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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1151
Disciplined Investments
Oklahoma
$50K -$13.9K -72 -22%
MAM
1152
Marquette Asset Management
Minnesota
$50K
RFA
1153
Reilly Financial Advisors
California
$50K
KWM
1154
Keebeck Wealth Management
Illinois
$50K +$48.6K +251 New
PA
1155
Perennial Advisors
New York
$49K +$47.2K +244 New
NIM
1156
NuWave Investment Management
New Jersey
$48K -$171K -885 -79%
MIFH
1157
Migdal Insurance & Financial Holdings
Israel
$48K -$11.2K -58 -20%
PFBT
1158
Parkside Financial Bank & Trust
Missouri
$48K +$4.84K +25 +12%
RA
1159
Rational Advisors
New York
$48K +$46.3K +239 New
CMA
1160
Cedar Mountain Advisors
Oregon
$45K
FRA
1161
Front Row Advisors
California
$45K
TFO
1162
Tarbox Family Office
California
$44K +$11.6K +60 +37%
FBT
1163
First Bank & Trust
South Dakota
$42K -$7.55K -39 -15%
PA
1164
Procyon Advisors
Connecticut
$41K +$7.36K +38 +23%
AF
1165
Allworth Financial
California
$40K
CA
1166
Centerpoint Advisors
Massachusetts
$40K
CCM
1167
Cribstone Capital Management
Maine
$40K +$38.7K +200 New
TF
1168
TimeScale Financial
Massachusetts
$39K
AP
1169
Arlington Partners
Alabama
$39K +$37.8K +195 New
VFA
1170
Valeo Financial Advisors
Indiana
$36K +$4.65K +24 +15%
FPFS
1171
First Personal Financial Services
North Carolina
$35K
SWM
1172
Sugarloaf Wealth Management
Georgia
$32K
OIS
1173
Okabena Investment Services
Minnesota
$32K +$31K +160 New
PC
1174
Permanens Capital
New York
$30K -$38.7K -200 -57%
FWM
1175
Focused Wealth Management
New York
$30K