Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1651
Oxford Financial Group
Indiana
$859K +$192K +1,808 +28%
CP
1652
Covenant Partners
Tennessee
$859K – – –
CP
1653
Canopy Partners
Ohio
$859K -$101K -953 -10%
HFAS
1654
Hummer Financial Advisory Services
Illinois
$856K -$5.3K -50 -0.6%
FCAS
1655
First Command Advisory Services
Texas
$854K +$872K +8,220 New
WCAMG
1656
Woodard & Company Asset Management Group
North Carolina
$851K – – –
PWP
1657
Principle Wealth Partners
Connecticut
$850K +$25.4K +240 +3%
PWAM
1658
Pinnacle West Asset Management
Wyoming
$850K – – –
AWA
1659
Aaron Wealth Advisors
Illinois
$849K -$13.6K -128 -2%
HIC
1660
Hartline Investment Corp
Illinois
$849K -$920K -8,681 -52%
ECG
1661
Edge Capital Group
Georgia
$849K -$12.6K -119 -1%
FCCM
1662
First City Capital Management
Georgia
$849K -$166K -1,565 -16%
SPC
1663
Spirepoint Private Client
Florida
$848K -$19.4K -183 -2%
MMPW
1664
Mitchell McLeod Pugh & Williams
Alabama
$848K -$4.77K -45 -0.5%
FA
1665
Faithward Advisors
Pennsylvania
$845K +$110K +1,035 +15%
CA
1666
Claro Advisors
Massachusetts
$845K -$44.1K -416 -5%
FI
1667
Finivi Inc
Massachusetts
$841K +$24.8K +234 +3%
BBNA
1668
Bremer Bank National Association
Minnesota
$839K -$101K -951 -11%
PCP
1669
Proficio Capital Partners
Massachusetts
$839K +$20.6K +194 +2%
WAM
1670
WNY Asset Management
New York
$838K +$21.6K +204 +3%
BSHC
1671
Breed's Hill Capital
Massachusetts
$838K – – –
AWE
1672
Avidian Wealth Enterprises
Texas
$837K -$190K -1,789 -18%
KPP
1673
Kings Path Partners
Texas
$835K +$852K +8,037 New
FPB
1674
First PREMIER Bank
South Dakota
$835K +$8.59K +81 +1%
BCM
1675
Brown Capital Management
Maryland
$831K -$140K -1,319 -14%