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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1101
Berger Financial Group
Minnesota
$326K -$7.17K -36 -2%
TPI
1102
Trust Point Inc
Wisconsin
$325K -$316K -1,588 -50%
GC
1103
Grimes & Company
Massachusetts
$324K -$105K -525 -25%
MSWM
1104
McGlone Suttner Wealth Management
Wisconsin
$323K +$63.5K +319 +25%
SAI
1105
Savvy Advisors Inc
New York
$322K +$65.5K +329 +27%
AFP
1106
Alpha Financial Partners
Kentucky
$320K +$199 +1 +0.1%
MPM
1107
MBB Public Markets
Illinois
$320K +$310K +1,557 New
KP
1108
Keel Point
Alabama
$319K +$90.6K +455 +41%
CWM
1109
Chesapeake Wealth Management
Virginia
$317K -$47.8K -240 -13%
CS
1110
Cannell & Spears
New York
$317K -$996 -5 -0.3%
NHC
1111
Nicholas Hoffman & Company
Georgia
$316K -$199 -1 -0.1%
OAM
1112
Occidental Asset Management
California
$315K +$305K +1,532 New
MW
1113
Marcum Wealth
Ohio
$312K +$2.59K +13 +0.9%
WCWM
1114
Willow Creek Wealth Management
California
$312K – – –
ALA
1115
Atlas Legacy Advisors
California
$311K +$797 +4 +0.3%
CAM
1116
Claret Asset Management
Quebec, Canada
$310K +$199 +1 +0.1%
1SB
1117
1ST Source Bank
Indiana
$309K – – –
BC
1118
Burney Company
Virginia
$308K – – –
ARC
1119
Advisor Resource Council
Texas
$308K +$305K +1,533 New
RT
1120
Rockland Trust
Massachusetts
$307K +$46.2K +232 +18%
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$302K +$21.9K +110 +8%
GLA
1122
Good Life Advisors
Pennsylvania
$302K +$199 +1 +0.1%
LAM
1123
L2 Asset Management
Massachusetts
$301K +$30.9K +155 +12%
BTW
1124
Boston Trust Walden
Massachusetts
$301K – – –
PI
1125
PFG Investments
New York
$301K +$4.78K +24 +2%