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Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
2151
J.M. Forbes & Co
Massachusetts
$599K – – –
HFM
2152
Harvest Fund Management
China
$599K +$42.6K +873 +8%
BTIM
2153
BancFirst Trust & Investment Management
Oklahoma
$596K – – –
JCIA
2154
Jackson Creek Investment Advisors
Colorado
$595K +$334K +6,835 +150%
CCP
2155
Cassia Capital Partners
North Carolina
$595K -$12.6K -257 -2%
MFGM
2156
Marshall Financial Group (Maryland)
Maryland
$595K -$1.13M -23,187 -67%
FBB
2157
Fulton Breakefield Broenniman
Maryland
$593K -$51.3K -1,050 -8%
3F
2158
360 Financial
Minnesota
$590K +$6.64K +136 +1%
CG
2159
Clifford Group
Massachusetts
$590K +$551K +11,289 New
NFC
2160
Northeast Financial Consultants
Connecticut
$590K – – –
FAFN
2161
First Affirmative Financial Network
Colorado
$590K +$17.7K +362 +3%
SWM
2162
Seed Wealth Management
Illinois
$589K – – –
Members Trust
2163
Members Trust
Florida
$589K -$4.39K -90 -0.8%
ME
2164
McIlrath & Eck
Washington
$588K +$61.6K +1,262 +13%
CFS
2165
CRA Financial Services
New Jersey
$588K +$26.1K +534 +5%
NF
2166
Norwood Financial
Pennsylvania
$587K – – –
CHAM
2167
Clear Harbor Asset Management
Connecticut
$586K +$238K +4,875 +77%
KFC
2168
Klingenstein Fields & Co
New York
$586K -$250K -5,111 -31%
FSC
2169
Full Sail Capital
Oklahoma
$585K +$6.25K +128 +1%
TWA
2170
TCI Wealth Advisors
Arizona
$585K +$586 +12 +0.1%
CWA
2171
CM Wealth Advisors
Ohio
$585K +$9.38K +192 +2%
MA
2172
Mezzasalma Advisors
New Jersey
$584K -$4.88K -100 -0.9%
GA
2173
GraniteShares Advisors
New York
$583K -$52.5K -1,075 -9%
MRCM
2174
M&R Capital Management
New Jersey
$583K +$208K +4,256 +62%
JFL
2175
Jarislowsky, Fraser Ltd
Quebec, Canada
$583K +$9.77K +200 +2%