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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1551
Alerus Financial
North Dakota
$168K -$5.25K -20 -3%
CBT
1552
Crews Bank & Trust
Florida
$166K – – –
BTC
1553
Bank & Trust Company
Illinois
$166K – – –
BP
1554
BNP Paribas
France
$163K +$1.84K +7 +1%
CLOS
1555
Compagnie Lombard Odier SCmA
Switzerland
$159K -$11.8M -45,000 -99%
KFAS
1556
Keating Financial Advisory Services
Kansas
$158K +$143K +546 New
GWP
1557
Gen-Wealth Partners
Michigan
$156K -$112K -425 -44%
BTI
1558
Blue Trust Inc
Georgia
$155K -$117K -446 -45%
HWA
1559
HHM Wealth Advisors
Tennessee
$152K -$2.1K -8 -1%
SIM
1560
Sentry Investment Management
Wisconsin
$152K – – –
SC
1561
Swan Capital
Florida
$150K – – –
SOW
1562
State of Wyoming
Wyoming
$150K -$323K -1,229 -70%
BFP
1563
Birchwood Financial Partners
Minnesota
$147K +$134K +509 New
MA
1564
Montag & Associates
Georgia
$146K +$13.1K +50 +11%
CCA
1565
Catalyst Capital Advisors
New York
$146K +$18.6K +71 +16%
PP
1566
Pingora Partners
Wyoming
$144K – – –
OC
1567
Oakworth Capital
Alabama
$136K – – –
SWM
1568
Spire Wealth Management
Virginia
$135K +$22.1K +84 +22%
WAU
1569
Wellington-Altus USA
Manitoba, Canada
$134K +$122K +465 New
TWD
1570
True Wealth Design
Ohio
$133K +$9.19K +35 +8%
SA
1571
Seneschal Advisors
Washington
$132K -$28.4K -108 -19%
RPC
1572
Rossmore Private Capital
Connecticut
$131K +$119K +452 New
NEWAS
1573
N.E.W. Advisory Services
Wisconsin
$131K – – –
ACM
1574
Accent Capital Management
Ohio
$131K – – –
JFA
1575
JNBA Financial Advisors
Minnesota
$129K – – –