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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1626
Plante Moran Financial Advisors
Michigan
$158K -$31.2K -1,386 -15%
VWA
1627
VSM Wealth Advisory
Maryland
$154K +$173K +7,691 New
CAL
1628
Capital Analysts LLC
Pennsylvania
$154K -$37.1K -1,646 -18%
CI
1629
CX Institutional
Indiana
$153K +$172K +7,640 New
PBK
1630
Peoples Bank (Kansas)
Kansas
$153K -$96.1K -4,265 -36%
GGI
1631
Godsey & Gibb Inc
Virginia
$152K -$5.59K -248 -3%
SIS
1632
Sound Income Strategies
Florida
$151K +$29K +1,285 +21%
BBPWM
1633
Blue Bell Private Wealth Management
Pennsylvania
$151K +$4.51K +200 +3%
FIA
1634
FNY Investment Advisers
New York
$150K +$169K +7,495 New
RP
1635
Raelipskie Partnership
Ontario, Canada
$150K – – –
KFI
1636
Key Financial Inc
Pennsylvania
$149K -$20.8K -921 -11%
HCP
1637
Hexagon Capital Partners
Arkansas
$148K +$2.41K +107 +1%
FDCP
1638
Foster Dykema Cabot & Partners
Massachusetts
$148K -$26.2K -1,163 -14%
AAG
1639
Armstrong Advisory Group
Massachusetts
$148K +$37.4K +1,657 +29%
BAM
1640
Byrne Asset Management
New Jersey
$148K -$94.8K -4,205 -36%
AWM
1641
Ameliora Wealth Management
Switzerland
$146K +$165K +7,300 New
HNB
1642
Hilltop National Bank
Wyoming
$144K -$42.6K -1,890 -21%
LCM
1643
Logan Capital Management
Pennsylvania
$143K -$13.5K -601 -8%
CWM
1644
Cranbrook Wealth Management
Michigan
$142K – – –
KBFS
1645
Kohmann Bosshard Financial Services
Ohio
$142K +$159K +7,069 New
VWM
1646
Valley Wealth Managers
New Jersey
$141K – – –
PSB
1647
Piscataqua Savings Bank
New Hampshire
$140K -$57.9K -2,567 -27%
CCG
1648
Ceeto Capital Group
Florida
$140K -$22.5K -1,000 -13%
AG
1649
AmeriFlex Group
Nevada
$139K +$161K +7,164 New
B
1650
Birchbrook
Maine
$139K +$7.89K +350 +5%