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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1676
Spinnaker Trust
Maine
$230K +$255K +6,130 New
SCM
1677
Stonebridge Capital Management
California
$228K
VLKIM
1678
Van Lanschot Kempen Investment Management
Netherlands
$228K +$416 +10 +0.2%
TFA
1679
Tobias Financial Advisors
Florida
$228K +$254K +6,090 New
SA
1680
Strategic Advisors
New York
$227K -$681K -16,360 -73%
ONB
1681
Old National Bancorp
Indiana
$227K +$17.9K +430 +8%
ETI
1682
Enterprise Trust & Investment
California
$226K
TFA
1683
Tranquilli Financial Advisor
New Jersey
$226K +$10.4K +250 +4%
RF
1684
Rollins Financial
Georgia
$225K -$48.3K -1,160 -16%
RCA
1685
Resonant Capital Advisors
Wisconsin
$225K -$5K -120 -2%
BWA
1686
Blodgett Wealth Advisors
California
$225K
WIC
1687
Whitegate Investment Counselors
New Hampshire
$225K
BFWA
1688
Benchmark Financial Wealth Advisors
Florida
$225K +$25K +600 +11%
MCM
1689
Manchester Capital Management
Vermont
$225K +$250K +6,000 +60,000%
TA
1690
TruWealth Advisors
Louisiana
$224K -$747K -17,940 -75%
WFS
1691
Widmann Financial Services
Maryland
$224K
PFM
1692
Parsec Financial Management
North Carolina
$223K +$3.75K +90 +2%
BFA
1693
Beacon Financial Advisory
Ohio
$223K +$16.2K +390 +7%
AC
1694
Apella Capital
Connecticut
$223K +$109K +2,630 +79%
LCM
1695
Landscape Capital Management
New Jersey
$222K
LB
1696
Leo Brokerage
Texas
$222K +$246K +5,910 New
TF
1697
Trek Financial
Arizona
$221K -$47.5K -1,140 -16%
PL
1698
Pluribus Labs
California
$221K +$74.1K +1,780 +43%
NCM
1699
Northwest Capital Management
Oregon
$221K +$246K +5,900 New
WF
1700
Welch & Forbes
Massachusetts
$220K -$1.25K -30 -0.5%