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Name Holding Trade Value Shares
Change
Change in
Stake
CG
651
Colony Group
Massachusetts
$375K +$302K +7,149 New
NHC
652
Nicholas Hoffman & Company
Georgia
$374K -$747K -17,680 -71%
NB
653
Nicolet Bankshares
Wisconsin
$373K -$6.93K -164 -2%
SPIA
654
Steward Partners Investment Advisory
New York
$369K +$22.9K +542 +8%
BCM
655
Birmingham Capital Management
Alabama
$367K
RI
656
Ridgewood Investments
New Jersey
$367K
MCM
657
Manchester Capital Management
Vermont
$364K
MA
658
MUFG Americas
New York
$361K -$33K -781 -10%
BW
659
Bison Wealth
Georgia
$358K -$7.57K -179 -3%
DT
660
Diversified Trust
Tennessee
$357K +$287K +6,797 New
AII
661
AGF Investments Inc
Ontario, Canada
$355K +$286K +6,771 New
WF
662
Welch & Forbes
Massachusetts
$354K +$286K +6,754 New
HAG
663
HighPoint Advisor Group
Illinois
$352K +$9.81K +232 +4%
SAG
664
Spotlight Asset Group
Illinois
$347K -$14K -331 -5%
FCI
665
Financial Counselors Inc
Kansas
$347K +$279K +6,607 New
OBGC
666
O'Brien Greene & Co
Pennsylvania
$344K +$277K +6,558 New
EH
667
Employers Holdings
Nevada
$334K -$141K -3,335 -34%
CCP
668
Corient Capital Partners
California
$331K -$61.3K -1,450 -19%
PFG
669
PAX Financial Group
Texas
$329K +$266K +6,281 New
MCG
670
MACRO Consulting Group
New Jersey
$327K
MFS
671
Mirabella Financial Services
United Kingdom
$327K +$263K +6,225 New
MAA
672
Mraz Amerine & Associates
California
$325K +$262K +6,200 New
PAMG
673
Patton Albertson Miller Group
Tennessee
$318K +$257K +6,068 New
PWM
674
PRW Wealth Management
Massachusetts
$314K +$253K +5,985 New
QIM
675
Quest Investment Management
Oregon
$314K +$253K +5,990 New