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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
2151
Roanoke Asset Management
New Jersey
$202K
BWA
2152
Blodgett Wealth Advisors
California
$202K
SF
2153
Safeguard Financial
Wisconsin
$201K -$45.7K -235 -16%
FWTB
2154
First Western Trust Bank
Colorado
$201K +$15.2K +78 +7%
SR
2155
Syntax Research
Florida
$200K +$389 +2 +0.2%
PPW
2156
Parcion Private Wealth
Washington
$200K -$9.72K -50 -4%
PFM
2157
Premier Fund Managers
United Kingdom
$194K -$7.39M -38,026 -97%
PB
2158
Pinnacle Bancorp
Nebraska
$190K -$84.9K -437 -28%
DCM
2159
Dudley Capital Management
Virginia
$189K +$35K +180 +19%
TLCM
2160
Twin Lakes Capital Management
California
$187K
NFSG
2161
Newbridge Financial Services Group
Florida
$185K -$3.89K -20 -2%
RDFA
2162
Ritter Daniher Financial Advisory
Ohio
$183K
PK
2163
Pflug Koory
Nebraska
$181K +$43.1K +222 +26%
RFM
2164
Royal Fund Management
Florida
$177K +$207K +1,065 New
VCM
2165
Versant Capital Management
Arizona
$175K
WF
2166
Wayfinding Financial
Washington
$172K -$12.4K -64 -6%
IBOK
2167
Independence Bank of Kentucky
Kentucky
$171K -$6.8K -35 -3%
LOIM
2168
Liberty One Investment Management
Illinois
$171K +$20.4K +105 +11%
API
2169
Asset Planning Inc
California
$171K
RCA
2170
Runnymede Capital Advisors
Ohio
$166K
TIM
2171
Thompson Investment Management
Wisconsin
$166K
NMG
2172
New Millennium Group
Utah
$165K -$1.09M -5,587 -85%
PW
2173
Pandora Wealth
Illinois
$165K +$193K +994 New
CWM
2174
Centricity Wealth Management
Ohio
$164K
CB
2175
CNB Bank
Pennsylvania
$163K -$33K -170 -15%