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Name Holding Trade Value Shares
Change
Change in
Stake
BPM
1401
Bowling Portfolio Management
Ohio
$947K -$73K -151 -7%
CWM
1402
Calamos Wealth Management
Illinois
$944K -$266K -551 -23%
AF
1403
Apexium Financial
Texas
$944K
RWA
1404
Redhawk Wealth Advisors
Minnesota
$939K +$58.9K +122 +7%
SCA
1405
Sippican Capital Advisors
Massachusetts
$938K -$12.1K -25 -1%
OF
1406
Outfitter Financial
Maine
$938K +$906K +1,875 New
HC
1407
Hendley & Co
Ohio
$930K
HPWM
1408
Highland Private Wealth Management
Washington
$927K -$26.6K -55 -3%
EWM
1409
Endurance Wealth Management
Rhode Island
$919K +$14.5K +30 +2%
RMCM
1410
Reynders McVeigh Capital Management
Massachusetts
$918K -$128K -265 -13%
NB
1411
Northwest Bancshares
Pennsylvania
$918K -$16.9K -35 -2%
MPI
1412
Mairs & Power Inc
Minnesota
$915K +$2.9K +6 +0.3%
SFG
1413
StrategIQ Financial Group
Indiana
$914K
TCOT
1414
Trust Company of Toledo
Ohio
$913K
ECM
1415
Evergreen Capital Management
Washington
$912K +$32.4K +67 +4%
KC
1416
Knuff & Co
California
$912K +$101K +209 +13%
RT
1417
Rockland Trust
Massachusetts
$910K -$7.25K -15 -0.8%
CWAG
1418
Compton Wealth Advisory Group
Virginia
$910K +$592K +1,225 +206%
FPF
1419
First Pacific Financial
Washington
$905K +$646K +1,337 +283%
CA
1420
Continuum Advisory
Idaho
$903K +$29K +60 +3%
KCMRT
1421
Kemper Corp Master Retirement Trust
Illinois
$900K -$217K -450 -20%
SACTSONJ
1422
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$900K
MFA
1423
Mayflower Financial Advisors
Massachusetts
$894K +$863K +1,787 New
AF
1424
Allworth Financial
California
$893K -$96.6K -200 -10%
SC
1425
Scholtz & Company
Connecticut
$887K +$20.8K +43 +2%