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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1051
Atlantic Private Wealth
North Carolina
$36K – – –
BFPW
1052
BOK Financial Private Wealth
Colorado
$36K – – –
MA
1053
Montag & Associates
Georgia
$35.8K -$3.5K -21 -10%
BCWM
1054
Bartlett & Co Wealth Management
Ohio
$35.7K -$66.7K -400 -67%
BIA
1055
Bell Investment Advisors
California
$35.7K +$8.01K +48 +32%
GKIM
1056
GW&K Investment Management
Massachusetts
$35K +$3.17K +19 +11%
ANBT
1057
American National Bank & Trust
Texas
$33.5K +$3K +18 +11%
BWL
1058
Bogart Wealth LLC
Virginia
$33.5K +$501 +3 +2%
CSP
1059
Cary Street Partners
Virginia
$33.3K – – –
PWA
1060
Physician Wealth Advisors
Utah
$33.3K +$6.01K +36 +24%
VEA
1061
Virtus ETF Advisers
New York
$32.4K +$30K +180 New
SGK
1062
Steigerwald Gordon & Koch
Virginia
$32.2K +$7.68K +46 +35%
CHC
1063
City Holding Co
West Virginia
$31.9K +$27K +162 +1,080%
FAMI
1064
Fideuram Asset Management (Ireland)
$31.7K +$35.2K +211 New
BA
1065
Bard Associates
Illinois
$30.9K +$28.7K +172 New
MHR
1066
Matthew Hamilton Rosenberg
$30.1K – – –
CCA
1067
Catalyst Capital Advisors
New York
$29.4K +$834 +5 +3%
SIC
1068
SJS Investment Consulting
Ohio
$29.2K +$23K +138 +575%
CT
1069
Colonial Trust
South Carolina
$28.9K -$4.67K -28 -15%
CT
1070
Clearstead Trust
Maine
$28.5K -$5.84K -35 -18%
WWA
1071
Wealth Watch Advisors
Colorado
$28.1K +$1.5K +9 +6%
CAC
1072
Core Alternative Capital
Georgia
$27K -$12.5K -75 -33%
PSB
1073
Piscataqua Savings Bank
New Hampshire
$27K -$10K -60 -29%
PWAM
1074
Private Wealth Asset Management
Iowa
$27K – – –
T
1075
TOBAM
France
$26K – – –