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Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
1426
First Business Financial Services
Wisconsin
$719K -$13.4K -122 -2%
PL
1427
Parthenon LLC
Kentucky
$719K +$19.5K +178 +3%
PL
1428
Plancorp LLC
Missouri
$716K +$10.9K +100 +2%
PCA
1429
Peddock Capital Advisors
Massachusetts
$712K – – –
MWM
1430
Mission Wealth Management
California
$712K +$12K +110 +2%
FAM
1431
Fortaleza Asset Management
Illinois
$711K – – –
FPCM
1432
Financial Partners Capital Management
New York
$710K -$135K -1,230 -16%
PCM
1433
Peak Capital Management
Colorado
$702K +$724K +6,611 New
GA
1434
GFS Advisors
Texas
$701K +$372K +3,400 +106%
SFM
1435
Signature Financial Management
Virginia
$700K +$145K +1,325 +25%
LC
1436
LCNB Corp
Ohio
$697K -$6.02K -55 -0.8%
MLIC
1437
Mandatum Life Insurance Company
Finland
$695K -$602K -5,500 -46%
BI
1438
Bramshill Investments
Florida
$694K +$715K +6,531 New
JFGIW
1439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$692K -$851K -7,771 -54%
FCAG
1440
First Capital Advisors Group
New Jersey
$692K +$2.63K +24 +0.4%
SFS
1441
Sowell Financial Services
Arkansas
$691K +$54.6K +499 +8%
FAM
1442
Formidable Asset Management
Ohio
$684K -$22.2K -203 -3%
CWM
1443
Circle Wealth Management
New Jersey
$684K +$33.1K +302 +5%
MSS
1444
Mitchell Sinkler & Starr
Pennsylvania
$680K -$18.1K -165 -3%
BA
1445
Birinyi Associates
Connecticut
$679K +$54.8K +500 +8%
MC
1446
Middleton & Co
Massachusetts
$676K – – –
SA
1447
Sicart Associates
New York
$674K -$110K -1,000 -14%
SG
1448
StoneX Group
New York
$674K +$695K +6,345 New
EP
1449
Edgestream Partners
New Jersey
$673K +$141K +1,287 +26%
WI
1450
Wintrust Investments
Illinois
$672K +$876 +8 +0.1%