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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
2601
Northbridge Financial Group
Florida
$6.37M +$445K +2,019 +8%
FTC
2602
Farmers Trust Company
Ohio
$6.37M +$212K +964 +3%
CP
2603
Cornerstone Planning
North Carolina
$6.37M +$151K +687 +2%
NIM
2604
Niles Investment Management
Florida
$6.35M -$2.39M -10,841 -26%
APIM
2605
Agate Pass Investment Management
Washington
$6.35M +$15K +68 +0.2%
BFA
2606
Brown Financial Advisors
Ohio
$6.34M -$84.5K -384 -1%
CC
2607
Commons Capital
Massachusetts
$6.33M +$6.69M +30,404 New
SC
2608
Solstein Capital
California
$6.33M +$39.4K +179 +0.6%
UWS
2609
Unique Wealth Strategies
Illinois
$6.32M -$502K -2,280 -7%
MWA
2610
Medallion Wealth Advisors
Connecticut
$6.31M +$91.6K +416 +1%
CAC
2611
Certified Advisory Corp
Florida
$6.31M -$102K -463 -2%
OC
2612
Oarsman Capital
Wisconsin
$6.31M +$406K +1,842 +6%
BB
2613
Berkshire Bank
Massachusetts
$6.3M -$308K -1,398 -4%
WI
2614
WrapManager Inc
California
$6.3M -$142K -645 -2%
KF
2615
KKM Financial
Illinois
$6.3M
SIC
2616
Sterling Investment Counsel
New York
$6.3M +$68.3K +310 +1%
WWM
2617
Waterway Wealth Management
Texas
$6.29M +$1.49M +6,754 +29%
MP
2618
McDonald Partners
Ohio
$6.28M +$4.21M +19,141 +174%
LWMM
2619
Legacy Wealth Management (Mississippi)
Mississippi
$6.28M -$287K -1,303 -4%
GAAM
2620
Guinness Atkinson Asset Management
California
$6.28M +$794K +3,606 +14%
GFG
2621
Genesis Financial Group
New Jersey
$6.28M -$1.09M -4,964 -14%
LOIM
2622
Liberty One Investment Management
Illinois
$6.28M +$1.82M +8,248 +38%
BCG
2623
Breakwater Capital Group
New Jersey
$6.27M +$228K +1,037 +4%
PWSG
2624
Pacific Wealth Strategies Group
California
$6.26M -$1.39M -6,292 -17%
SWM
2625
StoneCrest Wealth Management
Arizona
$6.26M -$17.6K -80 -0.3%