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Name Holding Trade Value Shares
Change
Change in
Stake
JSL
1351
JT Stratford LLC
Georgia
$637K +$129K +3,390 +26%
BCMO
1352
Buckingham Capital Management (Ohio)
Ohio
$636K +$116K +3,059 +23%
AWM
1353
Aries Wealth Management
Maine
$635K +$51.2K +1,345 +9%
ECM
1354
Estabrook Capital Management
New York
$633K +$286K +7,512 +86%
GAM
1355
Griffin Asset Management
New York
$631K -$1.26K -33 -0.2%
MFG
1356
Merit Financial Group
Georgia
$629K +$12.1K +317 +2%
EWM
1357
Empirical Wealth Management
Washington
$628K +$1.41K +37 +0.2%
NAM
1358
North American Management
Massachusetts
$627K -$5.94K -156 -1%
PIA
1359
Pinion Investment Advisors
Kansas
$626K -$17.9K -470 -3%
GIM
1360
Goelzer Investment Management
Indiana
$625K -$14.9K -390 -2%
MGIA
1361
Moneta Group Investment Advisors
Missouri
$625K +$134K +3,527 +28%
TI
1362
tru Independence
Oregon
$625K +$468K +12,290 +328%
MA
1363
Mutual Advisors
Nebraska
$622K +$141K +3,692 +30%
SW
1364
SkyOak Wealth
Michigan
$617K -$267 -7 -0%
IAIM
1365
International Assets Investment Management
Florida
$617K +$24.9K +653 +4%
AssetMark Inc
1366
AssetMark Inc
California
$614K -$197K -5,168 -25%
MCM
1367
Maryland Capital Management
Maryland
$611K +$58.9K +1,546 +11%
BPA
1368
Beacon Pointe Advisors
California
$611K +$141K +3,713 +31%
MFG
1369
Magnus Financial Group
New York
$607K +$53.9K +1,416 +10%
CRC
1370
Curi RMB Capital
Illinois
$604K -$363K -9,519 -38%
CNB
1371
Camden National Bank
Maine
$603K -$95.5K -2,507 -14%
APP
1372
Avantax Planning Partners
Iowa
$602K -$369K -9,700 -39%
CBFP
1373
Cedar Brook Financial Partners
Ohio
$601K -$952 -25 -0.2%
NRS
1374
Neville Rodie & Shaw
New York
$601K – – –
PWMG
1375
Prestige Wealth Management Group
New Jersey
$600K +$61.4K +1,612 +12%