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Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1601
Heartland Bank & Trust
Illinois
$654K -$67.7K -2,456 -10%
ATC
1602
Adirondack Trust Company
New York
$653K -$48.3K -1,752 -7%
GWM
1603
Gitterman Wealth Management
New Jersey
$653K +$230K +8,364 +59%
VWM
1604
Venturi Wealth Management
Texas
$653K +$104K +3,787 +20%
Carnegie Investment Counsel
1605
Carnegie Investment Counsel
Ohio
$653K +$31.8K +1,153 +5%
CAWM
1606
Capital Advisors Wealth Management
Washington
$652K +$6.64K +241 +1%
PSP
1607
Pacific Sage Partners
Washington
$652K +$193 +7 +0%
BGAI
1608
Bruce G. Allen Investments
Colorado
$652K -$36.6K -1,328 -6%
S
1609
SimplyRich
California
$649K – – –
PFSC
1610
Peoples Financial Services Corp
Pennsylvania
$648K +$27.6K +1,000 +5%
Oversea-Chinese Banking Corp (OCBC)
1611
Oversea-Chinese Banking Corp (OCBC)
Singapore
$647K -$455K -16,517 -42%
ONST
1612
Old North State Trust
North Carolina
$647K +$220 +8 +0%
CH
1613
Cromwell Holdings
Wyoming
$646K – – –
HWM
1614
Hohimer Wealth Management
Washington
$644K – – –
TC
1615
Trilogy Capital
California
$643K +$283K +10,284 +86%
SWA
1616
SFMG Wealth Advisors
Texas
$643K -$57.5K -2,086 -9%
MCWA
1617
Meadow Creek Wealth Advisors
Georgia
$643K +$23.5K +853 +4%
BIA
1618
Beacon Investment Advisors
Maryland
$642K +$2.92K +106 +0.5%
LF
1619
LifePlan Financial
Minnesota
$642K -$13K -470 -2%
CFMC
1620
Curbstone Financial Management Corp
New Hampshire
$642K -$147K -5,328 -19%
RiverFront Investment Group
1621
RiverFront Investment Group
Virginia
$641K +$53.8K +1,953 +10%
UWS
1622
Unique Wealth Strategies
Illinois
$639K -$61.6K -2,235 -9%
Dana Investment Advisors
1623
Dana Investment Advisors
Wisconsin
$639K +$367K +13,308 +152%
FWA
1624
FSM Wealth Advisors
Ohio
$638K +$214K +7,748 +53%
UAS
1625
United Asset Strategies
New York
$638K -$12.5K -453 -2%