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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
826
Barber Financial Group
Kansas
$268K +$39.8K +231 +17%
AOWM
827
Alpha Omega Wealth Management
Virginia
$267K +$277K +1,610 New
BHTS
828
Bar Harbor Trust Services
Maine
$266K – – –
MMG
829
Monetary Management Group
Missouri
$265K +$68.9K +400 +33%
CG
830
Caprock Group
Idaho
$264K +$47.4K +275 +21%
IC
831
IEQ Capital
California
$264K +$73.5K +427 +37%
NFG
832
Nations Financial Group
Iowa
$264K +$274K +1,591 New
EF
833
Empirical Finance
Pennsylvania
$263K +$15.3K +89 +6%
LIM
834
Longfellow Investment Management
Massachusetts
$262K – – –
CCP
835
Corient Capital Partners
California
$262K +$11.5K +67 +4%
HI
836
Horizon Investments
North Carolina
$260K -$1.47M -8,509 -84%
APP
837
Alpha Paradigm Partners
Illinois
$260K -$457K -2,655 -63%
BCM
838
Birch Capital Management
Texas
$259K – – –
TCWM
839
Total Clarity Wealth Management
Illinois
$259K – – –
EFS
840
Essex Financial Services
Connecticut
$258K – – –
AA
841
Addison Advisors
Vermont
$257K – – –
WOC
842
West Oak Capital
California
$255K +$21.5K +125 +9%
JWCA
843
J.W. Cole Advisors
Florida
$254K -$28.9K -168 -10%
VCA
844
Verdence Capital Advisors
Maryland
$252K +$172 +1 +0.1%
VFA
845
Valeo Financial Advisors
Indiana
$251K +$25K +145 +11%
PP
846
Palladium Partners
Virginia
$250K – – –
SFG
847
SevenBridge Financial Group
Pennsylvania
$250K – – –
SA
848
Strategic Advisors
New York
$249K -$10.8K -63 -4%
CAM
849
Concorde Asset Management
Michigan
$248K -$103K -596 -28%
HA
850
Hamel Associates
New Jersey
$248K – – –