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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1451
M&R Capital Management
New Jersey
$140K
WPWM
1452
Western Pacific Wealth Management
Illinois
$137K
LA
1453
LM Advisors
California
$136K +$125K +1,311 New
DWA
1454
Dougherty Wealth Advisers
Minnesota
$133K
TWM
1455
Tradition Wealth Management
Minnesota
$133K +$64.4K +675 +111%
ANBT
1456
American National Bank & Trust
Texas
$133K -$10.7K -112 -8%
WAS
1457
Winch Advisory Services
Wisconsin
$131K +$477 +5 +0.4%
TF
1458
Tompkins Financial
New York
$130K +$9.54K +100 +9%
QC
1459
Quent Capital
New York
$130K -$3.62K -38 -3%
PMFA
1460
Plante Moran Financial Advisors
Michigan
$128K +$14.3K +150 +14%
BCM
1461
Barometer Capital Management
Ontario, Canada
$125K +$114K +1,200 New
SR
1462
Syntax Research
Florida
$125K
CCM
1463
Chilton Capital Management
Texas
$120K +$74.7K +783 +212%
TLCM
1464
Twin Lakes Capital Management
California
$117K
CBT
1465
Central Bank & Trust
Kentucky
$117K +$25.6K +268 +31%
RDFA
1466
Ritter Daniher Financial Advisory
Ohio
$115K
SS
1467
Sunbelt Securities
Texas
$115K
CAS
1468
Coppell Advisory Solutions
Texas
$114K +$102K +1,072 +4,288%
HI
1469
Hoey Investments
Pennsylvania
$113K -$20.6K -216 -17%
CB
1470
CNB Bank
Pennsylvania
$105K
GTAM
1471
Global Trust Asset Management
Florida
$105K -$858 -9 -0.9%
MMG
1472
Monetary Management Group
Missouri
$104K
TIM
1473
Thompson Investment Management
Wisconsin
$104K
AAP
1474
Arax Advisory Partners
Colorado
$104K -$12.4K -130 -12%
RFG
1475
RFP Financial Group
Georgia
$103K