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Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1026
Quadrant Private Wealth Management
Pennsylvania
$208K -$130K -1,746 -41%
BMCM
1027
Bryn Mawr Capital Management
Pennsylvania
$208K +$188K +2,517 New
SMA
1028
Sage Mountain Advisors
Georgia
$207K +$187K +2,505 New
BEAM
1029
Baker Ellis Asset Management
Washington
$206K +$187K +2,500 New
AIA
1030
AIMZ Investment Advisors
California
$205K +$186K +2,488 New
HIG
1031
Heritage Investment Group
Florida
$205K +$186K +2,484 New
NERM
1032
New England Research & Management
Illinois
$204K +$185K +2,475 New
SAW
1033
Signal Advisors Wealth
Michigan
$204K +$185K +2,472 New
AWA
1034
Aaron Wealth Advisors
Illinois
$204K +$185K +2,470 New
SOW
1035
State of Wyoming
Wyoming
$203K +$184K +2,464 New
FFB
1036
First Financial Bankshares
Texas
$203K +$184K +2,460 New
KCM
1037
Kennedy Capital Management
Missouri
$203K +$184K +2,458 New
BDF
1038
Black Diamond Financial
Maryland
$201K +$182K +2,441 New
SMC
1039
Smith, Moore & Co
Missouri
$201K -$187K -2,507 -51%
CFS
1040
CRA Financial Services
New Jersey
$200K +$181K +2,428 New
First Manhattan
1041
First Manhattan
New York
$200K +$181K +2,426 New
AT
1042
Arlington Trust
Alabama
$195K -$12K -160 -6%
USB
1043
Union Savings Bank
Connecticut
$195K -$16.8K -225 -9%
SS
1044
Sunbelt Securities
Texas
$195K
IBOK
1045
Independence Bank of Kentucky
Kentucky
$194K
SIC
1046
Salem Investment Counselors
North Carolina
$194K
MPWT
1047
MassMutual Private Wealth & Trust
Connecticut
$193K +$12.3K +164 +8%
OA
1048
Operose Advisors
Wisconsin
$188K
GEA
1049
Glen Eagle Advisors
New Jersey
$188K
SWM
1050
Sugarloaf Wealth Management
Georgia
$183K