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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1451
Bison Wealth
Georgia
$208K -$58.8K -820 -21%
GLI
1452
Guardian Life Insurance
New York
$207K -$161K -2,242 -42%
PWMAG
1453
Pinnacle Wealth Management Advisory Group
New Jersey
$207K -$33.6K -469 -13%
SBWM
1454
Sunflower Bank Wealth Management
Arizona
$207K -$21.5K -300 -9%
CIC
1455
Chase Investment Counsel
Virginia
$207K
FM
1456
Foster & Motley
Ohio
$206K
TF
1457
Tompkins Financial
New York
$206K +$8.96K +125 +4%
ACA
1458
Anchor Capital Advisors
Massachusetts
$205K -$77.4K -1,080 -26%
SFG
1459
SNS Financial Group
Minnesota
$205K -$7.02K -98 -3%
RFM
1460
Royal Fund Management
Florida
$205K +$28.7K +400 +15%
DTL
1461
Dynamic Technology Lab
Singapore
$204K -$145K -2,030 -40%
ADL
1462
Asset Dedication LLC
California
$204K -$67.7K -945 -23%
WA
1463
Wheatland Advisors
Pennsylvania
$204K -$35.8K -500 -14%
HJA
1464
Hugh Johnson Advisors
New York
$204K +$72 +1 +0%
HIM
1465
Hermes Investment Management
United Kingdom
$204K +$222K +3,100 New
VCM
1466
Versant Capital Management
Arizona
$203K -$75.7K -1,056 -25%
CAM
1467
Cypress Asset Management
Texas
$203K +$221K +3,085 New
NFG
1468
Next Financial Group
Texas
$201K +$75.4K +1,052 +53%
BWM
1469
BigSur Wealth Management
Florida
$200K
PFBT
1470
Parkside Financial Bank & Trust
Missouri
$200K +$3.73K +52 +2%
RA
1471
Rational Advisors
New York
$198K +$215K +3,000 New
AIM
1472
Advantage Investment Management
Iowa
$195K +$109K +1,522 +105%
CBT
1473
Central Bank & Trust
Kentucky
$192K -$42.1K -587 -17%
SIA
1474
SeaBridge Investment Advisors
New Jersey
$188K
SA
1475
SpiderRock Advisors
Delaware
$183K