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Name Holding Trade Value Shares
Change
Change in
Stake
HG
1126
Harbor Group
New Hampshire
$256K – – –
DM
1127
Deerfield Management
New York
$256K -$20.1K -95 -8%
BTWM
1128
Baker Tilly Wealth Management
Wisconsin
$254K -$2.76K -13 -1%
B
1129
Bellecapital
Switzerland
$254K – – –
CB
1130
Community Bank
New York
$254K – – –
CFM
1131
Catalyst Funds Management
Australia
$254K +$233K +1,100 New
TIA
1132
Tandem Investment Advisors
South Carolina
$253K -$447K -2,106 -66%
MWM
1133
Mattern Wealth Management
Kansas
$253K +$12.7K +60 +6%
SWP
1134
Summit Wealth Partners
Florida
$252K – – –
FNT
1135
First Nebraska Trust
Nebraska
$252K – – –
HSA
1136
HBK Sorce Advisory
Pennsylvania
$252K +$2.12K +10 +0.9%
TAM
1137
Tealwood Asset Management
Minnesota
$251K – – –
IFWM
1138
Institute for Wealth Management
Colorado
$251K -$5.94K -28 -3%
SPI
1139
Sutton Place Investors
New York
$251K +$230K +1,085 New
SIA
1140
Schechter Investment Advisors
Michigan
$248K +$228K +1,073 New
FTWA
1141
Fifth Third Wealth Advisors
Ohio
$247K +$226K +1,068 New
BL
1142
Balentine LLC
Georgia
$245K +$225K +1,060 New
ACM
1143
Arcataur Capital Management
Wisconsin
$245K – – –
FFM
1144
Forum Financial Management
Illinois
$243K – – –
SBCM
1145
Silverberg Bernstein Capital Management
New York
$243K – – –
RIA
1146
Realta Investment Advisors
Delaware
$243K -$9.12K -43 -4%
GL
1147
Gerber LLC
Ohio
$242K – – –
HHRDM
1148
H&H Retirement Design & Management
Nevada
$242K +$234K +1,104 New
FA
1149
Faithward Advisors
Pennsylvania
$242K +$222K +1,048 New
UCB
1150
United Community Bank
South Carolina
$242K -$2.12K -10 -0.9%