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Name Holding Trade Value Shares
Change
Change in
Stake
CG
951
Cynosure Group
Utah
$207K +$202K +1,402 New
NG
952
Northstar Group
New York
$207K +$203K +1,407 New
SFG
953
SevenBridge Financial Group
Pennsylvania
$205K -$16.5K -114 -8%
OFW
954
Omnia Family Wealth
Florida
$204K -$1.59K -11 -0.8%
CAG
955
Csenge Advisory Group
Florida
$203K +$199K +1,380 New
CL
956
Choreo LLC
Illinois
$201K +$196K +1,355 New
MWM
957
Modera Wealth Management
New Jersey
$200K +$197K +1,361 New
GLI
958
Guardian Life Insurance
New York
$195K +$2.02K +14 +1%
CYG
959
Clean Yield Group
Vermont
$192K +$125K +864 +197%
MAM
960
Meeder Asset Management
Ohio
$191K +$187K +1,292 +11,745%
BG
961
Bollard Group
Massachusetts
$190K
FCB
962
First Command Bank
Texas
$189K
FCFS
963
First Command Financial Services
Texas
$189K
FGAM
964
Financial Gravity Asset Management
Texas
$186K -$38.7K -268 -18%
SIAS
965
Shine Investment Advisory Services
Colorado
$186K -$24.5K -170 -12%
ACM
966
AUA Capital Management
Pennsylvania
$184K
PMFA
967
Plante Moran Financial Advisors
Michigan
$180K -$578 -4 -0.3%
NSB
968
Norway Savings Bank
Maine
$177K
M
969
MOTCO
Texas
$176K +$44.8K +310 +35%
BAM
970
Belpointe Asset Management
Nevada
$172K -$11.3K -78 -6%
APW
971
Acima Private Wealth
Virginia
$172K
TL
972
TrueWealth LLC
Georgia
$171K -$10.8K -75 -6%
DWM
973
Destination Wealth Management
California
$166K
SSB
974
Sandy Spring Bank
Maryland
$166K +$6.93K +48 +4%
DSC
975
Duncker Streett & Co
Missouri
$164K