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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
1751
Stonehage Fleming Financial Services
Jersey
$403K
PWM
1752
Paulson Wealth Management
Illinois
$403K +$21K +436 +5%
UL
1753
Unionview LLC
Washington
$402K +$8K +166 +2%
CAG
1754
Compass Advisory Group
New York
$400K +$941K +19,540 +5%
DPI
1755
Diversified Portfolios Inc
Michigan
$399K +$41.1K +854 +11%
CPIG
1756
Chicago Partners Investment Group
Illinois
$399K +$73.7K +1,531 +19%
RRCM
1757
Rappaport Reiches Capital Management
Illinois
$398K +$142K +2,943 +53%
RHBC
1758
R.H. Bluestein & Co
Michigan
$398K -$523K -10,865 -56%
MAA
1759
Mraz Amerine & Associates
California
$398K
BMCM
1760
Bryn Mawr Capital Management
Pennsylvania
$397K +$208K +4,319 +104%
MA
1761
MCF Advisors
Kentucky
$397K +$408K +8,471 New
ICP
1762
Interchange Capital Partners
Pennsylvania
$396K -$35.8K -743 -8%
SRC
1763
Shufro Rose & Co
New York
$396K +$23.6K +490 +6%
SAM
1764
Silphium Asset Management
United Kingdom
$395K +$202K +4,200 +99%
AFPL
1765
Advus Financial Partners, LLC
Florida
$393K +$404K +8,395 New
BSI
1766
Bennett Selby Investments
Maine
$393K
NFG
1767
Nations Financial Group
Iowa
$393K +$126K +2,623 +45%
FM
1768
Family Management
New York
$392K -$31.8K -661 -7%
RIA
1769
Realta Investment Advisors
Delaware
$392K -$23.1K -479 -5%
NLP
1770
Next Level Private
New York
$392K -$4.19K -87 -1%
FP
1771
Financial Perspectives
Minnesota
$391K +$36.5K +757 +10%
FWM
1772
Fairhaven Wealth Management
Illinois
$391K +$4.43K +92 +1%
LC
1773
Lavaca Capital
Texas
$389K -$66K -1,371 -14%
ZF
1774
Zhang Financial
Michigan
$389K
OWA
1775
Opal Wealth Advisors
New York
$389K +$24.2K +503 +6%