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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
2076
Montecito Bank & Trust
California
$335K +$11.3K +50 +4%
GLOBALT Investments
2077
GLOBALT Investments
Georgia
$334K +$288K +1,271 New
SCM
2078
Sitrin Capital Management
California
$333K – – –
DBRC
2079
D.B. Root & Company
Pennsylvania
$332K -$152K -672 -35%
BMC
2080
Beaton Management Company
Massachusetts
$332K – – –
FFA
2081
Fortune Financial Advisors
Kansas
$332K – – –
CFO
2082
Collective Family Office
Pennsylvania
$332K +$1.58K +7 +0.6%
HB
2083
HTLF Bank
Colorado
$331K +$285K +1,258 New
Cookson Peirce & Co
2084
Cookson Peirce & Co
Pennsylvania
$331K -$42.3K -187 -13%
AFM
2085
Armstrong Fleming & Moore
District of Columbia
$329K – – –
VCG
2086
Vantage Consulting Group
Virginia
$327K -$49.1K -217 -15%
Savvy Advisors Inc
2087
Savvy Advisors Inc
New York
$327K +$281K +1,242 New
JCFM
2088
JBR Co Financial Management
Oklahoma
$326K +$280K +1,237 New
SWA
2089
Strata Wealth Advisors
Texas
$325K -$453 -2 -0.2%
SCM
2090
Schnieders Capital Management
California
$325K +$280K +1,235 New
ITIM
2091
Indiana Trust & Investment Management
Indiana
$323K -$40.7K -180 -13%
B
2092
Bellecapital
Switzerland
$322K -$2.94K -13 -1%
GMA
2093
Glassy Mountain Advisors
Maryland
$322K – – –
DCM
2094
DGS Capital Management
New Jersey
$322K -$2.26K -10 -0.8%
WKSWA
2095
White Knight Strategic Wealth Advisors
New Jersey
$321K -$19.2K -85 -7%
FPGK
2096
Financial Partners Group (Kansas)
Kansas
$320K +$9.73K +43 +4%
BFC
2097
Bedel Financial Consulting
Indiana
$319K -$1.36K -6 -0.5%
RFA
2098
Resurgent Financial Advisors
Georgia
$319K +$157K +693 +133%
OWA
2099
Outlook Wealth Advisors
Texas
$319K -$59.7K -264 -18%
GFA
2100
Gallagher Fiduciary Advisors
Illinois
$319K +$274K +1,212 New