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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1076
Summit Wealth Partners
Florida
$204K +$188K +1,091 New
FNT
1077
First Nebraska Trust
Nebraska
$203K +$188K +1,090 New
TAM
1078
Tealwood Asset Management
Minnesota
$203K +$187K +1,085 New
APP
1079
Avantax Planning Partners
Iowa
$200K +$185K +1,073 New
NW
1080
NewEdge Wealth
Pennsylvania
$200K +$185K +1,072 New
CPA
1081
Cowen Prime Advisors
New York
$196K – – –
QPBE
1082
Quintet Private Bank (Europe)
Luxembourg
$190K -$8.95K -52 -5%
BWM
1083
BerganKDV Wealth Management
Minnesota
$189K – – –
BEI
1084
Benjamin Edwards Inc
Missouri
$187K +$78.5K +456 +84%
MAM
1085
Magellan Asset Management
Australia
$187K +$4.65K +27 +3%
PB
1086
Pinnacle Bancorp
Nebraska
$184K – – –
ADL
1087
Asset Dedication LLC
California
$183K +$99.1K +576 +141%
VNA
1088
Valley National Advisers
Pennsylvania
$177K -$6.2K -36 -4%
FFC
1089
First Financial Corp
Indiana
$174K -$5.16K -30 -3%
JWM
1090
Janiczek Wealth Management
Colorado
$169K +$104K +603 +200%
AT
1091
Avalon Trust
New Mexico
$168K – – –
BC
1092
Bartlett & Co
Ohio
$159K – – –
BCWM
1093
Bartlett & Co Wealth Management
Ohio
$159K – – –
BWA
1094
BDO Wealth Advisors
Florida
$157K +$4.82K +28 +3%
MCM
1095
Manchester Capital Management
Vermont
$156K +$344 +2 +0.2%
SGC
1096
Slocum, Gordon & Co
Rhode Island
$156K – – –
CCC
1097
Chelsea Counsel Company
California
$155K -$34.4K -200 -19%
FBC
1098
Fairfield, Bush & Co
Connecticut
$151K +$140K +811 New
WPA
1099
West Paces Advisors
Georgia
$150K – – –
AA
1100
Alta Advisers
United Kingdom
$149K – – –