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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1001
BerganKDV Wealth Management
Minnesota
$157K -$829 -5 -0.5%
CWM
1002
Curi Wealth Management
North Carolina
$154K -$166 -1 -0.1%
CLOS
1003
Compagnie Lombard Odier SCmA
Switzerland
$154K
ECM
1004
Elgethun Capital Management
South Dakota
$154K +$498 +3 +0.3%
Pacer Advisors
1005
Pacer Advisors
Pennsylvania
$153K -$2.87M -17,288 -95%
HWA
1006
Heritage Wealth Advisors
Virginia
$153K -$4.64K -28 -3%
FFC
1007
First Financial Corp
Indiana
$148K
PB
1008
Pinnacle Bancorp
Nebraska
$148K
FBC
1009
Fairfield, Bush & Co
Connecticut
$144K +$155K +936 New
DGAM
1010
Desjardins Global Asset Management
Quebec, Canada
$139K -$190K -1,143 -56%
KFI
1011
Key Financial Inc
Pennsylvania
$139K -$82.9K -500 -36%
Jones Financial Companies
1012
Jones Financial Companies
Missouri
$137K -$10.3K -62 -7%
HWMA
1013
Heritage Wealth Management (Arizona)
Arizona
$136K -$1.82K -11 -1%
BC
1014
Bartlett & Co
Ohio
$134K -$21.6K -130 -13%
BCWM
1015
Bartlett & Co Wealth Management
Ohio
$134K -$21.6K -130 -13%
AP
1016
Atwood & Palmer
Missouri
$133K -$5.31K -32 -4%
AA
1017
Ancora Advisors
Ohio
$131K -$4.15K -25 -3%
AA
1018
Addison Advisors
Vermont
$131K
BWA
1019
BDO Wealth Advisors
Florida
$125K
NSIM
1020
North Star Investment Management
Illinois
$125K
UCB
1021
United Community Bank
South Carolina
$125K +$11.6K +70 +9%
TWA
1022
TCI Wealth Advisors
Arizona
$122K +$16.9K +102 +15%
FP
1023
Financial Perspectives
Minnesota
$117K +$332 +2 +0.3%
WPA
1024
West Paces Advisors
Georgia
$117K -$3.65K -22 -3%
MCM
1025
Manchester Capital Management
Vermont
$115K -$2.49K -15 -2%