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Name Holding Trade Value Shares
Change
Change in
Stake
T
1951
TOBAM
France
$162K -$59K -695 -27%
EI
1952
Ellevest Inc
New York
$161K +$9.01K +106 +6%
VC
1953
Vestor Capital
Illinois
$160K +$15.4K +181 +11%
UCB
1954
United Community Bank
South Carolina
$154K
CC
1955
Corsicana & Co
Texas
$151K
MWC
1956
MBM Wealth Consultants
Missouri
$151K
IAMOG
1957
Investors Asset Management of Georgia
Georgia
$149K
TFS
1958
TrustCore Financial Services
Tennessee
$148K -$51.9K -611 -26%
MTIC
1959
Missouri Trust & Investment Company
Missouri
$142K
VCM
1960
Versant Capital Management
Arizona
$142K
LTI
1961
Laffer Tengler Investments
Tennessee
$141K
EBA
1962
Eagle Bay Advisors
New York
$138K -$6.2K -73 -4%
MA
1963
MCF Advisors
Kentucky
$138K -$680 -8 -0.5%
CM
1964
Caption Management
Oklahoma
$138K +$139K +1,635 New
CCM
1965
Cribstone Capital Management
Maine
$137K -$179K -2,104 -56%
CAM
1966
CenterStar Asset Management
Illinois
$137K
ST
1967
Sageworth Trust
Pennsylvania
$137K
CA
1968
Crewe Advisors
Utah
$137K +$17.8K +209 +15%
SCM
1969
Silvant Capital Management
Georgia
$135K
SWM
1970
Selective Wealth Management
Virginia
$135K +$89.1K +1,049 +191%
KFP
1971
KB Financial Partners
New Jersey
$133K +$4.33K +51 +3%
HCP
1972
Hexagon Capital Partners
Arkansas
$131K -$2.21K -26 -2%
CWA
1973
Clearview Wealth Advisors
Oregon
$129K +$85 +1 +0.1%
CT
1974
Clearstead Trust
Maine
$128K
GCS
1975
Gordian Capital (Singapore)
Singapore
$128K