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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1751
Ameliora Wealth Management
Switzerland
$149K – – –
CT
1752
Colonial Trust
South Carolina
$147K +$5.71K +64 +5%
PWMG
1753
Private Wealth Management Group
New Jersey
$145K +$92.6K +1,037 +282%
FFA
1754
Frazier Financial Advisors
Ohio
$144K +$4.73K +53 +4%
1CP
1755
1015 Capital Partners
Pennsylvania
$143K – – –
Loomis, Sayles & Company
1756
Loomis, Sayles & Company
Massachusetts
$143K +$68.5K +767 +125%
M
1757
MOTCO
Texas
$142K -$2.68K -30 -2%
HWM
1758
HighMark Wealth Management
Minnesota
$142K +$982 +11 +0.8%
HPBT
1759
Hickory Point Bank & Trust
Illinois
$142K -$11.2K -125 -8%
CHC
1760
City Holding Co
West Virginia
$141K – – –
PS
1761
Pinney & Scofield
Massachusetts
$140K -$14K -157 -10%
BBPWM
1762
Blue Bell Private Wealth Management
Pennsylvania
$139K – – –
WETS
1763
Wealth Enhancement Trust Services
South Dakota
$139K +$40K +448 +50%
CFFP
1764
Center for Financial Planning
Michigan
$139K – – –
S
1765
Sachetta
Massachusetts
$138K +$11.7K +131 +11%
EP
1766
Essential Partners
California
$137K -$9.46K -106 -7%
PFSC
1767
Peoples Financial Services Corp
Pennsylvania
$136K – – –
TAP
1768
Tounjian Advisory Partners
Florida
$135K -$1.57M -17,640 -93%
JWM
1769
JPL Wealth Management
Colorado
$134K +$3.3K +37 +3%
BC
1770
Bayforest Capital
United Kingdom
$131K -$317K -3,546 -74%
KFAS
1771
Keating Financial Advisory Services
Kansas
$130K +$43.2K +484 +63%
BGAI
1772
Bruce G. Allen Investments
Colorado
$126K -$1.25K -14 -1%
HWA
1773
Heritage Wealth Advisors
Virginia
$124K +$44.6K +500 +71%
ABC
1774
Anchor Bay Capital
California
$121K +$113K +1,265 New
SCM
1775
Silvant Capital Management
Georgia
$121K – – –