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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1001
Carr Financial Group
Massachusetts
$258K
LC
1002
LCNB Corp
Ohio
$257K +$9.03K +37 +4%
SFA
1003
Sequoia Financial Advisors
Ohio
$256K +$7.81K +32 +3%
TA
1004
Tiedemann Advisors
New York
$254K +$1.71K +7 +0.7%
CCB
1005
Cutter & Co Brokerage
Missouri
$251K
ECM
1006
EagleClaw Capital Management
Massachusetts
$251K
PWP
1007
Perfromance Wealth Partners
Illinois
$251K
WPW
1008
Waldron Private Wealth
Pennsylvania
$250K +$11.5K +47 +5%
SWM
1009
SeaCrest Wealth Management
New York
$250K
WW
1010
Waterfront Wealth
Kansas
$249K
MPI
1011
Mairs & Power Inc
Minnesota
$249K
BIC
1012
Beach Investment Counsel
Pennsylvania
$245K
STA
1013
Summit Trail Advisors
New York
$242K +$35.2K +144 +17%
LOPW
1014
Live Oak Private Wealth
North Carolina
$242K
GSB
1015
Greenfield Savings Bank
Massachusetts
$242K -$15.9K -65 -6%
WE
1016
Wealth Effects
Massachusetts
$241K
MGIA
1017
Moneta Group Investment Advisors
Missouri
$240K +$246K +1,006 New
FIM
1018
Freedom Investment Management
Connecticut
$240K -$19.8K -81 -7%
ACG
1019
Allen Capital Group
Nebraska
$240K +$245K +1,003 New
CIA
1020
Cladis Investment Advisory
Montana
$239K
DA
1021
Dover Advisors
Virginia
$239K
GI
1022
GS Investments
Minnesota
$239K
WGAM
1023
Wilkinson Global Asset Management
New York
$236K -$24.4K -100 -9%
PWPS
1024
Pinnacle Wealth Planning Services
Ohio
$236K -$732 -3 -0.3%
GA
1025
Goldstein Advisors
Wisconsin
$236K -$2.93K -12 -1%