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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1051
Mercer Capital Advisers
New Jersey
$212K – – –
KPCM
1052
Kings Point Capital Management
New York
$212K +$14.5K +56 +8%
WPW
1053
Waldron Private Wealth
Pennsylvania
$212K +$197K +759 New
BFPW
1054
BOK Financial Private Wealth
Colorado
$211K +$195K +753 New
GSWM
1055
Golden State Wealth Management
California
$210K -$245K -944 -56%
AWM
1056
Atticus Wealth Management
Florida
$210K +$13K +50 +7%
NERM
1057
New England Research & Management
Illinois
$210K +$195K +750 New
DWM
1058
Dakota Wealth Management
Florida
$210K +$195K +751 New
DAM
1059
Delta Asset Management
Tennessee
$209K -$34.8K -134 -15%
MFG
1060
Menard Financial Group
Texas
$209K +$194K +746 New
RWB
1061
RMR Wealth Builders
New Jersey
$208K +$20.8K +80 +12%
MBT
1062
Montecito Bank & Trust
California
$208K +$193K +745 New
RCM
1063
Radnor Capital Management
Pennsylvania
$207K +$191K +738 New
UFA
1064
US Financial Advisors
Massachusetts
$204K +$189K +727 New
FWM
1065
Fairhaven Wealth Management
Illinois
$204K +$189K +728 New
TTWM
1066
TCV Trust & Wealth Management
Virginia
$204K +$189K +730 New
MFW
1067
Meristem Family Wealth
Minnesota
$203K -$147K -566 -44%
BB
1068
Berkshire Bank
Massachusetts
$203K -$84.3K -325 -31%
NPT
1069
Nixon Peabody Trust
Massachusetts
$200K -$72.6K -280 -28%
IF
1070
Ironwood Financial
Arizona
$196K – – –
ADL
1071
Asset Dedication LLC
California
$194K -$58.4K -225 -25%
PK
1072
Pflug Koory
Nebraska
$181K +$10.4K +40 +7%
IA
1073
IFP Advisors
Florida
$181K +$62.5K +241 +59%
SSWG
1074
Seven Springs Wealth Group
Tennessee
$179K – – –
BCM
1075
Blume Capital Management
California
$179K +$166K +638 New