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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2101
Silvant Capital Management
Georgia
$157K – – –
LIA
2102
Luken Investment Analytics
Tennessee
$157K – – –
WOC
2103
West Oak Capital
California
$157K – – –
CWM
2104
Compass Wealth Management
Connecticut
$157K +$103 +1 +0.1%
SL
2105
Salomon & Ludwin
Virginia
$156K +$51.7K +500 +46%
OPTFSNA
2106
Old Point Trust & Financial Services N A
Virginia
$154K – – –
NCM
2107
Northwest Capital Management
Oregon
$154K +$31K +300 +24%
XC
2108
XY Capital
Hong Kong
$153K +$55.5K +537 +53%
WSCM
2109
Wellington Shields Capital Management
New York
$153K -$155K -1,500 -49%
BFPW
2110
BOK Financial Private Wealth
Colorado
$151K +$119K +1,150 +294%
RA
2111
Rise Advisors
New York
$151K +$2.07K +20 +1%
RF
2112
Rossby Financial
Florida
$149K -$47.6K -460 -21%
BHWM
2113
Beaird Harris Wealth Management
Texas
$144K +$1.24K +12 +0.8%
HCP
2114
Hexagon Capital Partners
Arkansas
$144K -$7.86K -76 -5%
GJIA
2115
Glass Jacobson Investment Advisors
Maryland
$142K – – –
Banque Transatlantique
2116
Banque Transatlantique
France
$142K – – –
WTFG
2117
Wood Tarver Financial Group
Idaho
$140K +$14.2K +137 +11%
BIM
2118
Breakwater Investment Management
Washington
$139K – – –
MTC
2119
Matrix Trust Company
Colorado
$135K +$32.6K +315 +30%
Compagnie Lombard Odier SCmA
2120
Compagnie Lombard Odier SCmA
Switzerland
$133K -$91.8K -888 -40%
CAM
2121
Costello Asset Management
Pennsylvania
$131K +$129K +1,245 +1,383%
WPWM
2122
Western Pacific Wealth Management
Illinois
$130K – – –
PC
2123
Promus Capital
Illinois
$128K -$1.45K -14 -1%
ATC
2124
Advantage Trust Company
Kansas
$127K – – –
WSC
2125
Wellington Shields & Co
New York
$124K – – –