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Name Holding Trade Value Shares
Change
Change in
Stake
B
951
Barings
North Carolina
$220K -$22.9K -123 -10%
S
952
SignatureFD
Georgia
$219K -$1.67K -9 -0.8%
PWPS
953
Pinnacle Wealth Planning Services
Ohio
$218K +$205K +1,105 New
LPIC
954
LeJeune Puetz Investment Counsel
Michigan
$217K – – –
B
955
Bellecapital
Switzerland
$217K +$205K +1,100 New
HTC
956
Haverford Trust Company
Pennsylvania
$216K -$9.67K -52 -5%
CBFP
957
Cedar Brook Financial Partners
Ohio
$216K +$204K +1,095 New
FNT
958
First Nebraska Trust
Nebraska
$215K +$203K +1,090 New
NL
959
NWAM LLC
Washington
$211K +$199K +1,068 New
LC
960
LCNB Corp
Ohio
$209K +$197K +1,057 New
HWA
961
Heritage Wealth Advisors
Virginia
$208K -$16.2K -87 -8%
BCWM
962
Bartlett & Co Wealth Management
Ohio
$207K -$1.12K -6 -0.6%
BC
963
Bartlett & Co
Ohio
$207K -$1.12K -6 -0.6%
HWM
964
Highwater Wealth Management
Colorado
$206K +$194K +1,044 New
CIAS
965
Capital Investment Advisory Services
North Carolina
$205K +$91.5K +492 +90%
BSW
966
Buckingham Strategic Wealth
Missouri
$203K +$191K +1,029 New
SMFS
967
Squar Milner Financial Services
California
$200K -$18.6K -100 -9%
CLOS
968
Compagnie Lombard Odier SCmA
Switzerland
$197K -$543K -2,921 -74%
TWA
969
TCI Wealth Advisors
Arizona
$197K -$1.3K -7 -0.7%
CA
970
Crewe Advisors
Utah
$197K +$91.3K +491 +97%
ECM
971
Elgethun Capital Management
South Dakota
$196K – – –
PB
972
Pinnacle Bancorp
Nebraska
$193K – – –
ST
973
Smithfield Trust
Pennsylvania
$192K +$60.8K +327 +51%
AIL
974
AGF Investments LLC
Ontario, Canada
$192K +$173K +928 +2,109%
CB
975
Community Bank
New York
$190K – – –