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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
951
Cooper Financial Group
California
$209K -$50.2K -910 -20%
SBWIC
952
Schaper Benz & Wise Investment Counsel
Wisconsin
$209K +$202K +3,665 New
RWB
953
RMR Wealth Builders
New Jersey
$207K +$201K +3,638 New
DA
954
Doliver Advisors
Texas
$206K +$200K +3,625 New
RIM
955
Regent Investment Management
Kentucky
$205K +$198K +3,597 New
FMP
956
Financial Management Professionals
Texas
$204K -$46K -835 -19%
IFWM
957
Institute for Wealth Management
Colorado
$204K +$197K +3,580 New
DAM
958
Delta Asset Management
Tennessee
$203K +$197K +3,570 New
QPWM
959
Quadrant Private Wealth Management
Pennsylvania
$202K +$196K +3,553 New
SI
960
Sprott Inc
Ontario, Canada
$202K +$196K +3,550 New
TCM
961
Tufton Capital Management
Maryland
$202K +$195K +3,545 New
FWM
962
FMB Wealth Management
California
$201K +$195K +3,536 New
MBTD
963
Mechanics Bank - Trust Department
California
$201K +$194K +3,524 New
WAM
964
Weinberger Asset Management
California
$201K +$194K +3,521 New
Jones Financial Companies
965
Jones Financial Companies
Missouri
$200K +$14.6K +265 +8%
TAM
966
Tucker Asset Management
Colorado
$195K +$11.6K +210 +6%
GRP
967
Global Retirement Partners
California
$193K -$27.8K -505 -13%
SCA
968
Stonebridge Capital Advisors
Minnesota
$192K
TFS
969
TrustCore Financial Services
Tennessee
$191K
HS
970
Horan Securities
United States
$186K -$2.87K -52 -2%
PFSC
971
Peoples Financial Services Corp
Pennsylvania
$185K
TF
972
Tompkins Financial
New York
$184K
GWS
973
Glassman Wealth Services
Virginia
$181K -$3.42K -62 -2%
RFG
974
RFP Financial Group
Georgia
$181K +$175K +3,180 New
HIA
975
Harbor Investment Advisory
Maryland
$177K -$46.1K -836 -21%