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Name Holding Trade Value Shares
Change
Change in
Stake
FP
1501
Financial Perspectives
Minnesota
$1.01M +$545 +2 +0.1%
TFA
1502
Teamwork Financial Advisors
Texas
$1.01M -$161K -592 -14%
PFGIA
1503
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$28.9K +106 +3%
SWM
1504
Scissortail Wealth Management
Oklahoma
$1.01M +$877K +3,220 New
GSB
1505
Greenfield Savings Bank
Massachusetts
$1.01M -$4.09K -15 -0.4%
PAA
1506
Peregrine Asset Advisers
Oregon
$1.01M +$191K +700 +25%
CAM
1507
Cidel Asset Management
Ontario, Canada
$1.01M +$952K +3,494 New
FFA
1508
First Foundation Advisors
California
$1.01M -$368K -1,351 -28%
MCM
1509
Mork Capital Management
California
$999K +$70.8K +260 +8%
RAM
1510
Roanoke Asset Management
New Jersey
$998K +$27.2K +100 +3%
CWA
1511
Consilium Wealth Advisory
Texas
$998K +$423K +1,553 +81%
C
1512
Croban
Ohio
$997K +$1.04M +3,826 New
AWA
1513
Arete Wealth Advisors
Illinois
$993K -$16.6K -61 -2%
BIG
1514
Brooklyn Investment Group
New York
$990K +$937K +3,438 New
HFRG
1515
Houlihan Financial Resource Group
Virginia
$989K
ST
1516
Smithfield Trust
Pennsylvania
$983K -$12K -44 -1%
PVH
1517
Psagot Value Holdings
Israel
$981K
PWP
1518
Private Wealth Partners
California
$981K +$4.09K +15 +0.4%
MFS
1519
Mirabella Financial Services
United Kingdom
$980K +$192K +704 +26%
PIM
1520
Profit Investment Management
Maryland
$979K
DSC
1521
Duncker Streett & Co
Missouri
$978K
AIMA
1522
Ables Iannone Moore & Associates
Georgia
$978K +$925K +3,395 New
CL
1523
COWA LLC
Oklahoma
$977K +$3.27K +12 +0.4%
DG
1524
DMC Group
Alabama
$977K -$69.8K -256 -7%
RIA
1525
Richwood Investment Advisors
Ohio
$973K -$30K -110 -3%