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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1001
Wilbanks Smith & Thomas Asset Management
Virginia
$249K +$4.93K +32 +2%
NHT
1002
New Hampshire Trust
New Hampshire
$248K -$82.5K -536 -27%
DWA
1003
Douglass Winthrop Advisors
New York
$247K – – –
CCFCSB
1004
Cape Cod Five Cents Savings Bank
Massachusetts
$247K -$6.16K -40 -3%
ARC
1005
Advisor Resource Council
Texas
$247K -$8.62K -56 -3%
PFBT
1006
Parkside Financial Bank & Trust
Missouri
$247K +$37K +240 +20%
VT
1007
Vise Technologies
New York
$246K +$220K +1,432 New
PCP
1008
Proficio Capital Partners
Massachusetts
$246K +$3.08K +20 +1%
SLG
1009
Stanley-Laman Group
Pennsylvania
$245K – – –
MW
1010
Marcum Wealth
Ohio
$243K -$1.23K -8 -0.6%
VCA
1011
Verdence Capital Advisors
Maryland
$241K -$3.08K -20 -1%
CAWM
1012
Capital Advisors Wealth Management
Washington
$241K – – –
RIP
1013
RAM Investment Partners
Washington
$240K +$216K +1,400 New
BP
1014
Broadleaf Partners
Ohio
$240K – – –
HIA
1015
Harbor Investment Advisory
Maryland
$240K +$11.1K +72 +5%
IGWM
1016
ICA Group Wealth Management
Colorado
$238K – – –
PIAS
1017
PCA Investment Advisory Services
Ohio
$238K -$616 -4 -0.3%
UF
1018
Univest Financial
Pennsylvania
$234K – – –
BCM
1019
Brookstone Capital Management
Illinois
$233K +$209K +1,356 New
LP
1020
LMR Partners
United Kingdom
$232K +$208K +1,352 New
FFN
1021
Focus Financial Network
Minnesota
$232K -$1.29M -8,360 -86%
PA
1022
Pinnacle Associates
New York
$230K +$206K +1,340 New
IEFM
1023
IQ EQ Fund Management
Ireland
$229K – – –
SB
1024
Sunflower Bank
Texas
$229K – – –
VC
1025
Veracity Capital
Georgia
$229K -$9.85K -64 -5%