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Name Holding Trade Value Shares
Change
Change in
Stake
FP
1351
Financial Perspectives
Minnesota
$838K +$12K +52 +1%
TCWM
1352
Total Clarity Wealth Management
Illinois
$835K +$32.5K +141 +4%
CT
1353
Chicago Trust
Illinois
$833K +$45.9K +199 +6%
VWA
1354
V Wealth Advisors
Kansas
$830K +$563K +2,443 +209%
MCM
1355
Manchester Capital Management
Vermont
$829K +$3.46K +15 +0.4%
CCMIC
1356
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$828K -$8.07K -35 -1%
AIP
1357
Almanack Investment Partners
Pennsylvania
$827K +$134K +580 +19%
WAM
1358
Weatherly Asset Management
California
$820K -$4.61K -20 -0.6%
WPC
1359
Waters Parkerson & Co
Louisiana
$817K -$2.77K -12 -0.3%
GL
1360
Graypoint LLC
New York
$816K -$22.8K -99 -3%
BCM
1361
Bluefin Capital Management
New York
$815K +$817K +3,544 New
PP
1362
Patten & Patten
Tennessee
$814K +$46.3K +201 +6%
TI
1363
Tidal Investments
Wisconsin
$814K +$149K +647 +22%
PIM
1364
Profit Investment Management
Maryland
$811K -$1.28M -5,546 -61%
GIM
1365
Groesbeck Investment Management
New Jersey
$810K -$26.7K -116 -3%
DAM
1366
Doheny Asset Management
California
$810K -$16.4K -71 -2%
MG
1367
Mather Group
Illinois
$807K +$26.7K +116 +3%
SLT
1368
St Louis Trust
Missouri
$805K
WIC
1369
Wilkins Investment Counsel
Massachusetts
$805K
TMAM
1370
Tokio Marine Asset Management
Japan
$802K +$35.7K +155 +5%
IA
1371
IAM Advisory
Pennsylvania
$800K +$778K +3,375 New
SAM
1372
Security Asset Management
New York
$797K +$138K +600 +21%
CBT
1373
CoreFirst Bank & Trust
Kansas
$793K +$796K +3,451 New
SW
1374
SlateStone Wealth
Florida
$791K +$98.7K +428 +14%
PWA
1375
Phoenix Wealth Advisors
North Carolina
$791K +$793K +3,441 New