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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1876
Weil Company
California
$299K -$1.61K -8 -0.6%
CFA
1877
Capstone Financial Advisors
Illinois
$298K -$26.4K -131 -8%
SNB
1878
Security National Bank
Nebraska
$298K +$68.5K +340 +31%
RRWA
1879
Rainey & Randall Wealth Advisors
Florida
$297K +$1.01K +5 +0.3%
MC
1880
Matisse Capital
Oregon
$296K – – –
SJIM
1881
St. Johns Investment Management
Florida
$293K – – –
GIM
1882
Goelzer Investment Management
Indiana
$292K +$7.45K +37 +3%
DBIA
1883
Dumont & Blake Investment Advisors
New Jersey
$291K +$5.03K +25 +2%
CASB
1884
Cape Ann Savings Bank
Massachusetts
$290K – – –
PWA
1885
Peterson Wealth Advisors
Utah
$290K +$281K +1,398 New
PFSC
1886
Peoples Financial Services Corp
Pennsylvania
$289K +$59.4K +295 +27%
MWM
1887
Mascoma Wealth Management
New Hampshire
$288K +$9.26K +46 +3%
PFO
1888
Pathstone Family Office
New Jersey
$286K -$4.23K -21 -1%
FWP
1889
FAS Wealth Partners
Kansas
$286K – – –
SCM
1890
Stonehearth Capital Management
Massachusetts
$286K – – –
FUBT
1891
First United Bank & Trust
Maryland
$285K – – –
EWF
1892
Epstein & White Financial
California
$285K +$2.82K +14 +1%
CFGS
1893
Concourse Financial Group Securities
Alabama
$285K +$277K +1,374 New
RTS
1894
Round Table Services
New Jersey
$284K +$33.8K +168 +14%
BO
1895
BRR OpCo
Ohio
$283K -$45.7K -227 -14%
GC
1896
Garde Capital
Washington
$283K +$83.1K +413 +35%
BRF
1897
B. Riley Financial
California
$282K -$277K -1,376 -50%
SAM
1898
Summit Asset Management
Tennessee
$279K – – –
CWM
1899
Cranbrook Wealth Management
Michigan
$278K – – –
CWM
1900
Circle Wealth Management
New Jersey
$277K -$2.01K -10 -0.7%
74 75
76
77 78