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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1526
Monumental Financial Group
Maryland
$622K +$596K +2,499 New
HCM
1527
HMS Capital Management
Tennessee
$617K -$140K -588 -19%
PL
1528
Plancorp LLC
Missouri
$617K +$9.31K +39 +2%
FNBOH
1529
First National Bank of Hutchinson
Kansas
$616K +$202K +845 +52%
BOH
1530
Bank of Hawaii
Hawaii
$615K -$31K -130 -5%
PFM
1531
Premier Fund Managers
United Kingdom
$615K
W
1532
WealthStone
Ohio
$614K +$15.3K +64 +3%
SRC
1533
Sage Rhino Capital
California
$609K +$30.3K +127 +5%
AG
1534
AIA Group
Hong Kong
$606K +$192K +806 +50%
JGIA
1535
Jackson Grant Investment Advisers
Connecticut
$603K
AWA
1536
ARS Wealth Advisors
Florida
$599K +$21.5K +90 +4%
FNC
1537
First National Corp
Massachusetts
$599K +$25.5K +107 +5%
OCAM
1538
Onex Canada Asset Management
Ontario, Canada
$598K +$573K +2,403 New
ACM
1539
Alethea Capital Management
Washington
$597K
MHS
1540
M Holdings Securities
Oregon
$597K +$572K +2,399 New
MA
1541
MBA Advisors
Pennsylvania
$594K +$570K +2,388 New
BOTW
1542
Bank of the West
California
$591K -$61.6K -258 -10%
JAG
1543
Journey Advisory Group
Kentucky
$589K +$37.7K +158 +7%
MWM
1544
Mattern Wealth Management
Kansas
$585K -$983K -4,120 -64%
GWMIA
1545
Global Wealth Management Investment Advisory
Florida
$585K +$9.78K +41 +2%
EI
1546
Ellevest Inc
New York
$585K +$75.4K +316 +16%
PMFA
1547
Plante Moran Financial Advisors
Michigan
$583K +$50.1K +210 +10%
YIH
1548
Y-Intercept (HK)
Hong Kong
$581K +$555K +2,328 New
FWIA
1549
Fort Washington Investment Advisors
Ohio
$580K -$1.03M -4,298 -65%
DA
1550
Detalus Advisors
Missouri
$577K +$212K +888 +62%