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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1726
Bogart Wealth LLC
Virginia
$102K +$12.1K +77 +13%
EBA
1727
Eagle Bay Advisors
New York
$102K -$45.8K -291 -30%
SL
1728
Salomon & Ludwin
Virginia
$100K +$1.89K +12 +2%
BTC
1729
Bank & Trust Company
Illinois
$100K +$106K +676 New
UIA
1730
Ulland Investment Advisors
Minnesota
$100K – – –
JSAM
1731
J. Safra Asset Management
New York
$99.9K +$69.4K +441 +188%
VWM
1732
Venturi Wealth Management
Texas
$98.2K -$3.62K -23 -3%
CT
1733
Clearstead Trust
Maine
$98.2K +$26.7K +170 +34%
VC
1734
Vestor Capital
Illinois
$98K – – –
FFO
1735
Fortitude Family Office
Arizona
$97.7K +$24.5K +156 +31%
TCM
1736
TD Capital Management
Tennessee
$97.7K +$157 +1 +0.2%
CA
1737
Crewe Advisors
Utah
$97.3K +$12.1K +77 +13%
GJWM
1738
Gilliland Jeter Wealth Management
Arkansas
$93.4K – – –
FUBT
1739
First United Bank & Trust
Maryland
$92.7K – – –
TCM
1740
Tributary Capital Management
Nebraska
$92.1K -$4.56K -29 -4%
GJIA
1741
Glass Jacobson Investment Advisors
Maryland
$88.1K – – –
ST
1742
Smithfield Trust
Pennsylvania
$87K -$8.18K -52 -8%
GCM
1743
Gables Capital Management
Florida
$86.6K -$78.7K -500 -46%
CFFP
1744
Center for Financial Planning
Michigan
$86.3K – – –
JWM
1745
Janiczek Wealth Management
Colorado
$80.1K +$10.4K +66 +14%
HEIP
1746
Hudson Edge Investment Partners
New Jersey
$79.8K +$84.8K +539 New
Loomis, Sayles & Company
1747
Loomis, Sayles & Company
Massachusetts
$79K -$4.41K -28 -5%
T
1748
TOBAM
France
$79K +$83.5K +531 New
TFF
1749
The Family Firm
Maryland
$78.8K +$83.7K +532 New
TCA
1750
Trifecta Capital Advisors
Illinois
$76.7K -$925K -5,880 -92%