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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1226
Hengehold Capital Management
Ohio
$201K +$195K +845 New
LWMM
1227
Legacy Wealth Management (Mississippi)
Mississippi
$201K +$195K +844 New
SGC
1228
Slocum, Gordon & Co
Rhode Island
$198K – – –
FFC
1229
First Financial Corp
Indiana
$194K -$2.08K -9 -1%
BCWM
1230
Bartlett & Co Wealth Management
Ohio
$194K -$693 -3 -0.4%
QPBE
1231
Quintet Private Bank (Europe)
Luxembourg
$192K -$102K -440 -38%
FFA
1232
First Foundation Advisors
California
$190K -$8.78K -38 -5%
AA
1233
Alta Advisers
United Kingdom
$190K – – –
BCFD
1234
Boit C.F. David
$190K – – –
KFI
1235
Key Financial Inc
Pennsylvania
$190K – – –
AA
1236
Ancora Advisors
Ohio
$186K – – –
CCC
1237
Chelsea Counsel Company
California
$186K – – –
AWM
1238
Atticus Wealth Management
Florida
$185K – – –
QC
1239
Quent Capital
New York
$184K +$231 +1 +0.1%
PBK
1240
Peoples Bank (Kansas)
Kansas
$182K – – –
FP
1241
Financial Perspectives
Minnesota
$182K +$462 +2 +0.3%
BTI
1242
Blue Trust Inc
Georgia
$179K +$41.4K +179 +30%
WPA
1243
West Paces Advisors
Georgia
$176K – – –
ITIM
1244
Indiana Trust & Investment Management
Indiana
$176K – – –
NFSG
1245
Newbridge Financial Services Group
Florida
$175K +$70.9K +307 +72%
NSIM
1246
North Star Investment Management
Illinois
$175K -$1.85K -8 -1%
VNA
1247
Valley National Advisers
Pennsylvania
$172K -$9.47K -41 -5%
SAM
1248
S.A. Mason
Michigan
$168K – – –
CH
1249
Cromwell Holdings
Wyoming
$167K +$162K +702 New
PWM
1250
Partnership Wealth Management
Maryland
$167K – – –