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Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
2226
First Business Financial Services
Wisconsin
$268K – – –
FMB
2227
Field & Main Bank
Kentucky
$268K +$268K +11,757 New
TSWM
2228
Triangle Securities Wealth Management
North Carolina
$267K -$319K -14,002 -54%
SWM
2229
Segment Wealth Management
Texas
$267K -$64.6K -2,838 -20%
BWM
2230
Baystate Wealth Management
Massachusetts
$267K -$39.3K -1,726 -13%
CA
2231
CapWealth Advisors
Tennessee
$267K – – –
VAM
2232
Verity Asset Management
North Carolina
$267K +$3.01K +132 +0.8%
CWA
2233
Capital Wealth Alliance
Arizona
$266K -$116K -5,095 -30%
WA
2234
Winfield Associates
Ohio
$266K +$265K +11,653 New
MFGP
2235
Marshall Financial Group (Pennsylvania)
Pennsylvania
$265K – – –
FWM
2236
Foresight Wealth Management
Utah
$265K +$32.2K +1,416 +14%
FMP
2237
Financial Management Professionals
Texas
$265K +$104K +4,574 +65%
AWMF
2238
Arbor Wealth Management (Florida)
Florida
$265K +$264K +11,598 New
BIA
2239
Bigelow Investment Advisors
Maine
$264K -$126K -5,535 -32%
AWM
2240
Altus Wealth Management
Kentucky
$264K – – –
NWA
2241
New World Advisors
Massachusetts
$264K – – –
PIG
2242
Pantheon Investment Group
California
$263K – – –
BA
2243
Ballew Advisors
Mississippi
$263K +$261K +11,474 New
EFL
2244
ERn Financial LLC
Wisconsin
$262K -$3.89K -171 -1%
BAAM
2245
Baker Avenue Asset Management
California
$262K +$47.9K +2,102 +22%
PFA
2246
Pure Financial Advisors
California
$261K -$44.9K -1,972 -15%
IDBONY
2247
Israel Discount Bank of New York
New York
$261K -$15K -660 -5%
IGGA
2248
Iron Gate Global Advisors
Utah
$261K +$41.9K +1,841 +19%
DCM
2249
Dimension Capital Management
Florida
$259K +$12.5K +550 +5%
FPCM
2250
Financial Partners Capital Management
New York
$259K +$258K +11,332 New