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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2101
MBE Wealth Management
Wisconsin
$402K
RWM
2102
Reston Wealth Management
Virginia
$402K
SC
2103
Solstein Capital
California
$401K +$84K +5,240 +35%
CA
2104
Cullinan Associates
Kentucky
$400K -$1.28M -80,000 -80%
GC
2105
Grace Capital
Massachusetts
$400K -$385K -24,000 -55%
GSBTD
2106
Glenview State Bank Trust Department
Illinois
$400K -$64.8K -4,040 -17%
BHIA
2107
Birch Hill Investment Advisors
Massachusetts
$400K -$25.6K -1,600 -7%
CFC
2108
Coyle Financial Counsel
Illinois
$400K
PBF
2109
Petix & Botte Financial
California
$400K
RFP
2110
Roth Financial Partners
Texas
$400K
LWA
2111
Lineweaver Wealth Advisors
Ohio
$400K +$18.6K +1,160 +6%
DWM
2112
Dorchester Wealth Management
Quebec, Canada
$400K +$321K +20,000 New
VCM
2113
Vivaldi Capital Management
Illinois
$399K +$932K +58,120 +277%
MFW
2114
Mosaic Family Wealth
Missouri
$396K +$64.1K +4,000 +25%
CNBT
2115
Cornerstone National Bank & Trust
Illinois
$394K
WAM
2116
WNY Asset Management
New York
$394K +$12.8K +800 +4%
LNB
2117
Ledyard National Bank
$392K
SA
2118
Shilanski & Associates
Alaska
$391K
MTC
2119
McDaniel Terry & Co
Texas
$390K -$18K -1,120 -5%
Cohen & Steers
2120
Cohen & Steers
New York
$390K +$36.5K +2,280 +13%
HWM
2121
Hemington Wealth Management
Virginia
$388K -$12.2K -760 -4%
AR
2122
Advisory Research
Illinois
$388K +$10.3K +640 +3%
GC
2123
Garde Capital
Washington
$387K +$82.1K +5,120 +36%
LNWTC
2124
Laird Norton Wetherby Trust Company
Washington
$387K +$310K +19,360 New
CC
2125
Cipher Capital
New York
$384K -$3.6M -224,600 -92%