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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1251
Ropes Wealth Advisors
Massachusetts
$607K +$117K +1,203 +26%
SS
1252
Simplicity Solutions
Minnesota
$606K -$465K -4,786 -45%
JFA
1253
Johanson Financial Advisors
California
$603K +$51.6K +531 +10%
CFA
1254
Carroll Financial Associates
North Carolina
$601K +$103K +1,063 +22%
PMFA
1255
Plante Moran Financial Advisors
Michigan
$591K -$583 -6 -0.1%
DCM
1256
Dynamic Capital Management
Jersey
$590K +$553K +5,692 New
WRM
1257
Weybosset Research & Management
Rhode Island
$586K – – –
CCG
1258
Chatham Capital Group
Georgia
$581K – – –
WF
1259
WealthTrust Fairport
Ohio
$576K -$19.5K -201 -3%
SFG
1260
SevenBridge Financial Group
Pennsylvania
$575K +$5.8M +59,645 New
PHS
1261
Pekin Hardy Strauss
Illinois
$574K +$15K +154 +3%
EMB
1262
Elefante Mark B
$572K +$192K +1,970 +56%
BA
1263
Birinyi Associates
Connecticut
$571K -$97.2K -1,000 -15%
FWSM
1264
First Wilshire Securities Management
California
$565K – – –
BWM
1265
Biltmore Wealth Management
Arizona
$562K -$12.3K -126 -2%
JSAM
1266
J. Safra Asset Management
New York
$560K -$148K -1,522 -22%
MHS
1267
M Holdings Securities
Oregon
$560K +$7.1K +73 +1%
BC
1268
Brinker Capital
Pennsylvania
$559K +$111K +1,142 +27%
CCA
1269
Catalyst Capital Advisors
New York
$557K +$522K +5,370 New
LMAM
1270
Legg Mason Asset Management
Japan
$550K -$1.62M -16,700 -76%
Fuller & Thaler Asset Management
1271
Fuller & Thaler Asset Management
California
$550K -$1.21M -12,400 -70%
PG
1272
Patten Group
Tennessee
$549K +$13.6K +140 +3%
BHBT
1273
Burke & Herbert Bank & Trust
Virginia
$548K +$52.1K +536 +11%
MC
1274
Miles Capital
Iowa
$538K -$6.51K -67 -1%
HCM
1275
Harvest Capital Management
New Hampshire
$535K – – –