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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1626
Financial Consulate
Maryland
$600K +$603K +21,241 New
GBT
1627
Grove Bank & Trust
Florida
$599K -$16.6K -583 -3%
BCP
1628
Berkeley Capital Partners
Georgia
$598K -$1.36M -47,769 -69%
MIC
1629
Means Investment Company
Maine
$596K +$1.05K +37 +0.2%
SFC
1630
SYM Financial Corp
Indiana
$595K -$142K -5,001 -19%
CP
1631
Castleview Partners
Texas
$595K +$48K +1,692 +9%
JTF
1632
J. Team Financial
Texas
$592K +$595K +20,947 New
TAM
1633
Titleist Asset Management
Texas
$592K -$74.4K -2,620 -11%
JLBC
1634
J.L. Bainbridge & Co
Florida
$591K -$8.97K -316 -1%
KPWG
1635
KFA Private Wealth Group
Virginia
$591K +$21K +739 +4%
SB
1636
Sunflower Bank
Texas
$590K +$10.1K +355 +2%
FAM
1637
Formidable Asset Management
Ohio
$589K -$2.64K -93 -0.5%
QIM
1638
Quest Investment Management
Oregon
$589K
ECM
1639
Eisler Capital Management
United Kingdom
$588K +$398K +14,011 +202%
TB
1640
Terril Brothers
Missouri
$586K +$3.83K +135 +0.7%
GWM
1641
Gibbs Wealth Management
Georgia
$585K -$127K -4,474 -18%
FPL
1642
Fortress Private Ledger
North Carolina
$583K +$20K +704 +4%
SIM
1643
Stratos Investment Management
Ohio
$581K -$27.5K -969 -4%
BC
1644
Broadwater Capital
Massachusetts
$580K
MCWA
1645
Meadow Creek Wealth Advisors
Georgia
$580K -$2.04K -72 -0.3%
IA
1646
Intellus Advisors
Florida
$579K -$2.84K -100 -0.5%
AAM
1647
Auxier Asset Management
Oregon
$578K -$15.6K -550 -3%
WA
1648
WBH Advisory
Maryland
$577K +$6.42K +226 +1%
FNT
1649
First Nebraska Trust
Nebraska
$576K
RIP
1650
Reliant Investment Partners
North Carolina
$576K +$426 +15 +0.1%