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Name Holding Trade Value Shares
Change
Change in
Stake
FBC
1001
Fairfield, Bush & Co
Connecticut
$207K +$189K +944 New
BSB
1002
Bangor Savings Bank
Maine
$205K +$187K +935 New
OFG
1003
Oxford Financial Group
Indiana
$204K +$186K +929 New
LSAG
1004
Lake Street Advisors Group
New Hampshire
$203K +$185K +924 New
BOS
1005
Bingham Osborn & Scarborough
California
$203K +$185K +926 New
EWA
1006
Exencial Wealth Advisors
Oklahoma
$203K +$185K +926 New
ABP
1007
Arthur B. Page
$202K -$95.3K -477 -34%
CA
1008
Cornerstone Advisory
Maryland
$200K +$182K +910 New
RWM
1009
Ritholtz Wealth Management
New York
$200K +$182K +913 New
USGIU
1010
U.S. Global Investors (USGI)
Texas
$197K +$180K +900 New
PB
1011
Pinnacle Bancorp
Nebraska
$195K
JWBC
1012
John W. Brooker & Co
California
$192K
PCIA
1013
Prime Capital Investment Advisors
Kansas
$191K -$527K -2,639 -75%
AF
1014
Arrow Financial
New York
$184K
Rockefeller Capital Management
1015
Rockefeller Capital Management
New York
$181K -$604K -3,025 -79%
BFM
1016
Boston Financial Management
Massachusetts
$180K -$97.9K -490 -37%
TVWM
1017
Tower View Wealth Management
Wisconsin
$177K +$117K +584 +260%
THWM
1018
Taylor Hoffman Wealth Management
Virginia
$175K +$160K +800 New
SFSIG
1019
San Francisco Sentry Investment Group
California
$171K +$49.1K +246 +46%
SNT
1020
Security National Trust
West Virginia
$164K
RFA
1021
Reilly Financial Advisors
California
$161K -$2.25M -11,267 -94%
TWA
1022
TCI Wealth Advisors
Arizona
$160K -$7.39K -37 -5%
GCM
1023
Gables Capital Management
Florida
$154K
BWM
1024
Baystate Wealth Management
Massachusetts
$154K +$599 +3 +0.4%
MCA
1025
Mercer Capital Advisers
New Jersey
$142K