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Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
1251
Bradley & Co Private Wealth Management
Florida
$76K – – –
CHC
1252
City Holding Co
West Virginia
$76K – – –
HWA
1253
HHM Wealth Advisors
Tennessee
$75K – – –
CFO
1254
CVA Family Office
Colorado
$75K +$75.1K +1,285 New
BHWM
1255
Bay Harbor Wealth Management
Maryland
$72K +$3.74K +64 +5%
CSB
1256
City State Bank
Iowa
$72K +$72K +1,233 New
MAM
1257
McCarthy Asset Management
California
$71K – – –
OA
1258
Operose Advisors
Wisconsin
$71K +$70.9K +1,213 New
SWM
1259
Sugarloaf Wealth Management
Georgia
$69K – – –
WTA
1260
Washington Trust Advisors
Massachusetts
$67K +$66.6K +1,140 New
WAM
1261
WFA Asset Management
Wisconsin
$66.9K +$66.7K +1,141 New
BFC
1262
Bedel Financial Consulting
Indiana
$64K – – –
FPS
1263
Fieldpoint Private Securities
Connecticut
$63K +$8.3K +142 +15%
FF
1264
FourThought Financial
Florida
$62K +$23.1K +395 +60%
LFG
1265
Larson Financial Group
Missouri
$59K -$16.6K -284 -22%
APW
1266
Acima Private Wealth
Virginia
$59K +$58.4K +1,000 New
TIM
1267
Tevis Investment Management
Texas
$59K +$58.4K +1,000 New
WT
1268
Washington Trust
Rhode Island
$57K -$38.4K -658 -40%
MHR
1269
Matthew Hamilton Rosenberg
$55K -$13.8K -237 -20%
SWM
1270
Selective Wealth Management
Virginia
$55K – – –
TAIM
1271
TD Ameritrade Investment Management
Nebraska
$55K +$29K +497 +113%
BEI
1272
Benjamin Edwards Inc
Missouri
$55K +$32.7K +560 +147%
APP
1273
Alpha Paradigm Partners
Illinois
$54K -$580K -9,932 -92%
CNBTD
1274
Citizens National Bank Trust Department
Mississippi
$54K +$54K +925 New
RFA
1275
Reilly Financial Advisors
California
$53K -$30.1K -515 -36%
49 50
51
52 53