94K -$20.6K -105 -19%
PFO
1053
Pathstone Family Office
New Jersey
$92K +$75.5K +385 +642%
CCC
1054
Crescent Capital Consulting
Louisiana
$91K +$86.5K +441 New
WOC
1055
West Oak Capital
California
$90K +$5.1K +26 +6%
CWC
1056
Carolinas Wealth Consulting
North Carolina
$88K -$3.14K -16 -4%
TAIM
1057
TD Ameritrade Investment Management
Nebraska
$87K +$28K +143 +52%
AFS
1058
Annapolis Financial Services
Maryland
$79K +$74.5K +380 New
IBOK
1059
Independence Bank of Kentucky
Kentucky
$78K -$12K -61 -14%
AIC
1060
Ayalon Insurance Company
Israel
$77K – – –
Bank Julius Baer & Co
1061
Bank Julius Baer & Co
Switzerland
$77K +$72.6K +370 New
BAM
1062
Bellevue Asset Management
Washington
$76K – – –
CBT
1063
Central Bank & Trust
Kentucky
$75K – – –
OIA
1064
Optimum Investment Advisors
Illinois
$73K – – –
AWA
1065
Arkadios Wealth Advisors
Georgia
$73K +$52.4K +267 +303%
WPA
1066
West Paces Advisors
Georgia
$69.7K -$981 -5 -1%
MA
1067
MCF Advisors
Kentucky
$69K – – –
VCM
1068
Versant Capital Management
Arizona
$64K -$35.7K -182 -37%
BCM
1069
Birch Capital Management
Texas
$64K – – –
IAIM
1070
International Assets Investment Management
Florida
$64K +$60.2K +307 New
FHC
1071
First Horizon Corporation
Tennessee
$61K -$9.81K -50 -14%
CFN
1072
Cordasco Financial Network
Florida
$59K – – –
ZB
1073
Zions Bancorporation
Utah
$57K +$2.75K +14 +5%
DOA
1074
D'Orazio & Associates
Virginia
$54K – – –
CHA
1075
Carmichael Hill & Associates
Maryland
$54K +$2.75K +14 +6%