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Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
3026
Barnes Dennig Private Wealth Management
Ohio
$174K +$178K +516 New
PH
3027
Pinnacle Holdings
Oklahoma
$174K -$3.1K -9 -2%
BOJHT
3028
Bank of Jackson Hole Trust
Wyoming
$172K – – –
VWM
3029
Vermillion Wealth Management
Minnesota
$172K – – –
MWPCG
3030
Measured Wealth Private Client Group
New Hampshire
$171K -$108K -315 -38%
DCM
3031
Dorato Capital Management
Colorado
$171K -$10.3K -30 -6%
RFS
3032
Richardson Financial Services
Massachusetts
$170K +$16.5K +48 +11%
TWM
3033
TopTier Wealth Management
Wisconsin
$169K +$172K +500 New
OCM
3034
Osterweis Capital Management
California
$160K – – –
GFA
3035
Godfrey Financial Associates
New York
$157K +$29.3K +85 +22%
UIA
3036
Ulland Investment Advisors
Minnesota
$157K -$10.3K -30 -6%
ACA
3037
American Capital Advisory
Idaho
$155K – – –
TWD
3038
True Wealth Design
Ohio
$154K +$21.3K +62 +16%
CCM
3039
Cutler Capital Management
Massachusetts
$154K -$16.9K -49 -10%
AT
3040
Avenir Tech
Hong Kong
$154K +$157K +455 New
CCC
3041
Chelsea Counsel Company
California
$153K – – –
GCM
3042
Gunpowder Capital Management
Maryland
$152K -$59.9K -174 -28%
HA
3043
Hyposwiss Advisors
$152K – – –
CB
3044
Community Bank
New York
$151K +$34.4K +100 +29%
TCM
3045
Tradewinds Capital Management
Washington
$149K -$1.03K -3 -0.7%
EF
3046
Entrust Financial
Pennsylvania
$148K – – –
NF
3047
Napier Financial
Massachusetts
$147K +$149K +434 New
RBC
3048
Roble Belko & Company
Pennsylvania
$146K +$3.1K +9 +2%
CFM
3049
Cornerstone Financial Management
Massachusetts
$145K +$3.1K +9 +2%
CAM
3050
Costello Asset Management
Pennsylvania
$144K – – –