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Name Holding Trade Value Shares
Change
Change in
Stake
CT
2701
Columbia Trust
Oregon
$247K +$232K +578 New
GWM
2702
GDS Wealth Management
Texas
$246K -$22.5K -56 -9%
EBSAM
2703
Eubel Brady & Suttman Asset Management
Ohio
$246K – – –
HDIM
2704
Hanson & Doremus Investment Management
Vermont
$246K +$36.2K +90 +19%
CWM
2705
Cherrydale Wealth Management
New Jersey
$245K +$2.01K +5 +0.9%
LB
2706
Legacy Bridge
Iowa
$245K – – –
CC
2707
Cannell & Co
New York
$245K – – –
GHAM
2708
Gilman Hill Asset Management
Connecticut
$245K – – –
EGWAG
2709
Elwood & Goetz Wealth Advisory Group
Georgia
$244K +$230K +573 New
TFA
2710
Trinity Financial Advisors
Ohio
$244K – – –
MIC
2711
Meridian Investment Counsel
California
$244K – – –
EL
2712
EWA LLC
Pennsylvania
$244K +$5.62K +14 +3%
TAM
2713
Titleist Asset Management
Texas
$243K -$19.7K -49 -8%
GC
2714
Gratus Capital
Georgia
$243K -$93.2K -232 -29%
AF
2715
Alerus Financial
North Dakota
$242K -$11.2K -28 -5%
AIM
2716
Arcadia Investment Management
Michigan
$242K – – –
BSHC
2717
Breed's Hill Capital
Massachusetts
$242K +$228K +567 New
GSIS
2718
Global Strategic Investment Solutions
Arizona
$241K -$12.9K -32 -5%
TA
2719
TFB Advisors
Kansas
$240K -$319K -794 -59%
PR
2720
Payden & Rygel
California
$239K – – –
BW
2721
BIP Wealth
Georgia
$239K +$225K +560 New
NAMP
2722
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$238K – – –
WPW
2723
Watershed Private Wealth
Illinois
$238K – – –
FFO
2724
Fortitude Family Office
Arizona
$238K +$225K +559 New
GA
2725
GoalVest Advisory
New York
$238K +$31.7K +79 +16%