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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1726
Ethos Financial Group
Pennsylvania
$979K -$186K -543 -18%
PJSIMP
1727
P.J. Schmidt Investment Management (PJS)
Wisconsin
$979K +$17.5K +51 +2%
FPCP
1728
Fort Point Capital Partners
California
$978K +$50.3K +147 +6%
OC
1729
Oarsman Capital
Wisconsin
$975K +$122K +355 +15%
IA
1730
IFC Advisors
California
$975K -$20.2K -59 -2%
NPFS
1731
Novak & Powell Financial Services
Florida
$973K -$51K -149 -5%
AWM
1732
Aviso Wealth Management
Washington
$971K +$27.4K +80 +3%
FHA
1733
Flagship Harbor Advisors
Massachusetts
$968K +$2.4K +7 +0.3%
PCMM
1734
Piedmont Capital Management (Montana)
Montana
$965K -$3.08K -9 -0.3%
FAM
1735
Fulcrum Asset Management
United Kingdom
$965K +$916K +2,676 New
EAN
1736
Excelsior Advisor Network
Colorado
$958K +$906K +2,646 New
CBT
1737
CoreFirst Bank & Trust
Kansas
$957K +$3.42K +10 +0.4%
BWM
1738
BankPlus Wealth Management
Mississippi
$956K +$107K +314 +14%
GCP
1739
GSA Capital Partners
United Kingdom
$956K +$457K +1,334 +102%
DWAM
1740
Duncan Williams Asset Management
Tennessee
$954K +$685 +2 +0.1%
MMPW
1741
Mitchell McLeod Pugh & Williams
Alabama
$954K +$233K +682 +35%
WLIM
1742
White Lighthouse Investment Management
Massachusetts
$954K -$240K -700 -21%
DI
1743
Decision Investments
California
$952K -$1.03K -3 -0.1%
SDWMA
1744
Schneider Downs Wealth Management Advisors
Pennsylvania
$952K +$386K +1,128 +75%
PCMC
1745
Paragon Capital Management (Colorado)
Colorado
$949K – – –
FG
1746
Foster Group
Iowa
$947K +$33.9K +99 +4%
MCM
1747
Monument Capital Management
Virginia
$947K -$17.8K -52 -2%
RWM
1748
Riverbend Wealth Management
South Carolina
$945K +$63K +184 +8%
TWM
1749
Tradition Wealth Management
Minnesota
$944K +$27.7K +81 +3%
CFMC
1750
Curbstone Financial Management Corp
New Hampshire
$943K +$223K +650 +33%