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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1101
Montecito Bank & Trust
California
$223K +$225K +3,120 New
BFG
1102
Birch Financial Group
New Hampshire
$223K +$6.99K +97 +3%
SWA
1103
SFMG Wealth Advisors
Texas
$223K +$2.02K +28 +0.9%
WPW
1104
Warther Private Wealth
Ohio
$222K – – –
AWM
1105
Arista Wealth Management
Nevada
$221K -$3.6K -50 -2%
AP
1106
Appleton Partners
Massachusetts
$221K +$4.46K +62 +2%
SFI
1107
SPC Financial Inc
Maryland
$220K – – –
RC
1108
Roundview Capital
New Jersey
$219K -$4.82K -67 -2%
1SB
1109
1ST Source Bank
Indiana
$219K – – –
ABC
1110
Associated Banc-Corp
Wisconsin
$219K +$220K +3,057 New
EC
1111
EntryPoint Capital
New York
$218K +$219K +3,044 New
OPWM
1112
Oxinas Partners Wealth Management
Indiana
$217K – – –
NFP
1113
Narus Financial Partners
Utah
$217K +$218K +3,028 New
KF
1114
Krilogy Financial
Missouri
$216K +$209K +2,900 New
CWP
1115
CFM Wealth Partners
Texas
$216K – – –
Bank of Nova Scotia
1116
Bank of Nova Scotia
Ontario, Canada
$215K – – –
CIA
1117
Cascade Investment Advisors
Oregon
$215K – – –
SLAM
1118
Swiss Life Asset Management
$215K – – –
WI
1119
Wedgewood Investors
Pennsylvania
$215K – – –
DF
1120
Dunhill Financial
United Kingdom
$214K +$181K +2,519 +530%
MMPW
1121
Mitchell McLeod Pugh & Williams
Alabama
$214K -$7.13K -99 -3%
CWA
1122
Choice Wealth Advisors
Maine
$213K – – –
DSC
1123
Duncker Streett & Co
Missouri
$212K +$648 +9 +0.3%
SBWIC
1124
Schaper Benz & Wise Investment Counsel
Wisconsin
$212K – – –
AC
1125
Addison Capital
Pennsylvania
$212K +$288 +4 +0.1%