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TPR

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
626
Blue Trust Inc
Georgia
$35.4K -$89.4K -1,638 -75%
HWM
627
Hemington Wealth Management
Virginia
$35K – – –
CAS
628
Coppell Advisory Solutions
Texas
$34.2K +$8.19K +150 +41%
GXJ
629
Global X Japan
Japan
$33.8K +$3.22K +59 +13%
SWM
630
Spire Wealth Management
Virginia
$32.2K -$75.2K -1,377 -74%
PB
631
Pinnacle Bancorp
Nebraska
$29.4K – – –
GP
632
Greenline Partners
New York
$29.2K +$24.4K +447 New
AAG
633
Armstrong Advisory Group
Massachusetts
$29K – – –
TIM
634
Tortoise Investment Management
New York
$28.1K – – –
MCM
635
MAI Capital Management
Ohio
$25.6K +$21.3K +391 New
CFD
636
Creative Financial Designs
Indiana
$25.5K +$55 +1 +0.3%
HFS
637
Hantz Financial Services
Michigan
$24K +$55 +1 +0.3%
MCM
638
MV Capital Management
Maryland
$23.6K -$273 -5 -1%
CFFP
639
Center for Financial Planning
Michigan
$23.3K – – –
RCM
640
Raleigh Capital Management
North Carolina
$22.4K – – –
CB
641
CNB Bank
Pennsylvania
$21.2K – – –
PP
642
PFS Partners
New Jersey
$20.7K – – –
WT
643
Whittier Trust
California
$20.4K – – –
CWP
644
Concord Wealth Partners
Virginia
$20K +$109 +2 +0.7%
CLOS
645
Compagnie Lombard Odier SCmA
Switzerland
$19.6K -$147K -2,700 -90%
FDW
646
Fourth Dimension Wealth
Ohio
$19.6K +$16.4K +300 New
SJIM
647
St. Johns Investment Management
Florida
$18K – – –
CCM
648
Chilton Capital Management
Texas
$16.8K – – –
CTC
649
Central Trust Company
Missouri
$16.4K +$3.6K +66 +36%
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.8K -$32.7K -599 -75%
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