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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1826
Corundum Trust Company
South Dakota
$149K +$159K +4,744 New
CAL
1827
Capital Advisors Ltd
Ohio
$148K -$16.7K -498 -10%
TF
1828
Tompkins Financial
New York
$146K
MCM
1829
Manchester Capital Management
Vermont
$145K -$21.7K -646 -12%
TFIPS
1830
Towarzystwo Funduszy Inwestycyjnych PZU SA
$141K +$16.6K +495 +12%
JGIA
1831
Jackson Grant Investment Advisers
Connecticut
$141K +$22.4K +668 +18%
SSG
1832
Summit Securities Group
New York
$138K +$147K +4,397 New
CAC
1833
Core Alternative Capital
Georgia
$138K -$26.1K -780 -15%
HI
1834
Hendershot Investments
Virginia
$137K
SL
1835
Salomon & Ludwin
Virginia
$137K +$67.7K +2,019 +84%
GKIM
1836
GW&K Investment Management
Massachusetts
$136K -$17.8K -531 -11%
CFD
1837
Creative Financial Designs
Indiana
$135K -$13.9K -414 -9%
BWL
1838
Bogart Wealth LLC
Virginia
$135K +$302 +9 +0.2%
SWA
1839
SOA Wealth Advisors
New York
$135K +$17K +506 +13%
MFC
1840
Mechanics Financial Corp
Ohio
$131K
PK
1841
Pflug Koory
Nebraska
$131K +$1.84K +55 +1%
TSMHT
1842
Thurston Springer Miller Herd & Titak
Indiana
$128K -$1.75M -52,243 -93%
CBT
1843
CoreFirst Bank & Trust
Kansas
$127K -$7.71K -230 -5%
BI
1844
Binnacle Investments
Iowa
$127K +$5.03K +150 +4%
Cohen & Steers
1845
Cohen & Steers
New York
$126K
PWA
1846
Physician Wealth Advisors
Utah
$125K +$49.2K +1,467 +58%
MSWM
1847
Mowery & Schoenfeld Wealth Management
Illinois
$121K
MA
1848
Montag & Associates
Georgia
$119K +$10.3K +308 +9%
HWA
1849
Heritage Wealth Advisors
Virginia
$119K -$42.1M -1,256,237 -100%
TFA
1850
Toth Financial Advisory
Virginia
$118K