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Name Holding Trade Value Shares
Change
Change in
Stake
OCBCO
1026
Oversea-Chinese Banking Corp (OCBC)
Singapore
$256K +$250K +1,464 New
NHT
1027
New Hampshire Trust
New Hampshire
$253K – – –
CAWM
1028
Capital Advisors Wealth Management
Washington
$253K +$6.83K +40 +3%
FFN
1029
Focus Financial Network
Minnesota
$252K +$683 +4 +0.3%
DWA
1030
Douglass Winthrop Advisors
New York
$252K – – –
CT
1031
Coastline Trust
Rhode Island
$252K +$246K +1,440 New
CCFCSB
1032
Cape Cod Five Cents Savings Bank
Massachusetts
$252K – – –
CIA
1033
Choate Investment Advisors
Massachusetts
$251K -$707K -4,140 -74%
BCM
1034
Brookstone Capital Management
Illinois
$251K +$6.83K +40 +3%
DAS
1035
Dynamic Advisor Solutions
Arizona
$251K -$206K -1,204 -46%
AA
1036
Advisory Alpha
Michigan
$248K +$242K +1,416 New
BFG
1037
Berger Financial Group
Minnesota
$246K -$8.2K -48 -3%
UW
1038
Unique Wealth
Florida
$246K +$240K +1,404 New
WFA
1039
Wellspring Financial Advisors
Ohio
$246K +$240K +1,404 New
SWP
1040
Strategic Wealth Partners
Ohio
$245K -$115K -672 -32%
BP
1041
Broadleaf Partners
Ohio
$245K – – –
WB
1042
WesBanco Bank
West Virginia
$244K +$238K +1,396 New
PIAS
1043
PCA Investment Advisory Services
Ohio
$242K +$683 +4 +0.3%
VCA
1044
Verdence Capital Advisors
Maryland
$242K -$4.1K -24 -2%
BAM
1045
Blueshift Asset Management
New Jersey
$239K +$234K +1,368 New
UF
1046
Univest Financial
Pennsylvania
$238K – – –
BAAM
1047
Baker Avenue Asset Management
California
$238K +$232K +1,356 New
RA
1048
RFG Advisory
Alabama
$235K +$2.73K +16 +1%
VT
1049
Vise Technologies
New York
$235K -$15K -88 -6%
SB
1050
Sunflower Bank
Texas
$234K – – –