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Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
1826
Northwest Quadrant Wealth Management
Oregon
$787K
MSA
1827
Marino Stram & Associates
Massachusetts
$787K +$124K +1,560 +20%
BFG
1828
Beacon Financial Group
Texas
$785K +$3.17K +40 +0.4%
WA
1829
WealthTrust Axiom
Pennsylvania
$781K
EF
1830
Exeter Financial
Arizona
$780K -$159K -2,000 -18%
LB
1831
Landmark Bank
Missouri
$779K +$727K +9,160 New
KFA
1832
Kelleher Financial Advisors
New York
$770K -$159K -2,000 -18%
MBT
1833
Monroe Bank & Trust
Michigan
$770K -$28.6K -360 -4%
AMG
1834
Asset Management Group
Connecticut
$765K -$6.35K -80 -0.9%
CJA
1835
C-J Advisory
California
$765K
NIM
1836
NuWave Investment Management
New Jersey
$765K +$714K +9,000 New
FA
1837
Fortis Advisors
Pennsylvania
$762K +$238K +3,000 +51%
CC
1838
Cedar Capital
Illinois
$760K +$108K +1,360 +18%
ED
1839
Exane Derivatives
France
$760K -$133K -1,680 -16%
PBO
1840
Peoples Bank (Ohio)
Ohio
$758K +$27K +340 +4%
KA
1841
Klingman & Associates
New York
$756K -$36.5K -460 -5%
ODG
1842
O'Dell Group
Ohio
$756K
MF
1843
Magnetar Financial
Illinois
$753K -$1.26M -15,860 -64%
AAS
1844
Annex Advisory Services
Wisconsin
$751K +$1.59K +20 +0.2%
IP
1845
Isthmus Partners
Wisconsin
$748K
HCM
1846
Hall Capital Management
Rhode Island
$746K +$111K +1,400 +19%
SAM
1847
Summit Asset Management
Tennessee
$746K +$221K +2,780 +46%
SFM
1848
Signet Financial Management
New Jersey
$741K +$33.3K +420 +5%
DJSG
1849
D.J. St. Germain
Massachusetts
$741K +$337K +4,240 +95%
IIC
1850
Integrated Investment Consultants
Michigan
$738K -$316K -3,980 -31%