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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1026
Abbrea Capital
California
$350K
EWM
1027
Evercore Wealth Management
New York
$349K -$59.6K -931 -12%
AWA
1028
Acorn Wealth Advisors
Michigan
$349K +$61.3K +957 +16%
CBT
1029
CoreFirst Bank & Trust
Kansas
$348K +$7.43K +116 +2%
FAM
1030
Formidable Asset Management
Ohio
$345K +$30.7K +479 +8%
FIM
1031
Fernwood Investment Management
Massachusetts
$343K -$6.4K -100 -1%
DWM
1032
Dakota Wealth Management
Florida
$343K +$425K +6,629 New
AG
1033
Algert Global
California
$343K +$426K +6,647 New
RA
1034
RFG Advisory
Alabama
$342K -$75.9K -1,185 -15%
NIMI
1035
Natixis Investment Managers International
France
$340K -$1.13M -17,681 -73%
CPA
1036
Court Place Advisors
Maryland
$340K -$128 -2 -0%
WDL
1037
Well Done LLC
Michigan
$339K
MFC
1038
Mechanics Financial Corp
Ohio
$338K +$64K +1,000 +18%
SA
1039
Strategic Advisors
New York
$338K +$156K +2,440 +59%
DBIA
1040
Dumont & Blake Investment Advisors
New Jersey
$338K +$419K +6,540 New
LFAS
1041
Level Four Advisory Services
Texas
$337K -$155K -2,418 -27%
BEI
1042
Benjamin Edwards Inc
Missouri
$335K +$53.1K +829 +15%
RWA
1043
Ropes Wealth Advisors
Massachusetts
$332K -$29.5K -461 -7%
GRP
1044
Global Retirement Partners
California
$331K -$6.34K -99 -2%
HVM
1045
Harvest Volatility Management
Connecticut
$330K +$33K +515 +9%
LMKC
1046
L.M. Kohn & Company
Ohio
$329K +$28.2K +441 +7%
VCP
1047
Verus Capital Partners
Arizona
$327K -$82.4K -1,287 -17%
ZIC
1048
ZWJ Investment Counsel
Georgia
$327K +$137K +2,136 +51%
MMG
1049
Monetary Management Group
Missouri
$326K
FHA
1050
First Horizon Advisors
Tennessee
$326K +$153K +2,388 +61%