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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1051
Coastwise Capital Group
California
$2.2M +$65.2K +1,607 +3%
WBWA
1052
William B. Walkup & Associates
South Carolina
$2.19M -$54.6K -1,347 -2%
IA
1053
Integrity Alliance
Iowa
$2.18M +$666K +16,413 +44%
IIC
1054
Ironwood Investment Counsel
Arizona
$2.18M -$311K -7,673 -13%
PCM
1055
Palouse Capital Management
Washington
$2.17M -$272K -6,708 -11%
KMWM
1056
Keudell/Morrison Wealth Management
Oregon
$2.17M +$2.16M +53,295 New
PS
1057
Pensionfund Sabic
Netherlands
$2.15M
AAP
1058
Arax Advisory Partners
Colorado
$2.15M -$331K -8,170 -13%
LWP
1059
LFG Wealth Partners
Kentucky
$2.15M +$2.14M +52,794 New
CIA
1060
Cladis Investment Advisory
Montana
$2.14M -$11.9K -294 -0.6%
RAM
1061
Redmond Asset Management
Virginia
$2.14M -$30.9K -762 -1%
SNPAM
1062
St. Nicholas Private Asset Management
Florida
$2.13M -$172K -4,238 -7%
TIM
1063
Titan Investment Management
Indiana
$2.13M +$2.12M +52,263 New
PRP
1064
Peak Retirement Planning
Ohio
$2.12M +$403K +9,937 +24%
FCM
1065
Flagship Capital Management
Pennsylvania
$2.12M +$2.11M +51,974 New
API
1066
Asset Planning Inc
California
$2.11M -$80.8K -1,992 -4%
BB
1067
Busey Bank
Illinois
$2.11M -$135K -3,321 -6%
PFGIA
1068
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M +$845K +20,827 +67%
FNBT
1069
FineMark National Bank & Trust
Florida
$2.1M -$484K -11,922 -19%
ET
1070
Entropy Technologies
New York
$2.1M +$2.1M +51,655 New
UB
1071
Umpqua Bank
Oregon
$2.1M -$117K -2,886 -5%
CNBT
1072
Canandaigua National Bank & Trust
New York
$2.1M -$64.5K -1,589 -3%
TPA
1073
Trivium Point Advisory
Connecticut
$2.1M -$89.6K -2,210 -4%
MWM
1074
Mission Wealth Management
California
$2.09M -$14.2K -351 -0.7%
ONSWM
1075
Old North State Wealth Management
North Carolina
$2.09M +$163K +4,019 +8%