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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
801
Summit Financial Strategies
Ohio
$744K +$785K +3,612 New
ZB
802
Zions Bancorporation
Utah
$740K +$77.4K +356 +11%
OFS
803
Orrstown Financial Services
Pennsylvania
$738K -$75.9K -349 -9%
VCA
804
Verdence Capital Advisors
Maryland
$736K +$260K +1,198 +50%
HA
805
Harfst & Associates
Wyoming
$733K -$80.6K -371 -9%
EWM
806
Elmwood Wealth Management
California
$730K
MWM
807
Minot Wealth Management
Massachusetts
$726K -$442K -2,035 -37%
MFA
808
Mayflower Financial Advisors
Massachusetts
$719K -$83.2K -383 -10%
PA
809
Pinnacle Associates
New York
$716K +$76.3K +351 +11%
NCM
810
Next Capital Management
New York
$713K +$191K +880 +36%
AIC
811
Argus Investors Counsel
New York
$712K +$29.3K +135 +4%
SCI
812
Stableford Capital II
Arizona
$711K +$90.8K +418 +14%
AJ
813
Ashburton (Jersey)
Jersey
$708K -$71.5K -329 -9%
AAM
814
Arabesque Asset Management
United Kingdom
$708K +$747K +3,437 New
PP
815
Palladium Partners
Virginia
$703K -$30.2K -139 -4%
GWAM
816
Guardian Wealth Advisors (Minnesota)
Minnesota
$703K -$10K -46 -1%
BAM
817
Belpointe Asset Management
Nevada
$703K +$91.7K +422 +14%
CSPAM
818
Cary Street Partners Asset Management
Virginia
$702K
TC
819
Telemus Capital
Michigan
$700K +$17K +78 +2%
HIC
820
Harvey Investment Company
Kentucky
$699K -$609K -2,800 -45%
BPCE
821
Bank Pictet & Cie (Europe)
Germany
$696K -$309K -1,423 -30%
MC
822
Machina Capital
France
$693K +$470K +2,164 +180%
OSAM
823
O'Shaughnessy Asset Management
Connecticut
$683K +$331K +1,524 +85%
SAM
824
Sabadell Asset Management
Spain
$683K +$720K +3,314 New
SG
825
Somerset Group
Minnesota
$680K +$5.22K +24 +0.7%