Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2226
Oxford Financial Group
Indiana
$588K -$9.42K -165 -2%
AFM
2227
Aspetuck Financial Management
Connecticut
$588K +$567K +9,932 New
HFAS
2228
Hummer Financial Advisory Services
Illinois
$588K – – –
GG
2229
Greenwood Gearhart
Arkansas
$587K -$65.3K -1,143 -10%
EFG
2230
Ethos Financial Group
Pennsylvania
$587K -$7.48K -131 -1%
BCG
2231
BayBridge Capital Group
California
$587K +$6.91K +121 +1%
RA
2232
Rise Advisors
New York
$587K -$22.8K -400 -4%
ST
2233
Sabal Trust
Florida
$581K +$40.9K +716 +8%
AFM
2234
Armstrong Fleming & Moore
District of Columbia
$581K +$57 +1 +0%
LA
2235
Lakeside Advisors
Washington
$581K -$33.4K -585 -6%
WRPWM
2236
Werba Rubin Papier Wealth Management
California
$580K +$35K +612 +7%
TDB
2237
Thompson David Blair
$580K +$559K +9,794 New
FPGK
2238
Financial Partners Group (Kansas)
Kansas
$578K +$2.57K +45 +0.5%
FB
2239
First Bancorp
Maine
$577K -$1.54K -27 -0.3%
EIA
2240
Edgemoor Investment Advisors
Maryland
$576K -$11.4K -200 -2%
CH
2241
Canton Hathaway
Rhode Island
$576K -$7.54K -132 -1%
WCG
2242
Weaver Consulting Group
California
$575K -$7.03K -123 -1%
MWM
2243
Mindset Wealth Management
Indiana
$574K -$80K -1,400 -13%
PWM
2244
Partnership Wealth Management
Maryland
$574K – – –
WCM
2245
Windsor Capital Management
Arizona
$574K -$66.4K -1,163 -11%
FNBSF
2246
First National Bank Sioux Falls
South Dakota
$573K – – –
RB
2247
Renasant Bank
Mississippi
$572K +$57.3K +1,003 +12%
WMA
2248
West Michigan Advisors
Michigan
$569K -$56.1K -983 -9%
SPL
2249
Smart Portfolios LLC
Washington
$567K -$25K -437 -4%
Fiera Capital (Canada)
2250
Fiera Capital (Canada)
Quebec, Canada
$567K -$211K -3,700 -28%