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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1801
Berkshire Bank
Massachusetts
$312K
SWM
1802
Selective Wealth Management
Virginia
$312K -$47.3K -2,377 -14%
SKK
1803
Shepherd Kaplan Krochuk
Massachusetts
$310K
TFG
1804
Tilson Financial Group
New Jersey
$307K +$278K +13,952 New
CW
1805
Channel Wealth
California
$306K -$28.7K -1,443 -9%
CAM
1806
Costello Asset Management
Pennsylvania
$306K -$42.2K -2,123 -13%
M
1807
MOTCO
Texas
$306K -$7.96K -400 -3%
IP
1808
Intellectus Partners
California
$305K -$14.8K -746 -5%
CWP
1809
CFM Wealth Partners
Texas
$305K -$124K -6,207 -31%
CSI
1810
Cross Staff Investments
New York
$303K +$20 +1 +0%
QC
1811
Quent Capital
New York
$303K -$55.4K -2,782 -17%
ARC
1812
Advisor Resource Council
Texas
$303K +$274K +13,756 New
HIA
1813
Harbor Investment Advisory
Maryland
$302K +$58.3K +2,932 +27%
CCA
1814
Cobblestone Capital Advisors
New York
$302K +$2.45K +123 +0.9%
OHWP
1815
Oak Harbor Wealth Partners
North Carolina
$301K -$338 -17 -0.1%
REMPR
1816
Roof Eidam Maycock Peralta (REMP)
California
$300K +$271K +13,615 New
NECFA
1817
New England Capital Financial Advisors
Connecticut
$298K -$29.1K -1,461 -10%
AFGAS
1818
Allegiance Financial Group Advisory Services
Virginia
$298K +$269K +13,537 New
MPI
1819
Mairs & Power Inc
Minnesota
$298K -$99.5K -5,000 -27%
CPA
1820
Cardiff Park Advisors
California
$298K +$57.7K +2,898 +27%
SRC
1821
Sage Rhino Capital
California
$297K +$895 +45 +0.3%
HNB
1822
Hilltop National Bank
Wyoming
$297K -$18.3K -920 -6%
RTC
1823
Riverview Trust Company
Washington
$297K +$2.51K +126 +0.9%
LSA
1824
Lion Street Advisors
Texas
$295K +$1.17K +59 +0.4%
WWG
1825
West Wealth Group
California
$295K +$1.01K +51 +0.4%