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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1551
Central Bank & Trust
Kentucky
$47.2K – – –
QPBE
1552
Quintet Private Bank (Europe)
Luxembourg
$46.6K +$25K +96 +120%
SWA
1553
SOA Wealth Advisors
New York
$45.6K – – –
SIC
1554
SJS Investment Consulting
Ohio
$44K – – –
AFS
1555
Annapolis Financial Services
Maryland
$42.3K – – –
CAC
1556
Core Alternative Capital
Georgia
$41.6K – – –
GJIA
1557
Glass Jacobson Investment Advisors
Maryland
$41.1K +$12.5K +48 +45%
BWM
1558
Baystate Wealth Management
Massachusetts
$40.9K +$5.46K +21 +16%
GTAM
1559
Global Trust Asset Management
Florida
$40.6K – – –
BWL
1560
Bogart Wealth LLC
Virginia
$40K +$9.1K +35 +30%
VWM
1561
Venturi Wealth Management
Texas
$40K +$11.7K +45 +42%
RW
1562
RVW Wealth
California
$40K +$39.3K +151 New
RDIA
1563
RE Dickinson Investment Advisors
Iowa
$40K – – –
BFP
1564
Briaud Financial Planning
Texas
$40K +$39.5K +152 New
BONH
1565
Bank of New Hampshire
New Hampshire
$39.7K – – –
GWMIA
1566
Global Wealth Management Investment Advisory
Florida
$39.7K – – –
SGC
1567
Slocum, Gordon & Co
Rhode Island
$39.7K – – –
SIS
1568
Sound Income Strategies
Florida
$38.5K -$4.42K -17 -10%
CB
1569
CNB Bank
Pennsylvania
$38.1K – – –
DF
1570
DecisionPoint Financial
Arizona
$37.9K -$6.5K -25 -15%
EARNEST Partners
1571
EARNEST Partners
Georgia
$36K – – –
PCTC
1572
Perkins Coie Trust Company
Washington
$36K +$520 +2 +1%
CMP
1573
Coston McIsaac & Partners
Maine
$36K +$260 +1 +0.7%
RCG
1574
Rock Creek Group
District of Columbia
$35.5K -$155K -595 -82%
WAS
1575
Winch Advisory Services
Wisconsin
$35K -$2.6K -10 -7%