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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1076
Montecito Bank & Trust
California
$244K +$45.6K +691 +22%
CIS
1077
Connors Investor Services
Pennsylvania
$244K +$254K +3,850 New
XWM
1078
Xcel Wealth Management
Florida
$244K +$254K +3,851 New
AWAP
1079
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$242K
BCB
1080
Brian C. Broderick
$242K
BG
1081
Bollard Group
Massachusetts
$240K +$1.92K +29 +0.8%
GCM
1082
Gables Capital Management
Florida
$239K
HIA
1083
Harbor Investment Advisory
Maryland
$239K +$12.3K +187 +5%
SC
1084
Steph & Co
Wisconsin
$239K +$14K +212 +6%
RIG
1085
RiverFront Investment Group
Virginia
$239K +$250K +3,782 New
CAM
1086
Claret Asset Management
Quebec, Canada
$237K
BP
1087
Ballentine Partners
Massachusetts
$236K +$726 +11 +0.3%
TCM
1088
Triumph Capital Management
Colorado
$235K +$249K +3,766 New
JC
1089
Jacobs & Co
California
$234K +$245K +3,706 New
EWM
1090
EPG Wealth Management
Georgia
$233K +$1.78K +27 +0.7%
SAM
1091
Secure Asset Management
Michigan
$232K +$264 +4 +0.1%
LI
1092
Lafayette Investments
Maryland
$232K +$242K +3,666 New
PBO
1093
Peoples Bank (Ohio)
Ohio
$231K +$241K +3,653 New
ODCM
1094
Old Dominion Capital Management
Virginia
$230K -$13.2K -200 -5%
EFSCE
1095
Enterprise Financial Services Corp (EFSC)
Missouri
$228K -$57.6K -872 -20%
NFG
1096
Nations Financial Group
Iowa
$228K -$55.1K -834 -19%
ME
1097
McIlrath & Eck
Washington
$228K +$24.9K +377 +12%
WFI
1098
West Family Investments
California
$227K +$237K +3,582 New
DCM
1099
Driehaus Capital Management
Illinois
$227K +$237K +3,592 New
Vanguard Capital Wealth Advisors
1100
Vanguard Capital Wealth Advisors
Colorado
$227K +$237K +3,594 New