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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
1226
Trust Company of Toledo
Ohio
$383K +$82.3K +337 +27%
BMCM
1227
Bryn Mawr Capital Management
Pennsylvania
$381K +$9.28K +38 +2%
RIP
1228
RAM Investment Partners
Washington
$381K -$3.42K -14 -0.9%
SW
1229
SVB Wealth
Massachusetts
$381K +$390K +1,598 New
CF
1230
Convergence Financial
Missouri
$381K +$137K +561 +54%
MC
1231
Machina Capital
France
$380K +$389K +1,594 New
FCMA
1232
Foresight Capital Management Advisors
Michigan
$379K +$2.93K +12 +0.8%
PCI
1233
Planning Center Inc
Illinois
$377K – – –
WFA
1234
Wellspring Financial Advisors
Ohio
$377K +$386K +1,582 New
B
1235
Bellecapital
Switzerland
$377K – – –
CAU
1236
Caxton Associates (UK)
$375K -$26.3M -107,700 -99%
DWM
1237
Darwin Wealth Management
Florida
$375K -$2.05M -8,401 -84%
WLPWM
1238
Walled Lake Planning & Wealth Management
Illinois
$374K -$6.84K -28 -2%
EWM
1239
Evermay Wealth Management
Virginia
$374K +$37.6K +154 +11%
CIA
1240
Choate Investment Advisors
Massachusetts
$373K -$488 -2 -0.1%
RG
1241
Renaissance Group
Kentucky
$372K -$55.2K -226 -13%
RWPA
1242
Richard W. Paul & Associates
Michigan
$372K -$244 -1 -0.1%
BBA
1243
Baader Bank Aktiengesellschaft
Germany
$372K -$107K -440 -22%
RWB
1244
RMR Wealth Builders
New Jersey
$372K – – –
BST
1245
Bath Savings Trust
Maine
$369K – – –
VWM
1246
Vigilare Wealth Management
Arizona
$366K – – –
EWA
1247
Exencial Wealth Advisors
Oklahoma
$364K -$10.7K -44 -3%
PWP
1248
Perfromance Wealth Partners
Illinois
$360K -$56.4K -231 -13%
CC
1249
Chicago Capital
Illinois
$360K -$37.4K -153 -9%
SIM
1250
Sentry Investment Management
Wisconsin
$359K – – –