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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
926
Magnolia Capital Management
New York
$198K
WHG
927
Westwood Holdings Group
Texas
$198K +$204K +1,500 New
HFM
928
Hartford Financial Management
Connecticut
$198K
KTC
929
Kistler-Tiffany Companies
Pennsylvania
$197K +$175K +1,289 +620%
BCA
930
Bray Capital Advisors
Florida
$192K +$272 +2 +0.1%
HT
931
Headlands Technologies
Illinois
$190K +$196K +1,440 New
USCWA
932
U.S. Capital Wealth Advisors
Texas
$189K +$195K +1,434 New
ETH
933
Exos TFP Holdings
New York
$179K -$14.9K -110 -7%
T
934
TOBAM
France
$179K
CT
935
Colonial Trust
South Carolina
$176K -$109K -800 -37%
AWM
936
Ameliora Wealth Management
Switzerland
$172K
CT
937
Cambridge Trust
Massachusetts
$171K -$31K -228 -15%
TFA
938
Transamerica Financial Advisors
Florida
$170K +$23.1K +170 +15%
C
939
Covestor
United Kingdom
$162K -$40.6K -299 -20%
BTI
940
Blue Trust Inc
Georgia
$162K +$100K +739 +95%
BBHC
941
Brown Brothers Harriman & Co
New York
$153K -$13.3K -98 -8%
CHA
942
Carmichael Hill & Associates
Maryland
$152K
SWA
943
SOA Wealth Advisors
New York
$151K +$544 +4 +0.4%
AI
944
AXS Investments
New York
$149K -$1.17M -8,640 -88%
SSG
945
Summit Securities Group
New York
$140K -$428K -3,150 -75%
AWM
946
Accel Wealth Management
Iowa
$133K -$116K -856 -46%
CL
947
CSS LLC
Illinois
$132K -$544K -4,000 -80%
MMG
948
Monetary Management Group
Missouri
$132K -$187K -1,375 -58%
ADL
949
Asset Dedication LLC
California
$131K
HCM
950
Hollencrest Capital Management
California
$130K +$134K +989 New