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Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
1601
Citizens National Bank Trust Department
Mississippi
$2.92M -$1.61M -7,492 -36%
BWAM
1602
Boyd Watterson Asset Management
Ohio
$2.92M +$59K +275 +2%
WP
1603
WealthPLAN Partners
Nebraska
$2.92M +$127K +592 +5%
CCM
1604
Compton Capital Management
Rhode Island
$2.91M +$53.7K +250 +2%
AP
1605
Arlington Partners
Alabama
$2.91M +$534K +2,487 +23%
PFA
1606
Paradigm Financial Advisors
Missouri
$2.9M -$152K -709 -5%
TSWM
1607
Triangle Securities Wealth Management
North Carolina
$2.9M +$75.1K +350 +3%
ZCI
1608
Zevenbergen Capital Investments
Washington
$2.89M -$443K -2,065 -13%
PP
1609
Pacifica Partners
Canada
$2.89M +$936K +4,358 +48%
RCG
1610
Regatta Capital Group
California
$2.88M +$2.85M +13,266 New
FBT
1611
First Bankers Trust
Kentucky
$2.87M -$219K -1,020 -7%
IC
1612
Inverness Counsel
New York
$2.86M -$50.3M -234,413 -95%
LAM
1613
Lynch Asset Management
Pennsylvania
$2.86M +$2.83M +13,200 New
VFA
1614
Voya Financial Advisors
Connecticut
$2.86M +$71.7K +334 +3%
SP
1615
Symmetry Partners
Connecticut
$2.86M -$84.8K -395 -3%
CFA
1616
Carroll Financial Associates
North Carolina
$2.85M -$42.3K -197 -1%
MF
1617
Manchester Financial
California
$2.85M +$15.2K +71 +0.5%
UAM
1618
Unison Asset Management
Florida
$2.84M
T
1619
TCWP
Ohio
$2.84M +$2.82M +13,127 New
AWM
1620
Aries Wealth Management
Maine
$2.84M +$79.4K +370 +3%
HPWM
1621
High Pines Wealth Management
Massachusetts
$2.83M -$763K -3,556 -21%
PCS
1622
Personal CFO Solutions
New Jersey
$2.82M +$209K +974 +8%
GWM
1623
Graybill Wealth Management
Illinois
$2.82M +$7.51K +35 +0.3%
AssetMark Inc
1624
AssetMark Inc
California
$2.82M +$1.16M +5,385 +71%
OWP
1625
Obermeyer Wealth Partners
Colorado
$2.81M -$646K -3,010 -19%