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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1701
Trust Company
Kansas
$281K +$17.8K +127 +7%
BMCM
1702
Bryn Mawr Capital Management
Pennsylvania
$280K – – –
SCA
1703
Sippican Capital Advisors
Massachusetts
$280K +$840 +6 +0.3%
HCM
1704
Hengehold Capital Management
Ohio
$279K +$13.3K +95 +5%
ACM
1705
AlphaStar Capital Management
North Carolina
$278K +$23.9K +171 +10%
EIG
1706
Ellenbecker Investment Group
Wisconsin
$278K +$42.6K +304 +19%
BFC
1707
Blue Fin Capital
Rhode Island
$278K +$264K +1,888 New
FFA
1708
Fragasso Financial Advisors
Pennsylvania
$277K +$1.12K +8 +0.4%
VWM
1709
Venturi Wealth Management
Texas
$277K +$3.64K +26 +1%
PWM
1710
PBMares Wealth Management
Virginia
$277K +$263K +1,879 New
WANY
1711
Wealthspire Advisors (New York)
New York
$276K +$44.4K +317 +20%
PAS
1712
Partnervest Advisory Services
California
$274K -$130K -930 -33%
PIM
1713
Provident Investment Management
Michigan
$273K – – –
CPA
1714
Court Place Advisors
Maryland
$273K +$2.52K +18 +1%
BFPW
1715
BOK Financial Private Wealth
Colorado
$273K +$7.98K +57 +3%
AIM
1716
Alhambra Investment Management
Florida
$273K +$259K +1,851 New
EWM
1717
Executive Wealth Management
Michigan
$272K +$420 +3 +0.2%
DA
1718
DSC Advisors
Illinois
$272K +$24.2K +173 +10%
FCFC
1719
First Commonwealth Financial Corp
Pennsylvania
$271K – – –
EDRH
1720
Edmond de Rothschild Holding
Switzerland
$270K -$660K -4,712 -72%
OCM
1721
Orleans Capital Management
Louisiana
$270K – – –
AA
1722
AF Advisors
California
$270K +$256K +1,831 New
BO
1723
BRR OpCo
Ohio
$269K -$69.3K -495 -21%
FPB
1724
First PREMIER Bank
South Dakota
$269K – – –
PFG
1725
PAX Financial Group
Texas
$268K +$282K +2,016 New