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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1151
Atticus Wealth Management
Florida
$168K
NSIM
1152
North Star Investment Management
Illinois
$168K
OIS
1153
Okabena Investment Services
Minnesota
$168K +$160K +735 +919%
AF
1154
Allworth Financial
California
$166K +$1.09K +5 +0.6%
MCM
1155
Manchester Capital Management
Vermont
$166K +$95.4K +439 +120%
DMBA
1156
Deseret Mutual Benefit Administrators
Utah
$165K +$174K +801 New
MAM
1157
Magellan Asset Management
Australia
$164K +$17K +78 +11%
BCFD
1158
Boit C.F. David
$162K +$171K +785 New
HWA
1159
Heritage Wealth Advisors
Virginia
$162K
FP
1160
Financial Perspectives
Minnesota
$156K +$217 +1 +0.1%
COCM
1161
Charter Oak Capital Management
New Hampshire
$155K
AA
1162
Addison Advisors
Vermont
$154K +$163K +748 New
CFA
1163
Carroll Financial Associates
North Carolina
$153K +$52.8K +243 +48%
SAM
1164
S.A. Mason
Michigan
$152K
AWA
1165
Arkadios Wealth Advisors
Georgia
$151K -$30.4K -140 -16%
BU
1166
BBVA USA
Alabama
$150K +$158K +727 New
TWA
1167
TCI Wealth Advisors
Arizona
$148K +$652 +3 +0.4%
CI
1168
CX Institutional
Indiana
$139K +$24.6K +113 +20%
PSB
1169
Piscataqua Savings Bank
New Hampshire
$131K
IBOK
1170
Independence Bank of Kentucky
Kentucky
$130K -$248K -1,140 -64%
MWC
1171
MBM Wealth Consultants
Missouri
$126K
BFC
1172
Bedel Financial Consulting
Indiana
$124K
KLWA
1173
Kelly Lawrence W & Associates
California
$124K
GC
1174
Garde Capital
Washington
$123K
PSIWM
1175
Paradigm Strategies in Wealth Management
Minnesota
$122K +$217 +1 +0.2%