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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1101
Triangle Securities Wealth Management
North Carolina
$221K +$222K +2,265 New
VCM
1102
Versant Capital Management
Arizona
$220K +$222K +2,268 New
WRM
1103
Westport Resources Management
Connecticut
$219K +$29.4K +300 +15%
DBT
1104
Dubuque Bank & Trust
Iowa
$218K +$103K +1,056 +89%
IR
1105
Invictus RG
Bermuda
$216K +$217K +2,218 New
HCM
1106
Highbridge Capital Management
New York
$212K +$213K +2,180 New
GWM
1107
Gupta Wealth Management
California
$211K -$587 -6 -0.3%
BFG
1108
Bouchey Financial Group
New York
$210K
CPA
1109
Court Place Advisors
Maryland
$207K +$208K +2,127 New
WF
1110
Welch & Forbes
Massachusetts
$204K +$206K +2,099 New
SAMT
1111
Select Asset Management & Trust
Pennsylvania
$204K +$206K +2,100 New
DDC
1112
Daniel Devine & Co
Florida
$201K +$202K +2,065 New
SC
1113
Skylands Capital
Wisconsin
$200K
AFP
1114
Ausdal Financial Partners
Iowa
$193K +$194K +1,986 New
FHA
1115
First Horizon Advisors
Tennessee
$184K -$20.8K -212 -10%
EDRE
1116
Edmond de Rothschild (Europe)
Luxembourg
$182K
FIB
1117
First Interstate Bank
Montana
$177K -$381K -3,890 -68%
MWP
1118
MYCIO Wealth Partners
Pennsylvania
$175K +$55.9K +571 +46%
Loomis, Sayles & Company
1119
Loomis, Sayles & Company
Massachusetts
$170K -$8.7M -88,830 -98%
GWS
1120
Glassman Wealth Services
Virginia
$170K +$196 +2 +0.1%
HPBT
1121
High Point Bank & Trust
North Carolina
$169K -$11.8K -120 -6%
OC
1122
Oakworth Capital
Alabama
$167K +$152K +1,550 +957%
JWM
1123
Jacobus Wealth Management
Wisconsin
$163K -$33.8K -345 -17%
PSI
1124
Pinnacle Summer Investments
Virginia
$158K -$137K -1,397 -46%
BAM
1125
Brave Asset Management
New Jersey
$156K