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Name Holding Trade Value Shares
Change
Change in
Stake
NSB
2126
Norway Savings Bank
Maine
$371K +$2.22K +27 +0.6%
WWM
2127
Willingdon Wealth Management
North Carolina
$370K +$7.88K +96 +2%
KCM
2128
Kendall Capital Management
Maryland
$370K +$40K +487 +13%
DIA
2129
Davidson Investment Advisors
Montana
$369K +$26.2K +319 +8%
CCM
2130
Carlson Capital Management
Minnesota
$368K +$1.31K +16 +0.4%
CCM
2131
Compass Capital Management
Minnesota
$367K +$124K +1,509 +55%
IIM
2132
Ironwood Investment Management
Massachusetts
$366K -$30.1K -367 -8%
AAS
2133
Annex Advisory Services
Wisconsin
$366K +$33.3K +405 +11%
SMFG
2134
Sumitomo Mitsui Financial Group
Japan
$366K +$344K +4,192 New
CWM
2135
Connecticut Wealth Management
Connecticut
$365K -$34.7K -422 -9%
WCM
2136
Wisconsin Capital Management
Wisconsin
$364K – – –
GFS
2137
GYL Financial Synergies
Connecticut
$363K -$63.7K -776 -16%
AWM
2138
Alterna Wealth Management
Texas
$363K +$35.6K +434 +12%
LWANC
2139
Laurel Wealth Advisors (North Carolina)
North Carolina
$362K -$14.9K -181 -4%
PIA
2140
Powell Investment Advisors
Florida
$362K +$340K +4,140 New
DBT
2141
Dubuque Bank & Trust
Iowa
$360K +$11.3K +137 +3%
SIA
2142
Strategic Investment Advisors
Michigan
$360K +$29.7K +362 +10%
RSS
2143
Rosenblum Silverman Sutton
California
$359K -$5.5K -67 -2%
PWA
2144
Physician Wealth Advisors
Utah
$359K -$5.42K -66 -2%
BWA
2145
Burt Wealth Advisors
Maryland
$359K – – –
RI
2146
Ridgewood Investments
New Jersey
$359K – – –
SNBOSCI
2147
Security National Bank of Sioux City Iowa
Iowa
$359K +$13.4K +163 +4%
AC
2148
Avestar Capital
New York
$356K +$26.9K +327 +9%
GLA
2149
Good Life Advisors
Pennsylvania
$355K -$1.15K -14 -0.3%
CFO
2150
CVA Family Office
Colorado
$354K +$335K +4,078 New