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Name Holding Trade Value Shares
Change
Change in
Stake
WAL
2076
W Advisors LLC
Tennessee
$650K +$653K +12,507 New
BBNA
2077
Bremer Bank National Association
Minnesota
$648K -$67.4K -1,291 -9%
RB
2078
Renasant Bank
Mississippi
$648K +$111K +2,118 +20%
EF
2079
Empowered Funds
Pennsylvania
$646K +$108K +2,061 +20%
DI
2080
Diligent Investors
California
$646K +$409K +7,847 +171%
MCM
2081
Manchester Capital Management
Vermont
$645K -$76.5K -1,466 -11%
WPC
2082
Wedmont Private Capital
Pennsylvania
$645K +$629K +12,049 New
CAM
2083
Cozad Asset Management
Illinois
$644K – – –
CGA
2084
Crescent Grove Advisors
Illinois
$643K -$47.6K -912 -7%
BCP
2085
Berkeley Capital Partners
Georgia
$643K +$65K +1,246 +11%
MSU
2086
Mizuho Securities USA
New York
$642K -$71K -1,361 -10%
BWP
2087
BSW Wealth Partners
Colorado
$640K +$149K +2,865 +30%
SWA
2088
SOA Wealth Advisors
New York
$636K +$36.6K +702 +6%
JSL
2089
JT Stratford LLC
Georgia
$635K -$2.06M -39,469 -76%
SIC
2090
Shoker Investment Counsel
Ohio
$634K -$46.5K -892 -7%
BFA
2091
Beaumont Financial Advisors
Massachusetts
$633K -$214K -4,094 -25%
RBC
2092
Roble Belko & Company
Pennsylvania
$633K -$134K -2,569 -17%
CIM
2093
CIM Investment Management
Pennsylvania
$633K -$12.4K -237 -2%
Cohen & Steers
2094
Cohen & Steers
New York
$631K – – –
PWM
2095
Palumbo Wealth Management
New York
$631K +$27.3K +523 +5%
TCMP
2096
Thrive Capital Management (Pennsylvania)
Pennsylvania
$629K -$437K -8,376 -41%
OFS
2097
Orrstown Financial Services
Pennsylvania
$629K -$114K -2,180 -16%
CA
2098
Capital Advantage
California
$628K -$42.9K -822 -7%
S
2099
SimplyRich
California
$626K -$238K -4,557 -27%
MWM
2100
Minot Wealth Management
Massachusetts
$626K -$41.9K -804 -6%