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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
901
Brighton Jones LLC
Washington
$257K +$33.2K +50 +13%
MFG
902
MidWestOne Financial Group
Iowa
$257K +$74.4K +112 +35%
ESB
903
Essex Savings Bank
Connecticut
$257K +$36.5K +55 +14%
SIG
904
Stonegate Investment Group
Alabama
$254K +$33.2K +50 +13%
SF
905
Summit Financial
New Jersey
$254K -$12.6K -19 -4%
FWP
906
Falcon Wealth Planning
California
$253K +$285K +429 New
PA
907
PFW Advisors
Georgia
$252K
SA
908
Sunesis Advisors
Kansas
$252K +$284K +428 New
HI
909
Harrington Investments
California
$251K
FFA
910
First Foundation Advisors
California
$251K -$51.1K -77 -15%
SRC
911
Shufro Rose & Co
New York
$250K
WS
912
Wedbush Securities
California
$250K -$7.31K -11 -3%
CIG
913
Cascade Investment Group
Colorado
$250K +$12.6K +19 +5%
ZIM
914
Zacks Investment Management
Illinois
$249K +$42.5K +64 +18%
AQR Capital Management
915
AQR Capital Management
Connecticut
$249K +$281K +423 New
CCIA
916
Campbell & Co Investment Adviser
Maryland
$248K -$1.33K -2 -0.5%
BSW
917
Buckingham Strategic Wealth
Missouri
$248K +$17.9K +27 +7%
FVWA
918
Foster Victor Wealth Advisors
South Carolina
$247K +$1.99K +3 +0.7%
CA
919
Clearstead Advisors
Ohio
$246K +$150K +226 +118%
NB
920
Nicolet Bankshares
Wisconsin
$244K -$7.97K -12 -3%
LAS
921
Lloyd Advisory Services
Georgia
$242K +$274K +412 New
NG
922
Norden Group
Utah
$242K +$274K +412 New
TA
923
Tectonic Advisors
Texas
$242K +$664 +1 +0.2%
HPIA
924
Hamilton Point Investment Advisors
North Carolina
$241K +$7.97K +12 +3%
TWM
925
Tradition Wealth Management
Minnesota
$241K +$18.6K +28 +7%