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Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1801
Carl Stuart Investment Advisor
Texas
$200K – – –
AWM
1802
Angeles Wealth Management
California
$200K +$2.85K +26 +1%
TFA
1803
Transamerica Financial Advisors
Florida
$197K -$708K -6,453 -75%
AIM
1804
ARK Investment Management
Florida
$196K -$15K -137 -6%
CSB
1805
City State Bank
Iowa
$194K +$96.9K +883 +72%
GC
1806
Gibson Capital
Pennsylvania
$192K – – –
FCA
1807
FinTrust Capital Advisors
South Carolina
$191K +$10.6K +97 +5%
MSFP
1808
Mark Sheptoff Financial Planning
Connecticut
$181K -$197K -1,799 -48%
M
1809
MOTCO
Texas
$179K -$4.16M -37,894 -95%
AAP
1810
Arax Advisory Partners
Colorado
$179K +$125K +1,142 +144%
DCM
1811
Dupont Capital Management
Delaware
$175K -$33.6K -306 -14%
RA
1812
Rise Advisors
New York
$171K +$4.94K +45 +2%
CCM
1813
Copeland Capital Management
Pennsylvania
$166K – – –
BWA
1814
BDO Wealth Advisors
Florida
$165K – – –
FMB
1815
Field & Main Bank
Kentucky
$164K – – –
VC
1816
Vestor Capital
Illinois
$164K +$14.6K +133 +8%
PO
1817
Private Ocean
California
$162K +$4.61K +42 +2%
SC
1818
Steph & Co
Wisconsin
$160K – – –
KIG
1819
Kessler Investment Group
Indiana
$160K +$6.58K +60 +4%
MHR
1820
Matthew Hamilton Rosenberg
$158K +$11.4K +104 +6%
BCM
1821
Blume Capital Management
California
$155K – – –
GWA
1822
Gibson Wealth Advisors
Texas
$155K – – –
PA
1823
PSI Advisors
Florida
$155K – – –
AA
1824
Alta Advisers
United Kingdom
$155K +$184K +1,674 New
SWM
1825
Selective Wealth Management
Virginia
$149K – – –