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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1126
Baker Tilly Wealth Management
Wisconsin
$254K -$2.76K -13 -1%
B
1127
Bellecapital
Switzerland
$254K
CB
1128
Community Bank
New York
$254K
CFM
1129
Catalyst Funds Management
Australia
$254K +$233K +1,100 New
TIA
1130
Tandem Investment Advisors
South Carolina
$253K -$447K -2,106 -66%
MWM
1131
Mattern Wealth Management
Kansas
$253K +$12.7K +60 +6%
SWP
1132
Summit Wealth Partners
Florida
$252K
FNT
1133
First Nebraska Trust
Nebraska
$252K
HSA
1134
HBK Sorce Advisory
Pennsylvania
$252K +$2.12K +10 +0.9%
TAM
1135
Tealwood Asset Management
Minnesota
$251K
IFWM
1136
Institute for Wealth Management
Colorado
$251K -$5.94K -28 -3%
SPI
1137
Sutton Place Investors
New York
$251K +$230K +1,085 New
SIA
1138
Schechter Investment Advisors
Michigan
$248K +$228K +1,073 New
FTWA
1139
Fifth Third Wealth Advisors
Ohio
$247K +$226K +1,068 New
BL
1140
Balentine LLC
Georgia
$245K +$225K +1,060 New
ACM
1141
Arcataur Capital Management
Wisconsin
$245K
FFM
1142
Forum Financial Management
Illinois
$243K
SBCM
1143
Silverberg Bernstein Capital Management
New York
$243K
RIA
1144
Realta Investment Advisors
Delaware
$243K -$9.12K -43 -4%
GL
1145
Gerber LLC
Ohio
$242K
HHRDM
1146
H&H Retirement Design & Management
Nevada
$242K +$234K +1,104 New
FA
1147
Faithward Advisors
Pennsylvania
$242K +$222K +1,048 New
UCB
1148
United Community Bank
South Carolina
$242K -$2.12K -10 -0.9%
TFIPS
1149
Towarzystwo Funduszy Inwestycyjnych PZU SA
$240K
RCG
1150
Regatta Capital Group
California
$239K +$636 +3 +0.3%