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Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
1726
Evelyn Partners Investment Management
$152K
DE
1727
DV Equities
Illinois
$151K +$144K +5,048 New
BWL
1728
Bogart Wealth LLC
Virginia
$150K +$21K +735 +17%
1M
1729
1248 Management
Missouri
$149K +$137K +4,810 +2,532%
ATC
1730
Adirondack Trust Company
New York
$148K -$53.4K -1,871 -27%
SS
1731
SBI Securities
Japan
$148K +$3.14K +110 +2%
PCTC
1732
Perkins Coie Trust Company
Washington
$147K -$166K -5,814 -54%
CBT
1733
Crews Bank & Trust
Florida
$143K -$10.7K -375 -7%
CB
1734
CNB Bank
Pennsylvania
$143K -$856 -30 -0.6%
TF
1735
Tompkins Financial
New York
$139K
TFIPS
1736
Towarzystwo Funduszy Inwestycyjnych PZU SA
$135K
PB
1737
Prosperity Bancshares
Texas
$133K +$127K +4,444 New
SL
1738
Salomon & Ludwin
Virginia
$129K +$4.59K +161 +4%
SOW
1739
State of Wyoming
Wyoming
$128K -$265K -9,288 -68%
MFC
1740
Mechanics Financial Corp
Ohio
$125K
PK
1741
Pflug Koory
Nebraska
$124K
BGAI
1742
Bruce G. Allen Investments
Colorado
$122K -$138K -4,830 -54%
CFD
1743
Creative Financial Designs
Indiana
$121K -$7.22K -253 -6%
PWA
1744
Physician Wealth Advisors
Utah
$120K +$970 +34 +0.9%
GSWM
1745
Golden State Wealth Management
California
$120K -$77.3K -2,709 -40%
Cohen & Steers
1746
Cohen & Steers
New York
$120K
CAC
1747
Core Alternative Capital
Georgia
$116K -$14.1K -493 -11%
RAM
1748
Reflection Asset Management
South Carolina
$116K +$110K +3,868 New
JGIA
1749
Jackson Grant Investment Advisers
Connecticut
$115K -$17.6K -618 -14%
SWA
1750
SOA Wealth Advisors
New York
$113K -$14K -491 -11%