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Name Holding Trade Value Shares
Change
Change in
Stake
FPC
1851
Falcon Point Capital
California
$212K +$208K +1,401 New
SFSG
1852
Stearns Financial Services Group
North Carolina
$212K +$209K +1,404 New
ST
1853
Spinnaker Trust
Maine
$211K +$208K +1,397 New
ZB
1854
Zions Bancorporation
Utah
$205K -$38.2K -257 -16%
WIC
1855
Whitegate Investment Counselors
New Hampshire
$205K -$33.5K -225 -14%
IF
1856
IRON Financial
Illinois
$205K +$201K +1,355 New
OWM
1857
Orgel Wealth Management
Wisconsin
$204K -$23.2K -156 -10%
CIAS
1858
Capital Investment Advisory Services
North Carolina
$204K +$201K +1,350 New
HL
1859
HeadInvest LLC
Maine
$202K +$199K +1,339 New
SC
1860
SouthState Corp
Florida
$201K -$64.8K -436 -25%
OWP
1861
Obermeyer Wealth Partners
Colorado
$201K +$198K +1,332 New
VAM
1862
Visionary Asset Management
Texas
$200K +$197K +1,322 New
SCM
1863
Stonebridge Capital Management
California
$199K +$197K +1,323 New
GBBWRPM
1864
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$198K +$19.8K +133 +11%
CCMW
1865
Cypress Capital Management (Wyoming)
Wyoming
$196K
OC
1866
Oakworth Capital
Alabama
$193K -$3.57K -24 -2%
CP
1867
Corbenic Partners
Pennsylvania
$185K +$33.5K +225 +23%
RWG
1868
Regal Wealth Group
California
$180K +$6.25K +42 +4%
HCA
1869
Heck Capital Advisors
Wisconsin
$175K -$13.1K -88 -7%
CAL
1870
Capital Advisors Ltd
Ohio
$172K
LWM
1871
Lenox Wealth Management
Ohio
$172K +$14.6K +98 +9%
OTC
1872
Opera Trading Capital
France
$171K -$293K -1,973 -63%
WC
1873
Whitnell & Co
Illinois
$165K
AIP
1874
Almanack Investment Partners
Pennsylvania
$165K +$163K +1,096 New
OHS
1875
Odey Holdings (Switzerland)
Switzerland
$160K +$8.03K +54 +5%