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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
2751
Bryn Mawr Capital Management
Pennsylvania
$234K – – –
PCI
2752
Planning Center Inc
Illinois
$234K +$227K +4,358 New
TFCP
2753
Twin Focus Capital Partners
Massachusetts
$233K +$40K +767 +21%
PAA
2754
Peregrine Asset Advisers
Oregon
$232K -$3.53M -67,567 -94%
RPGK
2755
Retirement Planning Group (Kansas)
Kansas
$232K -$36.3K -695 -13%
VRM
2756
Vectors Research Management
New York
$232K +$42.4K +813 +22%
CCA
2757
Catalyst Capital Advisors
New York
$231K -$1.66M -31,888 -88%
SFA
2758
Source Financial Advisors
New York
$231K +$18.3K +350 +9%
S
2759
swisspartners
Liechtenstein
$231K +$229K +4,392 New
HSWM
2760
Hubbell Strickland Wealth Management
Louisiana
$229K -$201K -3,850 -47%
SHWM
2761
Silicon Hills Wealth Management
Texas
$229K -$4.7K -90 -2%
RC
2762
RBO & Co
California
$229K – – –
SPC
2763
Stewart & Patten Company
California
$229K – – –
RHP
2764
Royal Harbor Partners
Texas
$229K +$2.3K +44 +1%
EFL
2765
ERn Financial LLC
Wisconsin
$229K +$3.08K +59 +1%
IFA
2766
Index Fund Advisors
California
$229K +$230K +4,406 New
WAM
2767
WFA Asset Management
Wisconsin
$229K +$230K +4,402 New
OPWM
2768
Oxinas Partners Wealth Management
Indiana
$228K -$13.7K -263 -6%
RWM
2769
Reston Wealth Management
Virginia
$228K +$2.24K +43 +1%
VBFP
2770
Valtinson Bruner Financial Planning
Minnesota
$227K -$29.3K -562 -11%
FMTCOCP
2771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$226K -$938K -17,985 -81%
RWM
2772
RKL Wealth Management
Pennsylvania
$226K +$4.17K +80 +2%
ONSWM
2773
Old North State Wealth Management
North Carolina
$226K +$227K +4,345 New
PFA
2774
Pettinga Financial Advisors
Indiana
$224K -$56.5K -1,082 -20%
CAM
2775
Cidel Asset Management
Ontario, Canada
$224K – – –