Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1326
Inlet Private Wealth
Florida
$210K – – –
WE
1327
Wealth Effects
Massachusetts
$210K – – –
ST
1328
Spinnaker Trust
Maine
$210K -$20.3K -156 -9%
RRWA
1329
Rainey & Randall Wealth Advisors
Florida
$209K – – –
MCM
1330
Manchester Capital Management
Vermont
$208K +$29K +222 +16%
WTC
1331
WhitTier Trust Company
Nevada
$207K -$38.5K -295 -16%
WB
1332
WesBanco Bank
West Virginia
$206K -$28K -215 -12%
CLIP
1333
Colter Lewis Investment Partners
Connecticut
$205K +$213K +1,632 New
PWMAG
1334
Pinnacle Wealth Management Advisory Group
New Jersey
$205K -$63.3K -485 -23%
NSB
1335
Norway Savings Bank
Maine
$205K -$113K -870 -35%
TFIPS
1336
Towarzystwo Funduszy Inwestycyjnych PZU SA
$204K – – –
VA
1337
Valmark Advisers
Ohio
$204K -$10.4K -80 -5%
LCM
1338
LRT Capital Management
Texas
$203K +$211K +1,617 New
ZBNA
1339
Zions Bancorporation, National Association
Utah
$203K +$120K +920 +133%
LAM
1340
LECAP Asset Management
United Kingdom
$203K +$210K +1,612 New
SAM
1341
Strategy Asset Managers
California
$203K -$34.2K -262 -14%
OCA
1342
OpenArc Corporate Advisory
Georgia
$202K +$209K +1,604 New
AT
1343
Adelphi Trust
Florida
$202K +$209K +1,602 New
UBV
1344
United Bank (Virginia)
Virginia
$201K – – –
AAM
1345
Auxier Asset Management
Oregon
$201K +$209K +1,600 New
COI
1346
Connable Office Inc
Michigan
$200K – – –
CCM
1347
Copeland Capital Management
Pennsylvania
$198K -$9.91M -76,007 -98%
AP
1348
Atwood & Palmer
Missouri
$197K – – –
BLC
1349
Brown, Lisle/Cummings
Rhode Island
$192K -$39.1K -300 -16%
AF
1350
Advisornet Financial
Minnesota
$191K -$5.48K -42 -3%