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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1026
IHT Wealth Management
Illinois
$251K -$355K -5,796 -57%
ACM
1027
Allred Capital Management
Texas
$251K -$38.6K -630 -13%
MBT
1028
Montecito Bank & Trust
California
$251K +$30.5K +499 +13%
BBA
1029
BLB&B Advisors
Pennsylvania
$251K +$267K +4,361 New
SAF
1030
Smith Anglin Financial
Texas
$249K +$673 +11 +0.3%
BONST
1031
Bank of Nova Scotia Trust
Ontario, Canada
$248K +$367 +6 +0.1%
OFG
1032
OmniStar Financial Group
North Carolina
$248K +$264K +4,314 New
YIA
1033
YHB Investment Advisors
Connecticut
$246K -$5.33K -87 -2%
LIA
1034
LBMC Investment Advisors
Tennessee
$246K
TWM
1035
Titus Wealth Management
California
$246K +$262K +4,279 New
LIP
1036
Liontrust Investment Partners
United Kingdom
$246K +$261K +4,266 New
HVIA
1037
Hudson Valley Investment Advisors
New York
$245K -$1.47K -24 -0.6%
KIA
1038
KCM Investment Advisors
California
$245K
FNBOO
1039
First National Bank of Omaha
Nebraska
$244K -$28.2K -461 -10%
TCA
1040
Transcend Capital Advisors
New Jersey
$244K -$7.16K -117 -3%
CA
1041
Claro Advisors
Massachusetts
$244K +$4.16K +68 +2%
VFA
1042
Voya Financial Advisors
Connecticut
$244K +$10.6K +173 +4%
CSPIA
1043
Cary Street Partners Investment Advisory
Virginia
$243K +$44.6K +728 +21%
AT
1044
Arden Trust
Delaware
$242K -$71.4K -1,166 -22%
BWM
1045
BigSur Wealth Management
Florida
$242K
AFG
1046
Allegheny Financial Group
Pennsylvania
$242K +$1.84K +30 +0.7%
EFSCE
1047
Enterprise Financial Services Corp (EFSC)
Missouri
$242K +$37.2K +607 +17%
FM
1048
Family Management
New York
$239K -$30.5K -498 -11%
NFC
1049
Northeast Financial Consultants
Connecticut
$239K
WA
1050
Wealth Alliance
New York
$236K -$8.02K -131 -3%