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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
851
Trinity Wealth Management
Pennsylvania
$226K +$205K +4,900 New
TTWM
852
TCV Trust & Wealth Management
Virginia
$225K +$204K +4,888 New
AFT
853
Alpha Family Trust
California
$225K +$204K +4,880 New
CNBT
854
Canandaigua National Bank & Trust
New York
$225K +$204K +4,876 New
PCA
855
Prosperity Capital Advisors
Ohio
$225K +$204K +4,891 New
TIA
856
Trust Investment Advisors
Indiana
$224K +$203K +4,856 New
LP
857
LMR Partners
United Kingdom
$223K +$203K +4,845 New
HC
858
Headland Capital
South Carolina
$222K +$202K +4,824 New
BWAM
859
Boyd Watterson Asset Management
Ohio
$221K -$293 -7 -0.1%
EARNEST Partners
860
EARNEST Partners
Georgia
$221K -$46.4K -1,110 -19%
MA
861
Mutual Advisors
Nebraska
$220K +$199K +4,770 New
P
862
Pitcairn
Pennsylvania
$220K +$199K +4,765 New
PWAM
863
Private Wealth Asset Management
Iowa
$219K +$199K +4,758 New
KP
864
Keel Point
Alabama
$219K +$198K +4,748 New
CSIC
865
Clifford Swan Investment Counsel
California
$218K +$198K +4,726 New
VPF
866
Vantage Point Financial
Illinois
$218K +$197K +4,721 New
GIA
867
Gateway Investment Advisers
Ohio
$217K +$197K +4,706 New
CIA
868
Capital Investment Advisors
Georgia
$216K +$196K +4,691 New
TFS
869
Thoroughbred Financial Services
Tennessee
$216K +$197K +4,701 New
VWM
870
Venturi Wealth Management
Texas
$215K -$48.4K -1,157 -20%
RF
871
Rossby Financial
Florida
$215K +$195K +4,656 New
MFG
872
MidWestOne Financial Group
Iowa
$215K +$195K +4,666 New
WDG
873
Wealth Dimensions Group
Ohio
$215K +$195K +4,657 New
BWM
874
Biltmore Wealth Management
Arizona
$214K +$194K +4,645 New
AC
875
Avestar Capital
New York
$213K -$39.7K -950 -17%