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Name Holding Trade Value Shares
Change
Change in
Stake
HT
1851
Heritage Trust
Oklahoma
$202K – – –
KCPG
1852
Kavar Capital Partners Group
Kansas
$202K +$208K +643 New
AWA
1853
Arete Wealth Advisors
Illinois
$201K +$208K +644 New
RWM
1854
Refined Wealth Management
Utah
$201K – – –
CSA
1855
Cottage Street Advisors
Massachusetts
$201K +$207K +640 New
RCI
1856
RS Crum Inc
California
$201K +$207K +640 New
GCM
1857
Gables Capital Management
Florida
$196K – – –
GIA
1858
GHP Investment Advisors
Colorado
$194K +$9.69K +30 +5%
SC
1859
Steph & Co
Wisconsin
$193K -$7.43K -23 -4%
AF
1860
Arrow Financial
New York
$193K – – –
CAM
1861
Creekmur Asset Management
Illinois
$192K – – –
KB
1862
Kimelman & Baird
New York
$187K +$193K +597 New
HWA
1863
HHM Wealth Advisors
Tennessee
$186K – – –
GKIM
1864
GW&K Investment Management
Massachusetts
$186K +$7.43K +23 +4%
BLC
1865
Brown, Lisle/Cummings
Rhode Island
$185K – – –
GCS
1866
Gordian Capital (Singapore)
Singapore
$182K +$187K +580 New
RMC
1867
Resources Management Corp
Connecticut
$180K – – –
BC
1868
Barrett & Company
Rhode Island
$178K – – –
OP
1869
ORG Partners
Indiana
$178K +$183K +568 New
RTC
1870
Riverview Trust Company
Washington
$173K -$1.08M -3,330 -86%
PB
1871
Pinnacle Bancorp
Nebraska
$171K – – –
EDRH
1872
Edmond de Rothschild Holding
Switzerland
$169K – – –
GG
1873
Gleason Group
Kentucky
$166K -$21.6K -67 -11%
IGWM
1874
ICA Group Wealth Management
Colorado
$163K -$216K -669 -56%
EAM
1875
Empirical Asset Management
Massachusetts
$159K +$8.47M +26,221 New