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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1051
Chesapeake Wealth Management
Virginia
$247K +$248K +1,800 New
FFG
1052
Frisch Financial Group
New York
$246K +$247K +1,794 New
FANJ
1053
Financial Architects (New Jersey)
New Jersey
$243K +$143K +1,041 +142%
RMCM
1054
Reynders McVeigh Capital Management
Massachusetts
$242K +$243K +1,766 New
GFS
1055
GYL Financial Synergies
Connecticut
$242K +$243K +1,769 New
CGL
1056
Clarius Group LLC
Washington
$239K +$240K +1,747 New
KIA
1057
Kopp Investment Advisors
Minnesota
$236K +$36.7K +267 +18%
OIA
1058
Optimum Investment Advisors
Illinois
$234K -$61.9K -450 -21%
NF
1059
Nikulski Financial
Iowa
$234K +$34.4K +250 +17%
VWM
1060
Venturi Wealth Management
Texas
$234K +$247K +1,796 New
CS
1061
Comerica Securities
Michigan
$233K +$22.4K +163 +11%
CBA
1062
Coastal Bridge Advisors
Connecticut
$233K +$48.1K +350 +26%
QCG
1063
Quadrant Capital Group
Ohio
$233K +$63.5K +462 +35%
P
1064
&Partners
Tennessee
$232K +$233K +1,692 New
BCCM
1065
Bridge Creek Capital Management
Massachusetts
$232K +$233K +1,693 New
BDS
1066
Banco de Sabadell
Florida
$231K -$206K -1,500 -47%
WCA
1067
Westover Capital Advisors
Delaware
$231K -$11.1K -81 -5%
FWCM
1068
Ferguson Wellman Capital Management
Oregon
$230K
Fiera Capital (Canada)
1069
Fiera Capital (Canada)
Quebec, Canada
$229K
MAFM
1070
Mid Atlantic Financial Management
Pennsylvania
$229K +$230K +1,673 New
DCM
1071
Donaldson Capital Management
Indiana
$227K -$75.4K -548 -25%
LHC
1072
Little House Capital
Massachusetts
$227K +$228K +1,657 New
PIM
1073
Parker Investment Management
California
$226K -$963K -7,000 -81%
WWM
1074
Willingdon Wealth Management
North Carolina
$226K -$89.4K -650 -28%
PA
1075
Parkside Advisors
California
$226K -$6.05K -44 -3%