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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
1701
M Holdings Securities
Oregon
$716K +$22.4K +212 +3%
PC
1702
Prairiewood Capital
North Dakota
$714K
GC
1703
Gratus Capital
Georgia
$712K -$540K -5,117 -42%
WE
1704
Wealth Effects
Massachusetts
$711K -$21K -199 -3%
CFO
1705
Colony Family Offices
North Carolina
$709K
BFA
1706
Brendel Financial Advisors
New Hampshire
$707K +$737K +6,981 New
WFMPM
1707
Woodley Farra Manion Portfolio Management
Indiana
$706K -$10.6K -100 -1%
NG
1708
Northstar Group
New York
$706K
NWMG
1709
National Wealth Management Group
Ohio
$705K +$674K +6,380 New
CAM
1710
Columbia Asset Management
Michigan
$703K +$56K +530 +8%
PFA
1711
Pathway Financial Advisors
Vermont
$703K
CT
1712
Clearstead Trust
Maine
$703K -$41.3K -391 -5%
AC
1713
Allstate Corporation
Illinois
$701K -$6.58M -62,362 -90%
CCM
1714
CAAS Capital Management
New York
$700K +$730K +6,913 New
PCP
1715
Proficio Capital Partners
Massachusetts
$700K -$53.8K -510 -7%
MC
1716
Machina Capital
France
$700K +$730K +6,911 New
FNB
1717
Farmers National Bank
Kentucky
$700K -$6.02K -57 -0.8%
TLCM
1718
Twin Lakes Capital Management
California
$699K -$317 -3 -0%
DWM
1719
Drive Wealth Management
Utah
$698K -$334K -3,164 -31%
FC
1720
Financial Council
Maryland
$696K
LA
1721
Legacy Advisors
Pennsylvania
$696K -$42.7K -404 -6%
SL
1722
Sentry LLC
Tennessee
$695K +$725K +6,864 New
DA
1723
Drake & Associates
Wisconsin
$694K +$12.9K +122 +2%
PP
1724
Pegasus Partners
Wisconsin
$692K -$17.8K -169 -2%
ST
1725
Sabal Trust
Florida
$692K -$19K -180 -3%