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Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
1851
Fort Point Capital Partners
California
$593K
ARMC
1852
American Research & Management Company
Massachusetts
$592K -$57.5K -485 -9%
AC
1853
Apella Capital
Connecticut
$591K
NF
1854
Nikulski Financial
Iowa
$589K
CCA
1855
Column Capital Advisors
Indiana
$584K
RWP
1856
RWA Wealth Partners
Massachusetts
$584K +$8.53K +72 +1%
MAG
1857
MRA Advisory Group
New Jersey
$584K +$56.9K +480 +11%
PCM
1858
Prelude Capital Management
New York
$584K +$221K +1,869 +62%
HCA
1859
Heck Capital Advisors
Wisconsin
$584K -$14.5K -122 -2%
BSB
1860
Bangor Savings Bank
Maine
$583K +$39.8K +336 +7%
BMC
1861
Beaton Management Company
Massachusetts
$580K
LF
1862
Lantz Financial
Illinois
$580K +$8.18K +69 +1%
MCM
1863
Mengis Capital Management
Oregon
$579K
AWM
1864
Aevitas Wealth Management
Massachusetts
$578K +$44.7K +377 +8%
KA
1865
Klingman & Associates
New York
$578K +$80.9K +683 +16%
LFA
1866
Legacy Financial Advisors
Kentucky
$572K -$5.09K -43 -0.9%
MWM
1867
MBE Wealth Management
Wisconsin
$572K
JWM
1868
Jeppson Wealth Management
California
$570K
GRP
1869
Global Retirement Partners
California
$569K +$3.91K +33 +0.7%
WG
1870
Winton Group
United Kingdom
$569K +$562K +4,744 New
AII
1871
AGF Investments Inc
Ontario, Canada
$568K -$41.5K -350 -7%
AA
1872
ALPS Advisors
Colorado
$567K +$65.2K +550 +13%
ESBC
1873
E.S. Barr & Co
Kentucky
$565K
FPA
1874
First Pacific Advisors
California
$564K
FA
1875
Financial Advisors
Massachusetts
$562K +$3.55K +30 +0.6%