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Name Holding Trade Value Shares
Change
Change in
Stake
NWP
1401
Northstar Wealth Partners
Connecticut
$278K -$9.4K -250 -4%
DSI
1402
Daiwa SB Investments
Japan
$278K +$30.1K +800 +13%
JCM
1403
Jacobi Capital Management
Pennsylvania
$277K -$44.9K -1,195 -15%
MMHP
1404
Murphy Middleton Hinkle & Parker
Georgia
$275K +$258K +6,867 New
JGIA
1405
Jackson Grant Investment Advisers
Connecticut
$274K -$4.25K -113 -2%
RE
1406
RBC Europe
United Kingdom
$274K
VFA
1407
Valeo Financial Advisors
Indiana
$273K +$30.8K +818 +14%
ECM
1408
Evergreen Capital Management
Washington
$273K +$256K +6,821 New
SAM
1409
SignalPoint Asset Management
Missouri
$271K +$21K +559 +9%
GAG
1410
GM Advisory Group
New York
$271K +$49.8K +1,324 +24%
EDRH
1411
Edmond de Rothschild Holding
Switzerland
$270K -$233K -6,199 -48%
SIP
1412
Stoneridge Investment Partners
Pennsylvania
$269K -$2.62M -69,598 -91%
MPI
1413
Mairs & Power Inc
Minnesota
$269K
AI
1414
Accredited Investors
Minnesota
$269K +$50.7K +1,349 +25%
SGK
1415
Steigerwald Gordon & Koch
Virginia
$268K -$1.2K -32 -0.5%
PGA
1416
Portland Global Advisors
Maine
$268K
AWM
1417
Aevitas Wealth Management
Massachusetts
$268K +$252K +6,700 New
NFG
1418
Next Financial Group
Texas
$267K -$519K -13,816 -67%
LFA
1419
Legacy Financial Advisors
Kentucky
$267K +$251K +6,686 New
SC
1420
Searle & Co
Connecticut
$265K
PMG
1421
ProVise Management Group
Florida
$264K -$26.3K -700 -10%
PGA
1422
Premia Global Advisors
Florida
$264K +$248K +6,610 New
NFG
1423
Nations Financial Group
Iowa
$263K -$64.4K -1,712 -21%
DPI
1424
Diversified Portfolios Inc
Michigan
$263K +$9.85K +262 +4%
EAM
1425
Eagle Asset Management
Florida
$260K -$160K -4,259 -39%