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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1751
Wambolt & Associates
Colorado
$262K -$262K -2,951 -49%
MIM
1752
Merrion Investment Management
New Jersey
$262K
SLG
1753
Stanley-Laman Group
Pennsylvania
$262K +$270K +3,042 New
TCBWMS
1754
Texas Capital Bank Wealth Management Services
Texas
$262K +$270K +3,049 New
ARMT
1755
Amica Retiree Medical Trust
Rhode Island
$261K
ACG
1756
Allen Capital Group
Nebraska
$261K +$7.09K +80 +3%
LPT
1757
Legacy Private Trust
Wisconsin
$260K -$446K -5,025 -62%
FCA
1758
FLC Capital Advisors
California
$259K
ONSWM
1759
Old North State Wealth Management
North Carolina
$259K +$266K +3,004 New
LFM
1760
Lumina Fund Management
New York
$258K
S
1761
swisspartners
Liechtenstein
$258K
WIC
1762
Water Island Capital
New York
$258K +$265K +2,994 New
CM
1763
Crestline Management
Texas
$258K +$266K +3,000 New
FMTC
1764
Farmers & Merchants Trust Company
California
$256K -$35.5K -400 -12%
AIC
1765
Archer Investment Corporation
Indiana
$256K -$124K -1,400 -32%
PWW
1766
Pettyjohn Wood & White
Virginia
$255K
HFG
1767
Heron Financial Group
New York
$254K +$6.65K +75 +3%
BCM
1768
Bienville Capital Management
New York
$253K -$140K -1,579 -35%
NEWAS
1769
N.E.W. Advisory Services
Wisconsin
$251K +$259K +2,918 New
RFN
1770
RDA Financial Network
Iowa
$251K +$259K +2,920 New
NWA
1771
New World Advisors
Massachusetts
$250K +$257K +2,902 New
PWM
1772
Prentice Wealth Management
New York
$247K -$9.58K -108 -4%
BC
1773
Burney Company
Virginia
$246K +$253K +2,853 New
BBW
1774
Blue Barn Wealth
Utah
$246K +$253K +2,855 New
OFG
1775
Oxford Financial Group
Indiana
$245K -$71.1K -802 -22%