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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
3026
Stelac Advisory Services
New York
$190K -$3.37K -49 -2%
BCM
3027
Boreal Capital Management
Florida
$185K +$6.61K +96 +4%
BC
3028
Barrett & Company
Rhode Island
$184K
CC
3029
Corsicana & Co
Texas
$184K +$191K +2,776 New
WA
3030
Westfuller Advisors
New York
$183K +$189K +2,743 New
PSB
3031
Piscataqua Savings Bank
New Hampshire
$183K
PK
3032
Pflug Koory
Nebraska
$178K
FDW
3033
Fourth Dimension Wealth
Ohio
$177K +$13.8K +200 +8%
PP
3034
Pacifica Partners
Canada
$176K +$7.98K +116 +5%
JWM
3035
JPL Wealth Management
Colorado
$174K +$181K +2,627 New
BOJHT
3036
Bank of Jackson Hole Trust
Wyoming
$174K +$66.4K +965 +58%
BIA
3037
Bell Investment Advisors
California
$173K -$24.3K -353 -12%
CCA
3038
Catalyst Capital Advisors
New York
$173K -$133K -1,927 -43%
VWWMG
3039
Vermillion & White Wealth Management Group
Pennsylvania
$162K +$87K +1,264 +108%
MSG
3040
Main Street Group
Virginia
$160K -$14.4K -209 -8%
MWPCG
3041
Measured Wealth Private Client Group
New Hampshire
$160K -$50.7K -736 -23%
BAM
3042
Bellevue Asset Management
Washington
$160K -$47.5K -690 -22%
BHWM
3043
Beaird Harris Wealth Management
Texas
$159K +$24.1K +350 +17%
WOSD
3044
WFA of San Diego
California
$158K -$13.8K -200 -8%
PWA
3045
Physician Wealth Advisors
Utah
$155K -$22.8K -331 -12%
C
3046
Covestor
United Kingdom
$149K -$25.6K -372 -14%
PP
3047
Pingora Partners
Wyoming
$144K
MIM
3048
Meridiem Investment Management
United Kingdom
$143K
PWM
3049
Peck Wealth Management
New York
$143K +$148K +2,156 New
MLA
3050
MB, Levis & Associates
Pennsylvania
$140K -$20.6K -300 -12%