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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
1801
Okabena Investment Services
Minnesota
$837K +$349K +2,726 +85%
AT
1802
Arden Trust
Delaware
$836K -$12.8K -100 -2%
LCM
1803
Legato Capital Management
California
$836K – – –
MIAS
1804
Mason Investment Advisory Services
Virginia
$836K -$159K -1,240 -17%
MFG
1805
Monte Financial Group
Connecticut
$835K +$41K +320 +6%
NVIM
1806
New Vernon Investment Management
Illinois
$833K – – –
Thompson Siegel & Walmsley
1807
Thompson Siegel & Walmsley
Virginia
$832K -$4.48K -35 -0.6%
PPW
1808
Parcion Private Wealth
Washington
$830K -$4.61K -36 -0.6%
TYCC
1809
Texas Yale Capital Corp
Florida
$827K +$86.4K +675 +13%
MAG
1810
MRA Advisory Group
New Jersey
$825K +$107K +839 +17%
PP
1811
Pegasus Partners
Wisconsin
$824K -$1.12M -8,738 -60%
NDSI
1812
Newman Dignan & Sheerar Inc
Rhode Island
$823K – – –
ECM
1813
EagleClaw Capital Management
Massachusetts
$821K – – –
AC
1814
Avestar Capital
New York
$820K -$31.5K -246 -4%
T
1815
TCWP
Ohio
$820K +$746K +5,830 New
OIA
1816
Optimum Investment Advisors
Illinois
$818K – – –
CPO
1817
Cerity Partners OCIO
New York
$817K -$31.1K -243 -4%
AFG
1818
Allegheny Financial Group
Pennsylvania
$817K +$128 +1 +0%
SAM
1819
SignalPoint Asset Management
Missouri
$816K – – –
Klingman & Associates
1820
Klingman & Associates
New York
$816K +$6.66K +52 +0.9%
ISB
1821
Iowa State Bank
Iowa
$815K -$56.3K -440 -7%
EI
1822
Ellevest Inc
New York
$813K -$58.5K -457 -7%
Foster Group
1823
Foster Group
Iowa
$812K +$1.54K +12 +0.2%
FNT
1824
First Nebraska Trust
Nebraska
$812K -$128K -1,000 -15%
CAAS
1825
Capital Asset Advisory Services
Michigan
$810K +$11.6K +91 +2%