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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1351
Bell Bank
North Dakota
$235K -$88.4K -343 -29%
FFWM
1352
Future Financial Wealth Management
Ohio
$234K – – –
SFG
1353
Sunburst Financial Group
Alabama
$234K – – –
SMA
1354
Sage Mountain Advisors
Georgia
$234K +$6.44K +25 +3%
AI
1355
Accredited Investors
Minnesota
$233K -$11.6K -45 -5%
CSIC
1356
Clifford Swan Investment Counsel
California
$232K – – –
CL
1357
Choreo LLC
Illinois
$232K +$210K +814 New
HWM
1358
Hohimer Wealth Management
Washington
$232K +$210K +817 New
EWA
1359
EP Wealth Advisors
California
$231K -$1.8K -7 -0.9%
LNWTC
1360
Laird Norton Wetherby Trust Company
Washington
$231K +$10.8K +42 +5%
HIC
1361
Hartline Investment Corp
Illinois
$231K +$210K +814 New
CWM
1362
Connecticut Wealth Management
Connecticut
$230K – – –
BO
1363
BRR OpCo
Ohio
$229K +$208K +807 New
EBSAM
1364
Eubel Brady & Suttman Asset Management
Ohio
$228K +$206K +800 New
TPCW
1365
TD Private Client Wealth
New York
$228K -$304K -1,179 -60%
BCM
1366
Bluefin Capital Management
New York
$227K -$7.94M -30,830 -97%
HAS
1367
HBW Advisory Services
California
$227K -$3.35K -13 -2%
NSIM
1368
North Star Investment Management
Illinois
$227K – – –
RBC
1369
Roble Belko & Company
Pennsylvania
$227K +$206K +800 New
CT
1370
Caldwell Trust
Florida
$227K -$5.15K -20 -2%
UBV
1371
United Bank (Virginia)
Virginia
$226K +$205K +795 New
HBT
1372
Hills Bank & Trust
Iowa
$224K +$13.4K +52 +7%
WP
1373
WMS Partners
Maryland
$222K +$202K +783 New
SIC
1374
Salem Investment Counselors
North Carolina
$221K -$45.3K -176 -18%
FRM
1375
Fox Run Management
Connecticut
$220K -$71.9K -279 -26%