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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1326
Selective Wealth Management
Virginia
$178K +$40.7K +150 +23%
RBC
1327
Roble Belko & Company
Pennsylvania
$175K – – –
CYG
1328
Clean Yield Group
Vermont
$174K – – –
TPCW
1329
TD Private Client Wealth
New York
$174K -$5.7K -21 -3%
MHR
1330
Matthew Hamilton Rosenberg
$169K +$40.7K +150 +24%
OIA
1331
Optimum Investment Advisors
Illinois
$167K -$560K -2,062 -73%
HBT
1332
Hills Bank & Trust
Iowa
$167K -$6.24K -23 -3%
CFG
1333
CKW Financial Group
Hawaii
$160K – – –
CT
1334
Caldwell Trust
Florida
$156K -$19K -70 -9%
FNBOSM
1335
First National Bank of South Miami
Florida
$156K +$17.1K +63 +10%
HWA
1336
HHM Wealth Advisors
Tennessee
$155K -$25.2K -93 -12%
EBA
1337
Eagle Bay Advisors
New York
$155K +$81.7K +301 +75%
ATC
1338
Adirondack Trust Company
New York
$151K +$10.3K +38 +6%
CWC
1339
Carolinas Wealth Consulting
North Carolina
$150K +$21.2K +78 +13%
GI
1340
Gradient Investments
Minnesota
$149K -$543 -2 -0.3%
ACA
1341
Atlas Capital Advisors
Wyoming
$147K -$725K -2,672 -80%
IAS
1342
IMA Advisory Services
Colorado
$147K – – –
BWM
1343
BerganKDV Wealth Management
Minnesota
$145K – – –
MAWCM
1344
Mine & Arao Wealth Creation & Management
California
$143K – – –
CA
1345
Crewe Advisors
Utah
$138K -$1.9K -7 -1%
EW
1346
Evoke Wealth
California
$134K – – –
TC
1347
Truvestments Capital
Florida
$133K +$17.4K +64 +12%
RFA
1348
Reilly Financial Advisors
California
$131K – – –
ST
1349
Smithfield Trust
Pennsylvania
$128K – – –
RE
1350
RBC Europe
United Kingdom
$121K -$10.3K -38 -6%