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Name Holding Trade Value Shares
Change
Change in
Stake
NB
876
Nicolet Bankshares
Wisconsin
$940K -$18.8K -78 -2%
SOAMC
877
Spirit of America Management Corp
New York
$939K -$48.3K -200 -5%
CAG
878
Crestwood Advisors Group
Massachusetts
$939K -$18.1K -75 -2%
AAM
879
Azzad Asset Management
Virginia
$936K -$78.9K -327 -7%
MWM
880
Merriman Wealth Management
Washington
$921K -$33.3K -138 -3%
FNBOH
881
First National Bank of Hutchinson
Kansas
$919K -$3.86K -16 -0.4%
RCS
882
Retirement Capital Strategies
California
$919K
FBT
883
First Bank & Trust
South Dakota
$918K -$143K -591 -13%
SFP
884
Shepherd Financial Partners
Massachusetts
$916K -$428K -1,775 -30%
BP
885
Ballentine Partners
Massachusetts
$905K -$54.8K -227 -5%
CCA
886
Checchi Capital Advisers
California
$903K -$191K -791 -17%
BCM
887
Brown Capital Management
Maryland
$899K -$133K -550 -12%
PFS
888
Physicians Financial Services
North Carolina
$885K
BC
889
Burney Company
Virginia
$883K +$708K +2,933 +302%
WHG
890
Westwood Holdings Group
Texas
$879K +$21.7K +90 +2%
APW
891
Acima Private Wealth
Virginia
$875K +$934K +3,868 New
BA
892
Bristlecone Advisors
Washington
$869K +$687K +2,845 +286%
CWM
893
Confluence Wealth Management
Oregon
$862K -$18.6K -77 -2%
OSIA
894
O'Shares Investment Advisers
Massachusetts
$857K +$915K +3,789 New
DAS
895
Dynamic Advisor Solutions
Arizona
$854K -$759K -3,144 -47%
CJA
896
C-J Advisory
California
$851K -$97K -402 -10%
DWA
897
Douglass Winthrop Advisors
New York
$844K +$278K +1,150 +45%
SL
898
Summitry LLC
California
$840K +$715K +2,961 +395%
GI
899
Gradient Investments
Minnesota
$828K -$248K -1,028 -22%
NA
900
NewEdge Advisors
Louisiana
$826K -$378K -1,565 -30%