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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1651
Montag & Associates
Georgia
$158K
T
1652
Tidemark
California
$157K +$182K +500 +25,000%
PP
1653
Pingora Partners
Wyoming
$157K
WETS
1654
Wealth Enhancement Trust Services
South Dakota
$153K +$29.8K +82 +20%
ZBNA
1655
Zions Bancorporation, National Association
Utah
$150K +$9.08K +25 +5%
GWP
1656
Gen-Wealth Partners
Michigan
$146K -$10.9K -30 -6%
ADL
1657
Asset Dedication LLC
California
$146K +$5.45K +15 +3%
LCM
1658
Logan Capital Management
Pennsylvania
$143K +$166K +457 New
BFP
1659
Birchwood Financial Partners
Minnesota
$143K
BWA
1660
Basecamp Wealth Advisors
Washington
$142K +$3.27K +9 +2%
ACM
1661
Accent Capital Management
Ohio
$141K
OC
1662
Oakworth Capital
Alabama
$140K -$8.72K -24 -5%
MEG
1663
Millstone Evans Group
Colorado
$137K +$363 +1 +0.2%
PP
1664
PFS Partners
New Jersey
$133K
USB
1665
Union Savings Bank
Connecticut
$132K
QC
1666
Quent Capital
New York
$130K -$16.4K -45 -10%
SA
1667
Seneschal Advisors
Washington
$127K -$18.5K -51 -11%
CIA
1668
Cape Investment Advisory
Georgia
$125K +$145K +398 New
SAM
1669
S.A. Mason
Michigan
$123K
CFSG
1670
Community Financial Services Group
Vermont
$118K +$113K +310 +463%
DIP
1671
DT Investment Partners
Pennsylvania
$117K
HWP
1672
Highline Wealth Partners
California
$116K +$3.27K +9 +3%
TC
1673
Trust Company
Kansas
$115K +$29.1K +80 +28%
SGK
1674
Steigerwald Gordon & Koch
Virginia
$115K +$5.45K +15 +4%
KB
1675
Kimelman & Baird
New York
$111K