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Name Holding Trade Value Shares
Change
Change in
Stake
BFC
2101
Bedel Financial Consulting
Indiana
$200K -$7.14K -172 -3%
NJBEST
2102
New Jersey Better Educational Savings Trust
New Jersey
$200K
T
2103
TOBAM
France
$200K -$98.3K -2,368 -31%
WF
2104
Wayfinding Financial
Washington
$200K +$221K +5,331 New
CB
2105
CNB Bank
Pennsylvania
$197K +$8.3K +200 +4%
NCM
2106
Northwest Capital Management
Oregon
$194K -$9.13K -220 -4%
CH
2107
Canton Hathaway
Rhode Island
$192K
WTA
2108
Washington Trust Advisors
Massachusetts
$188K -$8.09K -195 -4%
PMFA
2109
Plante Moran Financial Advisors
Michigan
$185K +$9.59K +231 +5%
HFS
2110
Horizon Financial Services
North Carolina
$184K
CM
2111
Capula Management
Cayman Islands
$182K +$89K +2,144 +80%
OP
2112
ORG Partners
Indiana
$179K +$69.4K +1,672 +54%
TIM
2113
Tortoise Investment Management
New York
$177K +$208 +5 +0.1%
CAL
2114
Capital Advisors Ltd
Ohio
$176K -$6.64K -160 -3%
S
2115
Sachetta
Massachusetts
$176K -$26K -627 -12%
CWM
2116
CarsonAllaria Wealth Management
Illinois
$176K -$16.7K -402 -8%
CFD
2117
Creative Financial Designs
Indiana
$175K -$10.1K -244 -5%
MSWM
2118
Mowery & Schoenfeld Wealth Management
Illinois
$175K +$23.1K +557 +14%
ECM
2119
Estabrook Capital Management
New York
$171K -$30K -723 -14%
MSFP
2120
Mark Sheptoff Financial Planning
Connecticut
$170K
MA
2121
Montag & Associates
Georgia
$170K -$54K -1,300 -22%
SWM
2122
Sugarloaf Wealth Management
Georgia
$167K +$125 +3 +0.1%
GKIM
2123
GW&K Investment Management
Massachusetts
$166K -$2.08K -50 -1%
SC
2124
Stance Capital
Massachusetts
$165K +$183K +4,409 New
SWA
2125
SOA Wealth Advisors
New York
$164K -$4.48K -108 -2%