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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1051
Institute for Wealth Management
Colorado
$237K +$26.6K +133 +13%
KPCM
1052
Kings Point Capital Management
New York
$231K +$4.2K +21 +2%
MFW
1053
Meristem Family Wealth
Minnesota
$229K -$52K -260 -19%
VCM
1054
Vivaldi Capital Management
Illinois
$229K -$21K -105 -9%
ECM
1055
Evergreen Capital Management
Washington
$229K -$6.79K -34 -3%
KFGK
1056
Keystone Financial Group (Kentucky)
Kentucky
$229K -$2.6K -13 -1%
LBC
1057
Lowe Brockenbrough & Co
Virginia
$228K -$4K -20 -2%
NFG
1058
Nadler Financial Group
Illinois
$228K +$11.6K +58 +5%
FHC
1059
First Horizon Corporation
Tennessee
$227K +$227K +1,137 New
Jones Financial Companies
1060
Jones Financial Companies
Missouri
$226K -$4.2K -21 -2%
TCM
1061
Tradewinds Capital Management
Washington
$225K – – –
HIA
1062
Harbor Investment Advisory
Maryland
$225K +$59.1K +296 +36%
KMWM
1063
Keudell/Morrison Wealth Management
Oregon
$223K +$4.2K +21 +2%
FWM
1064
Frontier Wealth Management
Missouri
$222K +$222K +1,111 New
MA
1065
Mutual Advisors
Nebraska
$221K +$221K +1,107 New
B
1066
Bellecapital
Switzerland
$220K – – –
LPIC
1067
LeJeune Puetz Investment Counsel
Michigan
$220K – – –
NICM
1068
Neo Ivy Capital Management
New York
$220K +$34K +170 +18%
BIP
1069
Blueprint Investment Partners
North Carolina
$220K +$204K +1,019 New
ICM
1070
IMS Capital Management
Oregon
$219K +$7.99K +40 +4%
FNT
1071
First Nebraska Trust
Nebraska
$218K – – –
BB
1072
Berkshire Bank
Massachusetts
$216K +$216K +1,080 New
GAB
1073
German American Bancorp
Indiana
$216K +$216K +1,080 New
BCWM
1074
Bartlett & Co Wealth Management
Ohio
$212K -$38.4K -192 -15%
BC
1075
Bartlett & Co
Ohio
$212K -$38.4K -192 -15%