Name Holding Trade Value Shares
Change
Change in
Stake
GAB
1801
German American Bancorp
Indiana
$202K -$4.71K -11 -2%
MFWP
1802
Mosaic Family Wealth Partners
Missouri
$202K +$5.57K +13 +3%
GWM
1803
GSB Wealth Management
Connecticut
$202K -$2.14K -5 -1%
SC
1804
Sepio Capital
Utah
$201K -$76.7K -179 -28%
MWM
1805
Manske Wealth Management
Texas
$200K – – –
SWM
1806
SHP Wealth Management
Massachusetts
$200K +$202K +471 New
TFA
1807
Transamerica Financial Advisors
Florida
$200K +$80.5K +188 +67%
BGAI
1808
Bruce G. Allen Investments
Colorado
$196K -$22.3K -52 -10%
GWS
1809
Greykasell Wealth Strategies
California
$193K -$24.4K -57 -11%
UFF
1810
USA Financial Formulas
Michigan
$189K -$211K -493 -53%
GBT
1811
Grove Bank & Trust
Florida
$188K +$3K +7 +2%
DMBA
1812
Deseret Mutual Benefit Administrators
Utah
$187K -$8.57K -20 -4%
TFM
1813
TFC Financial Management
Massachusetts
$186K +$77.1K +180 +70%
RFP
1814
Root Financial Partners
California
$186K -$33.8K -79 -15%
CAL
1815
Capital Advisors Ltd
Ohio
$185K +$4.28K +10 +2%
SWA
1816
SOA Wealth Advisors
New York
$183K -$18K -42 -9%
CTC
1817
Cetera Trust Company
Minnesota
$182K – – –
MA
1818
Montag & Associates
Georgia
$181K +$117K +272 +179%
GWM
1819
Geneos Wealth Management
Colorado
$177K -$3.85K -9 -2%
MB
1820
MidFirst Bank
Oklahoma
$174K +$184K +430 New
MWA
1821
Medallion Wealth Advisors
Connecticut
$173K – – –
SL
1822
Salomon & Ludwin
Virginia
$171K -$12.9K -30 -7%
BC
1823
Broadwater Capital
Massachusetts
$171K – – –
BSB
1824
Bangor Savings Bank
Maine
$164K – – –
WA
1825
Westfuller Advisors
New York
$163K – – –