Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
2126
Jay A. Fishman Ltd
Michigan
$609K -$24.9K -500 -4%
NVCHI
2127
New Vernon Capital Holdings II
New Jersey
$609K +$20.6K +413 +4%
BIG
2128
Brooklyn Investment Group
New York
$608K -$17.5K -350 -3%
WGC
2129
Watts Gwilliam & Co
Arizona
$608K +$620K +12,420 New
PMG
2130
ProVise Management Group
Florida
$608K -$812K -16,268 -57%
HP
2131
Hyperion Partners
Pennsylvania
$608K -$7.33K -147 -1%
BW
2132
Basepoint Wealth
Iowa
$606K +$78.4K +1,572 +15%
FWM
2133
Focused Wealth Management
New York
$604K -$14.2K -285 -2%
LA
2134
Legacy Advisors
Pennsylvania
$604K -$21K -421 -3%
NRC
2135
New Republic Capital
North Carolina
$603K +$16.2K +324 +3%
OA
2136
Operose Advisors
Wisconsin
$602K +$385K +7,725 +179%
FWA
2137
FSM Wealth Advisors
Ohio
$601K +$28.3K +568 +5%
CFS
2138
CRA Financial Services
New Jersey
$600K -$649 -13 -0.1%
MI
2139
Motiv8 Investments
Florida
$600K +$63.5K +1,272 +12%
SL
2140
Salomon & Ludwin
Virginia
$600K +$7.98K +160 +1%
GCIA
2141
Gabelli & Co Investment Advisers
New York
$599K – – –
EB
2142
Exchange Bank
California
$598K -$21K -420 -3%
GG
2143
Greenwood Gearhart
Arkansas
$598K +$7.48K +150 +1%
AFG
2144
Allegheny Financial Group
Pennsylvania
$592K -$74.1K -1,485 -11%
WDG
2145
Wealth Dimensions Group
Ohio
$592K -$9.63K -193 -2%
ATWA
2146
Arbor Trust Wealth Advisors
Michigan
$591K -$29.2K -585 -5%
BCM
2147
BluePath Capital Management
Georgia
$590K +$138K +2,763 +30%
HNWAG
2148
High Net Worth Advisory Group
Florida
$590K -$46.3K -927 -7%
GCA
2149
Greenwood Capital Associates
South Carolina
$589K -$9.29M -186,249 -94%
PCMC
2150
Paragon Capital Management (Colorado)
Colorado
$588K -$121K -2,421 -17%