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Name Holding Trade Value Shares
Change
Change in
Stake
BSB
1801
Bangor Savings Bank
Maine
$705K -$79.7K -970 -11%
GC
1802
Gratus Capital
Georgia
$705K -$2.88K -35 -0.4%
LSPW
1803
Lake Street Private Wealth
Illinois
$703K +$100K +1,218 +18%
SCA
1804
STALEY CAPITAL ADVISERS
Pennsylvania
$701K
SWA
1805
Stratos Wealth Advisors
Ohio
$699K -$666K -8,114 -50%
LIM
1806
Lathrop Investment Management
Arkansas
$698K
MPW
1807
Monterey Private Wealth
California
$698K +$660K +8,041 New
FHC
1808
First Heartland Consultants
Missouri
$695K +$11.1K +135 +2%
DBRC
1809
D.B. Root & Company
Pennsylvania
$695K +$14.9K +182 +2%
SMC
1810
Smith, Moore & Co
Missouri
$694K -$225K -2,737 -25%
WAS
1811
Wealth Advisory Solutions
Indiana
$693K +$656K +7,987 New
SIG
1812
Sargent Investment Group
Maryland
$692K +$54.3K +661 +9%
GEA
1813
Glen Eagle Advisors
New Jersey
$690K +$25.5K +310 +4%
SP
1814
Successful Portfolios
Florida
$689K
PNAA
1815
Pictet North America Advisors
Switzerland
$688K -$26.9K -327 -4%
IP
1816
Investment Partners
Ohio
$688K -$8.62K -105 -1%
GCAC
1817
Guardian Capital Advisors (Canada)
Ontario, Canada
$687K -$1.73K -21 -0.3%
TWP
1818
Tempus Wealth Planning
California
$686K +$649K +7,904 New
ACA
1819
Aptus Capital Advisors
Alabama
$683K +$337K +4,103 +109%
GLI
1820
Guardian Life Insurance
New York
$682K
CAS
1821
Cascadia Advisory Services
Oregon
$681K +$645K +7,852 New
SMH
1822
Sanders Morris Harris
Texas
$680K +$47K +572 +8%
RHJA
1823
Rice Hall James & Associates
California
$679K -$52.3K -637 -8%
SCI
1824
Stableford Capital II
Arizona
$677K -$986 -12 -0.2%
PBO
1825
Peoples Bank (Ohio)
Ohio
$677K +$1.4K +17 +0.2%