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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
1851
Boyd Watterson Asset Management
Ohio
$171K – – –
MIA
1852
MeadowBrook Investment Advisors
Michigan
$170K -$13.2K -90 -7%
ABWM
1853
Alpine Bank Wealth Management
Colorado
$164K +$165K +1,120 New
OAM
1854
Ostrum Asset Management
France
$163K -$4.26K -29 -3%
HC
1855
Hoese & Co
Minnesota
$162K – – –
PP
1856
Pingora Partners
Wyoming
$162K – – –
BIG
1857
Brooklyn Investment Group
New York
$160K +$79.6K +542 +99%
HFS
1858
Hopwood Financial Services
Virginia
$160K -$4.41K -30 -3%
FFO
1859
Fortitude Family Office
Arizona
$158K -$7.64K -52 -5%
CB
1860
Community Bank
New York
$154K -$40.1K -273 -21%
PMFA
1861
Plante Moran Financial Advisors
Michigan
$154K – – –
BHWM
1862
Beaird Harris Wealth Management
Texas
$150K – – –
AAG
1863
Armstrong Advisory Group
Massachusetts
$148K – – –
SA
1864
SRH Advisors
Kansas
$147K -$147K -1,000 -50%
BCM
1865
Blume Capital Management
California
$147K – – –
CWM
1866
Crowley Wealth Management
Delaware
$145K -$21.2K -144 -13%
Loomis, Sayles & Company
1867
Loomis, Sayles & Company
Massachusetts
$145K +$62.3K +424 +75%
AC
1868
AlphaCore Capital
California
$143K -$423K -2,879 -75%
NL
1869
NKCFO LLC
Illinois
$141K +$141K +960 New
EWM
1870
Evermay Wealth Management
Virginia
$140K -$22K -150 -14%
ECM
1871
Estabrook Capital Management
New York
$138K – – –
ITIM
1872
Indiana Trust & Investment Management
Indiana
$138K +$5.88K +40 +4%
MTC
1873
Matrix Trust Company
Colorado
$137K +$29.1K +198 +27%
FCAS
1874
First Command Advisory Services
Texas
$135K -$44.4K -302 -25%
UCB
1875
United Community Bank
South Carolina
$127K -$247K -1,684 -66%