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Name Holding Trade Value Shares
Change
Change in
Stake
HB
801
HTLF Bank
Colorado
$381K +$411K +833 New
JGGDR
802
JGP Global Gestao de Recursos
Brazil
$380K -$986 -2 -0.2%
IFS
803
Ifrah Financial Services
Arkansas
$380K -$44.9K -91 -10%
FWTB
804
First Western Trust Bank
Colorado
$379K +$408K +828 New
AWM
805
Avitas Wealth Management
California
$378K -$1.97K -4 -0.5%
CBTWT
806
Community Bank & Trust (Waco, Texas)
Texas
$371K -$14.8K -30 -4%
PCP
807
Proficio Capital Partners
Massachusetts
$371K +$11.8K +24 +3%
DWT
808
Dorsey & Whitney Trust
South Dakota
$369K -$5.92K -12 -1%
GSC
809
Grey Street Capital
Illinois
$367K
LSWM
810
Lorne Steinberg Wealth Management
Canada
$366K
HI
811
Humankind Investments
New York
$366K -$10.8K -22 -3%
WFS
812
Walker Financial Services
Kentucky
$364K +$14.8K +30 +4%
GL
813
Graypoint LLC
New York
$363K +$57.2K +116 +17%
ZIM
814
Zacks Investment Management
Illinois
$361K -$19.7K -40 -5%
SWP
815
Strategic Wealth Partners
Ohio
$360K -$73.9K -150 -16%
APG
816
Abacus Planning Group
South Carolina
$358K +$385K +781 New
CIA
817
CCM Investment Advisers
South Carolina
$358K -$7.39K -15 -2%
WT
818
Whittier Trust
California
$357K -$14.3K -29 -4%
WF
819
Welch & Forbes
Massachusetts
$355K
9WM
820
9258 Wealth Management
Ohio
$353K -$37.5K -76 -9%
MCM
821
Manchester Capital Management
Vermont
$350K +$6.9K +14 +2%
WPA
822
West Paces Advisors
Georgia
$347K +$1.48K +3 +0.4%
HAG
823
HighPoint Advisor Group
Illinois
$347K +$492K +999 New
RSWM
824
Robertson Stephens Wealth Management
California
$345K
BSW
825
Buckingham Strategic Wealth
Missouri
$342K +$10.8K +22 +3%