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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2301
Oxford Financial Group
Indiana
$514K -$251K -4,659 -33%
MM
2302
MQS Management
New York
$513K +$515K +9,550 New
PBO
2303
Peoples Bank (Ohio)
Ohio
$513K +$125K +2,320 +32%
PWM
2304
Palumbo Wealth Management
New York
$512K +$231K +4,279 +82%
ECM
2305
EagleClaw Capital Management
Massachusetts
$511K +$32.4K +600 +7%
AWA
2306
Acorn Wealth Advisors
Michigan
$511K -$5.83K -108 -1%
B
2307
Bellecapital
Switzerland
$509K +$6.1K +113 +1%
SMWM
2308
Silvia McColl Wealth Management
California
$508K
HAS
2309
HBW Advisory Services
California
$507K +$33.3K +617 +7%
SPWG
2310
Sage Private Wealth Group
Illinois
$507K +$9.23K +171 +2%
MGWM
2311
Marks Group Wealth Management
Minnesota
$507K -$12.2K -226 -2%
PRC
2312
Pearl River Capital
Michigan
$506K +$508K +9,414 New
OTL
2313
Oak Thistle LLC
New York
$505K +$507K +9,398 New
AWM
2314
Aprio Wealth Management
Georgia
$502K +$182K +3,370 +57%
RA
2315
Ruggaard & Associates
Ohio
$501K -$16.2K -300 -3%
CTC
2316
Corundum Trust Company
South Dakota
$500K -$1.24K -23 -0.2%
PIMG
2317
Patriot Investment Management Group
Tennessee
$499K -$9.44K -175 -2%
AWA
2318
AmeriServ Wealth Advisors
Pennsylvania
$499K
ACM
2319
Arcataur Capital Management
Wisconsin
$499K
AA
2320
Aire Advisors
California
$498K +$92.7K +1,718 +23%
DCM
2321
Dimension Capital Management
Florida
$497K -$32.3K -599 -6%
KIA
2322
KLR Investment Advisors
Rhode Island
$497K -$22.1K -410 -4%
Members Trust
2323
Members Trust
Florida
$495K
FMN
2324
Financial Management Network
California
$494K +$2.27K +42 +0.5%
KCFA
2325
Key Client Fiduciary Advisors
New Jersey
$493K -$40K -742 -7%