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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1826
Stonehearth Capital Management
Massachusetts
$290K
AWM
1827
Avior Wealth Management
Nebraska
$283K -$9.66K -307 -3%
PWS
1828
Paragon Wealth Strategies
Florida
$283K +$284K +9,016 New
JMFC
1829
J.M. Forbes & Co
Massachusetts
$282K -$409 -13 -0.1%
IC
1830
InterOcean Capital
Illinois
$280K -$322K -10,224 -53%
FIB
1831
First Interstate Bank
Montana
$280K +$51.8K +1,645 +23%
PFO
1832
Pathstone Family Office
New Jersey
$279K -$144K -4,583 -34%
RCG
1833
Ruggie Capital Group
Florida
$278K +$279K +8,873 New
CFD
1834
Creative Financial Designs
Indiana
$276K -$64.6K -2,052 -19%
SHWM
1835
Smith & Howard Wealth Management
Georgia
$273K -$25.9K -823 -9%
CCM
1836
Canal Capital Management
Virginia
$272K +$273K +8,662 New
DLG
1837
Daniel L. Goodwin
$270K -$125K -3,972 -32%
CAM
1838
Chesapeake Asset Management
New York
$270K
CAM
1839
CMT Asset Management
Illinois
$270K +$271K +8,606 New
VNA
1840
VNBTrust National Association
Virginia
$267K -$80.1K -2,545 -23%
BWM
1841
Bernicke Wealth Management
Wisconsin
$265K +$265K +8,433 New
CL
1842
CIM LLC
New York
$263K -$16.6K -526 -6%
RT
1843
Reliance Trust
Georgia
$263K +$9.44K +300 +4%
RWA
1844
RGT Wealth Advisors
Texas
$262K -$89.3K -2,838 -25%
AAM
1845
Autus Asset Management
Arizona
$262K -$23.1K -733 -8%
GIP
1846
Granite Investment Partners
California
$261K -$1.23K -39 -0.5%
GA
1847
Gateway Advisory
New Jersey
$260K +$30.2K +959 +13%
AWM
1848
Altavista Wealth Management
North Carolina
$260K +$33.3K +1,057 +15%
HIIFS
1849
Harel Insurance Investments & Financial Services
Israel
$256K -$167K -5,303 -39%
AWMS
1850
Advocacy Wealth Management Services
Georgia
$256K -$6.96K -221 -3%