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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
676
Dubuque Bank & Trust
Iowa
$419K -$33.6K -69 -7%
WDG
677
Wealth Dimensions Group
Ohio
$417K +$24.3K +50 +6%
SIM
678
Sentry Investment Management
Wisconsin
$416K
PWA
679
PCG Wealth Advisors
Kansas
$416K +$209K +430 +100%
TFCP
680
Twin Focus Capital Partners
Massachusetts
$413K
1WA
681
180 Wealth Advisors
Washington
$412K
AC
682
Apogem Capital
New York
$411K +$412K +847 New
Pzena Investment Management
683
Pzena Investment Management
New York
$410K
CBTWT
684
Community Bank & Trust (Waco, Texas)
Texas
$408K -$12.2K -25 -3%
WMA
685
Wealth Management Associates
New Jersey
$408K +$409K +840 New
CFG
686
Cooper Financial Group
California
$404K +$973 +2 +0.2%
CA
687
Continuum Advisory
Idaho
$404K +$25.8K +53 +7%
AI
688
Atom Investors
Texas
$399K +$400K +823 New
SWM
689
Spire Wealth Management
Virginia
$397K +$395K +813 +13,550%
MA
690
MUFG Americas
New York
$396K -$3.4K -7 -0.9%
CIA
691
CCM Investment Advisers
South Carolina
$393K
LWM
692
Laidlaw Wealth Management
New York
$393K +$53.5K +110 +16%
H
693
HoyleCohen
California
$391K
PA
694
Pinnacle Associates
New York
$389K +$29.2K +60 +8%
SCM
695
Shelton Capital Management
Colorado
$387K -$15.1K -31 -4%
AA
696
Ancora Advisors
Ohio
$383K
PVH
697
Psagot Value Holdings
Israel
$383K +$190K +390 +98%
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$380K
HFM
699
Harvest Fund Management
China
$377K +$279K +574 +284%
WF
700
Welch & Forbes
Massachusetts
$375K