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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$466K +$373K +4,500 New
CSB
502
City State Bank
Iowa
$463K -$14.8K -178 -4%
HCM
503
Howland Capital Management
Massachusetts
$453K – – –
VWA
504
V Wealth Advisors
Kansas
$452K +$53K +640 +17%
WTC
505
WhitTier Trust Company
Nevada
$450K +$326K +3,938 +1,015%
WSTAM
506
Wilbanks Smith & Thomas Asset Management
Virginia
$449K +$352K +4,248 New
Cetera Investment Advisers
507
Cetera Investment Advisers
Illinois
$448K -$8.2K -99 -2%
FFM
508
Forum Financial Management
Illinois
$442K – – –
SS
509
Simplicity Solutions
Minnesota
$434K -$535K -6,451 -61%
CAM
510
Cubic Asset Management
Massachusetts
$432K – – –
SIA
511
Schechter Investment Advisors
Michigan
$429K +$61.9K +747 +22%
AWM
512
Altium Wealth Management
New York
$428K +$1.49K +18 +0.4%
ACS
513
Archford Capital Strategies
Illinois
$426K +$15.2K +183 +5%
A
514
Astrantus
Cyprus
$426K +$340K +4,100 New
AP
515
Advisor Partners
California
$425K +$83 +1 +0%
RFO
516
RiverGlades Family Offices
Florida
$416K – – –
PAA
517
Peregrine Asset Advisers
Oregon
$416K +$331K +4,000 New
BBL
518
Beck Bode LLC
Massachusetts
$411K +$328K +3,956 New
CWA
519
Carolina Wealth Advisors
South Carolina
$410K +$78.7K +950 +32%
HC
520
Henshaw Capital
Massachusetts
$410K -$307K -3,700 -48%
DCM
521
Deuterium Capital Management
Florida
$407K -$53.5K -646 -15%
QCG
522
Quadrant Capital Group
Ohio
$399K +$35K +422 +12%
DI
523
Diligent Investors
California
$396K -$9.94K -120 -3%
PF
524
Phoenix Financial
Israel
$395K -$6.32M -76,295 -95%
KFGK
525
Keystone Financial Group (Kentucky)
Kentucky
$394K -$136K -1,636 -30%