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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1226
Parkside Financial Bank & Trust
Missouri
$418K +$32.5K +132 +9%
CIA
1227
Choate Investment Advisors
Massachusetts
$418K +$29.6K +120 +8%
IWP
1228
Invenio Wealth Partners
Florida
$417K +$1.48K +6 +0.4%
RWPA
1229
Richard W. Paul & Associates
Michigan
$417K -$6.16K -25 -2%
BMCM
1230
Bryn Mawr Capital Management
Pennsylvania
$417K +$114K +464 +42%
RWB
1231
RMR Wealth Builders
New Jersey
$416K – – –
HFP
1232
Holistic Financial Partners
Indiana
$416K -$9.86K -40 -3%
BST
1233
Bath Savings Trust
Maine
$413K – – –
NL
1234
NWAM LLC
Washington
$410K -$141K -572 -27%
VWM
1235
Vigilare Wealth Management
Arizona
$410K – – –
CWA
1236
Canvas Wealth Advisors
Kansas
$409K -$31.8K -129 -8%
PGFC
1237
Peapack-Gladstone Financial Corp
New Jersey
$403K +$372K +1,510 New
ICM
1238
IMS Capital Management
Oregon
$400K +$7.15K +29 +2%
XWM
1239
Xcel Wealth Management
Florida
$400K – – –
RF
1240
Rossby Financial
Florida
$399K +$190K +769 +81%
SI
1241
Severin Investments
Missouri
$398K -$255K -1,036 -41%
SWA
1242
Stratos Wealth Advisors
Ohio
$397K -$63.8K -259 -15%
HPC
1243
HM Payson & Co
Maine
$395K +$46.6K +189 +15%
MP
1244
McDonald Partners
Ohio
$395K -$55.5K -225 -13%
CCIA
1245
Campbell & Co Investment Adviser
Maryland
$395K +$30.1K +122 +9%
RL
1246
Retireful LLC
Michigan
$393K +$366K +1,483 New
SIC
1247
Sterling Investment Counsel
New York
$393K +$46.8K +190 +15%
WA
1248
Wealth Alliance
New York
$392K -$48.1K -195 -12%
TCM
1249
Tributary Capital Management
Nebraska
$392K +$116K +470 +47%
DFG
1250
Delta Financial Group
New Jersey
$392K -$49.3K -200 -12%
48 49
50
51 52