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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1201
Sequoia Financial Advisors
Ohio
$1.45M -$157K -1,734 -10%
RP
1202
Riverbridge Partners
Minnesota
$1.45M +$121K +1,340 +9%
TW
1203
TrinityPoint Wealth
Connecticut
$1.44M -$56.5K -625 -4%
BCM
1204
Brooktree Capital Management
Michigan
$1.44M -$3.8K -42 -0.3%
LPT
1205
Legacy Private Trust
Wisconsin
$1.43M -$45.2K -500 -3%
CGL
1206
Clarius Group LLC
Washington
$1.42M +$206K +2,281 +17%
CNFG
1207
Creegan & Nassoura Financial Group
New Hampshire
$1.42M -$26.6K -294 -2%
PCM
1208
Prelude Capital Management
New York
$1.41M +$704K +7,791 +101%
FHA
1209
Flagship Harbor Advisors
Massachusetts
$1.4M +$125K +1,387 +10%
FMB
1210
Field & Main Bank
Kentucky
$1.4M +$1.39M +15,355 New
CHAM
1211
Clear Harbor Asset Management
Connecticut
$1.4M +$58.3K +645 +4%
ESCM
1212
Echo Street Capital Management
New York
$1.4M +$1.38M +15,284 New
JFA
1213
JNBA Financial Advisors
Minnesota
$1.39M -$53.4K -591 -4%
VWM
1214
Venturi Wealth Management
Texas
$1.39M -$236K -2,611 -15%
CWM
1215
Chesapeake Wealth Management
Virginia
$1.39M -$16.1K -178 -1%
PAM
1216
Peak Asset Management
Colorado
$1.39M -$16.7K -185 -1%
HIM
1217
HawsGoodwin Investment Management
Tennessee
$1.39M -$257K -2,843 -16%
BA
1218
Bennicas & Associates
California
$1.39M -$20.3K -225 -1%
CAM
1219
Columbia Asset Management
Michigan
$1.37M -$1.45M -15,999 -52%
BOC
1220
Barbara Oil Co
Illinois
$1.37M
IA
1221
Icon Advisers
Colorado
$1.37M
AMG
1222
Asset Management Group
Connecticut
$1.37M +$5.06K +56 +0.4%
BOS
1223
Bingham Osborn & Scarborough
California
$1.37M +$42K +465 +3%
CAM
1224
Cozad Asset Management
Illinois
$1.36M -$13.6K -150 -1%
PF
1225
Phoenix Financial
Israel
$1.36M -$68K -752 -5%