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Name Holding Trade Value Shares
Change
Change in
Stake
CSWG
2701
Cardinal Strategic Wealth Guidance
Kentucky
$371K +$356K +4,020 New
BOC
2702
Barbara Oil Co
Illinois
$370K -$354K -4,000 -50%
MFS
2703
Madrona Financial Services
Washington
$370K +$3.54K +40 +1%
SLG
2704
Stanley-Laman Group
Pennsylvania
$368K -$260K -2,940 -42%
SL
2705
Signition LP
New York
$368K -$3.54K -40 -1%
FNBTCON
2706
First National Bank & Trust Co of Newtown
Pennsylvania
$368K +$8.85K +100 +3%
PS
2707
Portfolio Solutions
Michigan
$368K +$352K +3,980 New
SLA
2708
Silver Lake Advisory
Utah
$366K -$5.31K -60 -1%
TAM
2709
Trillium Asset Management
Massachusetts
$366K +$350K +3,960 New
CIM
2710
Confluence Investment Management
Missouri
$365K
UWM
2711
USAdvisors Wealth Management
Minnesota
$365K +$35.4K +400 +11%
WA
2712
WESPAC Advisors
California
$364K +$1.77K +20 +0.5%
EARNEST Partners
2713
EARNEST Partners
Georgia
$364K +$7.08K +80 +2%
PAM
2714
Pegasus Asset Management
New York
$364K +$8.85K +100 +3%
SQA
2715
Simon Quick Advisors
New Jersey
$364K +$108K +1,220 +45%
DPI
2716
Diversified Portfolios Inc
Michigan
$362K
HIS
2717
Horizon Investment Services
Indiana
$362K
TIA
2718
Traphagen Investment Advisors
New Jersey
$360K -$26.6K -300 -7%
CAG
2719
Csenge Advisory Group
Florida
$360K -$33.6K -380 -9%
SNBOSD
2720
Security National Bank of So Dak
Iowa
$360K -$1.77K -20 -0.5%
FFG
2721
Fortem Financial Group
California
$360K
PVWM
2722
Point View Wealth Management
New Jersey
$358K -$278K -3,140 -45%
IP
2723
Investment Partners
Ohio
$357K -$81.4K -920 -19%
TAM
2724
Trust Asset Management
Texas
$355K -$23K -260 -6%
EL
2725
Envoi LLC
Minnesota
$355K +$340K +3,840 New