Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2151
Venturi Wealth Management
Texas
$139K +$3.74K +219 +3%
GAA
2152
Global Assets Advisory
Florida
$138K +$135K +7,909 New
LTI
2153
Laffer Tengler Investments
Tennessee
$138K +$63.3K +3,709 +89%
FCT
2154
Family Capital Trust
Massachusetts
$137K – – –
PSB
2155
Piscataqua Savings Bank
New Hampshire
$136K +$700 +41 +0.5%
MCM
2156
Manchester Capital Management
Vermont
$136K -$7.36K -431 -5%
HFM
2157
Hartford Financial Management
Connecticut
$136K – – –
JAM
2158
JCIC Asset Management
Ontario, Canada
$135K – – –
MHR
2159
Matthew Hamilton Rosenberg
$132K +$3.45K +202 +3%
TFGT
2160
TS Financial Group (TSFG)
Illinois
$132K -$55.9K -3,276 -30%
NMM
2161
Naples Money Management
Florida
$130K -$273 -16 -0.2%
MMG
2162
Monetary Management Group
Missouri
$129K +$12K +700 +11%
CPR
2163
CSU Producer Resources
Ohio
$127K – – –
NCM
2164
Northwest Capital Management
Oregon
$124K – – –
PCMC
2165
Planning Capital Management Corporation
Pennsylvania
$122K +$1.33K +78 +1%
FMP
2166
Financial Management Professionals
Texas
$121K +$1.67K +98 +1%
AA
2167
Addison Advisors
Vermont
$121K -$5.89K -345 -5%
TIM
2168
Thompson Investment Management
Wisconsin
$120K – – –
QL
2169
Quarry LP
New York
$119K +$1.79K +105 +2%
FFWA
2170
FRG Family Wealth Advisors
Washington
$119K -$63.2K -3,700 -34%
VCM
2171
Versant Capital Management
Arizona
$118K +$5.7K +334 +5%
BWP
2172
Baldwin Wealth Partners
Massachusetts
$117K +$359 +21 +0.3%
HB
2173
Horizon Bancorp
Indiana
$116K -$37.3K -2,185 -25%
SIC
2174
SJS Investment Consulting
Ohio
$115K -$1.31K -77 -1%
AT
2175
Arlington Trust
Alabama
$114K -$2.6K -152 -2%