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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
2676
West Branch Capital
Massachusetts
$132K -$2.19M -58,145 -95%
NL
2677
NVWM LLC
Pennsylvania
$131K -$19.4K -514 -13%
BFPW
2678
BOK Financial Private Wealth
Colorado
$129K -$161K -4,267 -57%
TFP
2679
Tilia Fiduciary Partners
North Carolina
$127K +$188 +5 +0.2%
AS
2680
AM Squared
Hong Kong
$126K +$121K +3,200 New
CJL
2681
Cyrus J. Lawrence
New York
$126K +$754 +20 +0.6%
SA
2682
SRH Advisors
Kansas
$126K +$37.7K +1,000 +46%
MFA
2683
McClarren Financial Advisors
Pennsylvania
$123K -$25.8K -685 -18%
FCA
2684
Fortis Capital Advisors
Kansas
$121K +$116K +3,082 New
TVWM
2685
Tower View Wealth Management
Wisconsin
$120K -$113 -3 -0.1%
BAM
2686
Bellevue Asset Management
Washington
$120K -$22.6K -599 -16%
SFFS
2687
Stonehage Fleming Financial Services
Jersey
$117K -$359K -9,520 -76%
IFAM
2688
Institutional & Family Asset Management
Colorado
$117K -$710K -18,840 -86%
GWMI
2689
Guardian Wealth Management (Illinois)
Illinois
$116K -$8.03K -213 -7%
DWP
2690
Destiny Wealth Partners
Florida
$115K +$14.2K +377 +15%
NECFA
2691
New England Capital Financial Advisors
Connecticut
$114K +$107K +2,845 New
TIM
2692
Tortoise Investment Management
New York
$113K -$52.5K -1,394 -33%
GC
2693
Garde Capital
Washington
$110K
PCTC
2694
Perkins Coie Trust Company
Washington
$108K
JMF
2695
Johnson Midwest Financial
Iowa
$106K -$17K -451 -14%
SL
2696
Savior LLC
Massachusetts
$104K +$339 +9 +0.3%
PFG
2697
Piershale Financial Group
Illinois
$100K +$95.9K +2,546 New
MCM
2698
Magnolia Capital Management
New York
$100K +$1.39K +37 +1%
BGC
2699
Beutel, Goodman & Co
Ontario, Canada
$99K -$1.88K -50 -2%
HB
2700
Horizon Bancorp
Indiana
$96K +$91.3K +2,424 New