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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1101
Advantage Investment Management
Iowa
$36K – – –
ANBT
1102
American National Bank & Trust
Texas
$36K – – –
BCM
1103
Blume Capital Management
California
$32K -$9.94K -166 -25%
TFO
1104
Tarbox Family Office
California
$32K +$2.82K +47 +10%
GAM
1105
Gemmer Asset Management
California
$32K +$4.61K +77 +18%
AIM
1106
Arcadia Investment Management
Michigan
$28K -$34.4K -575 -57%
PFSC
1107
Peoples Financial Services Corp
Pennsylvania
$28K – – –
MWM
1108
MinichMacGregor Wealth Management
New York
$26K -$779 -13 -3%
DSN
1109
D. Scott Neal
Kentucky
$26K – – –
NCM
1110
Nelson Capital Management
California
$26K – – –
RIA
1111
RPG Investment Advisory
California
$26K +$419 +7 +2%
RPG
1112
Risk Paradigm Group
Texas
$25.6K +$24K +400 New
MRCM
1113
M&R Capital Management
New Jersey
$25K – – –
CWM
1114
Catamount Wealth Management
Connecticut
$25K +$2.1K +35 +10%
DAM
1115
Delta Asset Management
Tennessee
$22K – – –
EFSCE
1116
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$3.65K +61 +21%
BONST
1117
Bank of Nova Scotia Trust
Ontario, Canada
$22K +$20.4K +340 New
TWA
1118
TCI Wealth Advisors
Arizona
$21K – – –
CFD
1119
Creative Financial Designs
Indiana
$21K +$18K +300 +857%
CAW
1120
Cornerstone Advisors (Washington)
Washington
$18K – – –
CIM
1121
Contravisory Investment Management
Massachusetts
$18K +$16.8K +281 New
Carson Wealth (CWM LLC)
1122
Carson Wealth (CWM LLC)
Nebraska
$16K -$1.2K -20 -7%
DBT
1123
Dubuque Bank & Trust
Iowa
$15K -$120K -2,000 -90%
AC
1124
Alexandria Capital
Virginia
$14K – – –
WAP
1125
Wealthcare Advisory Partners
Pennsylvania
$14K +$13.5K +225 New