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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1701
Beaumont Financial Advisors
Massachusetts
$206K +$223K +1,390 New
B
1702
Barings
North Carolina
$205K -$122K -761 -36%
KNW
1703
Kesler Norman & Wride
Utah
$205K +$221K +1,383 New
HI
1704
Horizon Investments
North Carolina
$204K -$417K -2,605 -66%
WC
1705
Weil Company
California
$202K -$171K -1,068 -44%
CPA
1706
Cardiff Park Advisors
California
$202K +$218K +1,359 New
CAM
1707
Costello Asset Management
Pennsylvania
$201K -$36K -225 -14%
WPC
1708
Waters Parkerson & Co
Louisiana
$201K +$217K +1,353 New
AWA
1709
Acorn Wealth Advisors
Michigan
$201K +$217K +1,354 New
WCA
1710
Waypoint Capital Advisors
Minnesota
$201K +$217K +1,358 New
BC
1711
Barnett & Company
Tennessee
$200K +$216K +1,350 New
OC
1712
Oakworth Capital
Alabama
$198K +$29.8K +186 +16%
PMFA
1713
Plante Moran Financial Advisors
Michigan
$196K +$18.4K +115 +10%
NF
1714
Norwood Financial
Pennsylvania
$195K
PWMG
1715
Prestige Wealth Management Group
New Jersey
$195K +$28.8K +180 +16%
AA
1716
Alta Advisers
United Kingdom
$193K +$208K +1,300 New
AA
1717
Addison Advisors
Vermont
$189K +$63.2K +395 +45%
PSB
1718
Piscataqua Savings Bank
New Hampshire
$184K
LWP
1719
Lumature Wealth Partners
Georgia
$184K +$16.2K +101 +9%
UCB
1720
United Community Bank
South Carolina
$178K +$28.7K +179 +18%
TFS
1721
TrustCore Financial Services
Tennessee
$176K
BSB
1722
Bangor Savings Bank
Maine
$171K -$5.44K -34 -3%
EBA
1723
Eagle Bay Advisors
New York
$169K +$65.5K +409 +56%
GEA
1724
Glen Eagle Advisors
New Jersey
$162K
BCA
1725
Bray Capital Advisors
Florida
$159K