Name Holding Trade Value Shares
Change
Change in
Stake
PTB
1126
Pioneer Trust Bank
Oregon
$331K -$8.15K -26 -2%
SCA
1127
STALEY CAPITAL ADVISERS
Pennsylvania
$329K – – –
LAM
1128
L2 Asset Management
Massachusetts
$326K +$313K +1,000 New
MFC
1129
Mechanics Financial Corp
Ohio
$326K – – –
SAM
1130
Strategy Asset Managers
California
$324K -$1.57K -5 -0.5%
PWM
1131
Prentice Wealth Management
New York
$323K +$31K +99 +11%
EHC
1132
Everett Harris & Co
California
$321K – – –
RTC
1133
Riverview Trust Company
Washington
$321K – – –
E
1134
Ergoteles
New York
$321K -$273K -870 -46%
PBO
1135
Peoples Bank (Ohio)
Ohio
$319K -$97.5K -311 -24%
FFP
1136
FourThought Financial Partners
Florida
$318K +$305K +974 New
EFM
1137
E Fund Management
China
$313K -$11.6K -37 -4%
TWA
1138
Tandem Wealth Advisors
Arizona
$312K +$300K +957 New
CIP
1139
Convergence Investment Partners
Florida
$312K +$299K +955 New
CWM
1140
Cahaba Wealth Management
Georgia
$311K +$299K +953 New
GPI
1141
General Partner Inc
Pennsylvania
$311K +$298K +952 New
NB
1142
Nicolet Bankshares
Wisconsin
$310K -$8.15K -26 -3%
EAM
1143
Evanson Asset Management
California
$308K -$19.4K -62 -6%
APWM
1144
Argonautica Private Wealth Management
Massachusetts
$308K +$296K +943 New
MWM
1145
Meridian Wealth Management
Kentucky
$308K +$7.52K +24 +3%
W
1146
Wealthquest
Ohio
$307K +$12.5K +40 +4%
CAM
1147
Cozad Asset Management
Illinois
$307K +$40.7K +130 +16%
OFG
1148
Oxford Financial Group
Indiana
$306K +$53.3K +170 +22%
ACM
1149
Advisors Capital Management
New Jersey
$305K -$26.3K -84 -8%
OWP
1150
Obermeyer Wealth Partners
Colorado
$303K -$16.3K -52 -5%