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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
1076
Westwood Holdings Group
Texas
$231K +$219K +2,701 New
SBSB
1077
Sullivan, Bruyette, Speros & Blaney
Virginia
$230K +$2.35K +29 +1%
PWMAG
1078
Pinnacle Wealth Management Advisory Group
New Jersey
$230K +$218K +2,686 New
SS
1079
Sunbelt Securities
Texas
$229K -$8.67K -107 -4%
LC
1080
Lavaca Capital
Texas
$229K -$7.94K -98 -4%
TCOT
1081
Trust Company of Toledo
Ohio
$229K
TFF
1082
The Family Firm
Maryland
$229K +$567 +7 +0.3%
BSB
1083
Bangor Savings Bank
Maine
$228K
CRC
1084
Curi RMB Capital
Illinois
$228K
PP
1085
PDT Partners
New York
$227K +$215K +2,648 New
JIP
1086
Jaffetilchin Investment Partners
Florida
$226K -$27K -333 -11%
SP
1087
Successful Portfolios
Florida
$226K -$16K -198 -7%
WI
1088
Wintrust Investments
Illinois
$226K -$15.2K -188 -7%
RGIA
1089
Rainier Group Investment Advisory
Washington
$226K -$3.4K -42 -2%
BJL
1090
Brighton Jones LLC
Washington
$226K
NA
1091
Navellier & Associates
Nevada
$225K -$61.6K -760 -22%
VFA
1092
Valeo Financial Advisors
Indiana
$225K -$32.4K -400 -13%
HFP
1093
Holistic Financial Partners
Indiana
$225K +$3.89K +48 +2%
JIP
1094
JBJ Investment Partners
South Carolina
$224K +$212K +2,623 New
AIM
1095
Arcadia Investment Management
Michigan
$222K
Lido Advisors
1096
Lido Advisors
California
$222K +$210K +2,590 New
BC
1097
Burleson & Co
California
$221K
TF
1098
TRH Financial
Iowa
$221K +$214K +2,640 New
AI
1099
Accredited Investors
Minnesota
$220K +$208K +2,572 New
IUHSA
1100
Itau Unibanco Holding S.A.
Brazil
$219K +$208K +2,566 New