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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1726
Baystate Wealth Management
Massachusetts
$464K
GIA
1727
GHP Investment Advisors
Colorado
$464K +$3.23K +23 +0.7%
RCM
1728
RNC Capital Management
California
$463K -$37.1K -264 -7%
DBT
1729
Dubuque Bank & Trust
Iowa
$461K +$22.8K +162 +5%
CC
1730
Centiva Capital
New York
$460K +$97K +690 +25%
WG
1731
Welch Group
Alabama
$458K -$35.6K -253 -7%
GL
1732
Graypoint LLC
New York
$458K
WAM
1733
Wallington Asset Management
Indiana
$458K
CBT
1734
Central Bank & Trust
Kentucky
$458K +$22.8K +162 +5%
SW
1735
SlateStone Wealth
Florida
$457K -$569K -4,051 -54%
WA
1736
Waverly Advisors
Alabama
$457K +$18K +128 +4%
CMA
1737
Cedar Mountain Advisors
Oregon
$456K
AAP
1738
Arax Advisory Partners
Colorado
$455K -$281 -2 -0.1%
CAM
1739
CenterStar Asset Management
Illinois
$455K
GIP
1740
Greatmark Investment Partners
Georgia
$454K +$59.7K +425 +14%
PCM
1741
Prelude Capital Management
New York
$453K +$474K +3,370 New
SPWM
1742
Schrum Private Wealth Management
Florida
$452K
SF
1743
Summit Financial
New Jersey
$450K +$92.2K +656 +24%
CCA
1744
Conestoga Capital Advisors
Pennsylvania
$449K
OWA
1745
One Wealth Advisors
California
$449K +$562 +4 +0.1%
CCA
1746
Childress Capital Advisors
Texas
$449K +$35.4K +252 +8%
GSIS
1747
Global Strategic Investment Solutions
Arizona
$448K -$67.9K -483 -13%
FFG
1748
Frisch Financial Group
New York
$447K +$5.62K +40 +1%
CFG
1749
CKW Financial Group
Hawaii
$446K +$104K +743 +29%
CNWM
1750
Clay Northam Wealth Management
California
$445K -$7.03K -50 -1%