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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1901
PBMares Wealth Management
Virginia
$204K +$188K +614 New
LWCFA
1902
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K +$49.2K +161 +38%
CAM
1903
Creekmur Asset Management
Illinois
$203K
TT
1904
TI-Trust
Illinois
$203K +$187K +613 New
RTC
1905
Riverview Trust Company
Washington
$203K +$18.6K +61 +11%
AGC
1906
Aspen Grove Capital
Colorado
$203K +$187K +611 New
ACM
1907
Avalon Capital Management
California
$202K +$186K +608 New
CWS
1908
Cypress Wealth Services
California
$201K +$185K +606 New
GKIM
1909
GW&K Investment Management
Massachusetts
$199K +$1.53K +5 +0.8%
KB
1910
Kimelman & Baird
New York
$198K
HWA
1911
HHM Wealth Advisors
Tennessee
$197K
BLC
1912
Brown, Lisle/Cummings
Rhode Island
$196K
CPA
1913
Capital Performance Advisors
California
$195K +$180K +589 New
RMC
1914
Resources Management Corp
Connecticut
$191K
BGAI
1915
Bruce G. Allen Investments
Colorado
$191K +$41.2K +135 +31%
BC
1916
Barrett & Company
Rhode Island
$188K
CAS
1917
Coppell Advisory Solutions
Texas
$188K +$37.6K +123 +27%
HCM
1918
Hollencrest Capital Management
California
$181K +$37.3K +122 +29%
PB
1919
Pinnacle Bancorp
Nebraska
$180K
EDRH
1920
Edmond de Rothschild Holding
Switzerland
$179K
OC
1921
Oarsman Capital
Wisconsin
$178K +$164K +536 New
GG
1922
Gleason Group
Kentucky
$171K -$4.58K -15 -3%
RCM
1923
Raleigh Capital Management
North Carolina
$168K -$270K -885 -64%
EAM
1924
Empirical Asset Management
Massachusetts
$167K
OP
1925
ORG Partners
Indiana
$165K -$22K -72 -13%