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Name Holding Trade Value Shares
Change
Change in
Stake
PG
1651
Patten Group
Tennessee
$844K -$98.7K -953 -11%
BWP
1652
Baldwin Wealth Partners
Massachusetts
$844K +$305K +2,947 +62%
OFG
1653
Oxford Financial Group
Indiana
$841K +$85K +821 +12%
NF
1654
Nikulski Financial
Iowa
$840K +$118K +1,135 +17%
NB
1655
Northwest Bancshares
Pennsylvania
$838K – – –
OMIC
1656
Old Mission Investment Co
Michigan
$837K +$40.4K +390 +5%
CP
1657
Capital Planning
Washington
$837K – – –
DI
1658
Diligent Investors
California
$835K – – –
HCWM
1659
Harrison & Co Wealth Management
Virginia
$834K +$16.4K +158 +2%
Emerald Advisers
1660
Emerald Advisers
Pennsylvania
$834K -$18K -174 -2%
HB
1661
Horizon Bancorp
Indiana
$832K +$785K +7,578 New
FPCM
1662
Financial Partners Capital Management
New York
$831K – – –
NF
1663
Norwood Financial
Pennsylvania
$831K – – –
SA
1664
SRN Advisors
Pennsylvania
$830K +$88K +850 +13%
IGWM
1665
ICA Group Wealth Management
Colorado
$830K -$450K -4,346 -37%
TPWM
1666
Twelve Points Wealth Management
Massachusetts
$825K +$72.5K +700 +10%
SOS
1667
Silver Oak Securities
Tennessee
$824K +$418K +4,037 +116%
VCAM
1668
Van Cleef Asset Management
Ohio
$823K +$18.2K +176 +2%
YIA
1669
YHB Investment Advisors
Connecticut
$816K -$5.38K -52 -0.7%
PCP
1670
Proficio Capital Partners
Massachusetts
$815K +$51.7K +499 +7%
CWM
1671
Concentric Wealth Management
California
$814K -$3.62K -35 -0.5%
KA
1672
Kovack Advisors
Florida
$813K -$78.2K -755 -9%
WPP
1673
Whalerock Point Partners
Rhode Island
$813K +$150K +1,445 +24%
WIS
1674
Wright Investors Service
Connecticut
$812K +$1.14K +11 +0.1%
PIM
1675
Provident Investment Management
Michigan
$805K +$20.3K +196 +3%