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Name Holding Trade Value Shares
Change
Change in
Stake
BB
801
Bell Bank
North Dakota
$1.09M -$18.5K -118 -2%
NB
802
Nicolet Bankshares
Wisconsin
$1.09M +$145K +924 +15%
IAA
803
Independent Advisor Alliance
North Carolina
$1.08M +$161K +1,029 +17%
PTC
804
Private Trust Company
Ohio
$1.07M +$55.5K +354 +5%
CCM
805
Cribstone Capital Management
Maine
$1.07M +$201K +1,284 +22%
FQ
806
First Quadrant
California
$1.05M -$1.25K -8 -0.1%
RG
807
Rikoon Group
New Mexico
$1.04M -$54.5K -348 -5%
VR
808
Viridian RIA
Washington
$1.03M +$22.6K +144 +2%
SB
809
Simmons Bank
Arkansas
$1.02M +$16.5K +105 +2%
IWM
810
IHT Wealth Management
Illinois
$1.02M +$527K +3,361 +100%
BWM
811
Bernicke Wealth Management
Wisconsin
$1.01M -$8.15K -52 -0.8%
AWM
812
Altium Wealth Management
New York
$1.01M +$304K +1,939 +41%
CRIG
813
Charter Research & Investment Group
Connecticut
$1M +$1.03M +6,600 New
GVAG
814
Great Valley Advisor Group
Delaware
$990K +$112K +713 +12%
SAM
815
Symphony Asset Management
California
$990K +$1.02M +6,522 New
MWA
816
Meridian Wealth Advisors
Texas
$987K -$2.04K -13 -0.2%
CWG
817
Cornerstone Wealth Group
North Carolina
$980K -$10.5K -67 -1%
DP
818
Denver PWM
Colorado
$980K +$1.05M +6,707 New
PIM
819
Penobscot Investment Management
Massachusetts
$975K +$48.6K +310 +5%
AW
820
ACG Wealth
Georgia
$971K +$200K +1,276 +25%
HSA
821
HBK Sorce Advisory
Pennsylvania
$962K +$125K +795 +14%
RTC
822
Riverview Trust Company
Washington
$957K
Lido Advisors
823
Lido Advisors
California
$952K +$181K +1,154 +23%
HF
824
HRT Financial
New York
$951K +$308K +1,964 +46%
IHL
825
Investment House LLC
California
$949K +$7.84K +50 +0.8%