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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Mattern Wealth Management
Kansas
$299K – – –
HG
1202
Harbor Group
New Hampshire
$299K – – –
ET
1203
Entropy Technologies
New York
$298K +$281K +1,107 New
CT
1204
Clearstead Trust
Maine
$297K -$80.3K -316 -22%
B
1205
Bellecapital
Switzerland
$296K – – –
LP
1206
LMR Partners
United Kingdom
$296K +$280K +1,100 New
AF
1207
Alerus Financial
North Dakota
$295K -$2.03K -8 -0.7%
AP
1208
Atwood & Palmer
Missouri
$294K – – –
FNT
1209
First Nebraska Trust
Nebraska
$294K – – –
HBT
1210
Heartland Bank & Trust
Illinois
$294K +$277K +1,090 New
I
1211
InceptionR
California
$293K -$805K -3,166 -74%
NAS
1212
Nicolet Advisory Services
Wisconsin
$293K +$11.9K +47 +4%
BCA
1213
Bay Colony Advisors
Massachusetts
$292K +$276K +1,085 New
AG
1214
AIA Group
Hong Kong
$292K -$15.5K -61 -5%
TPI
1215
Trust Point Inc
Wisconsin
$292K -$6.36K -25 -2%
FA
1216
Fedenia Advisers
Wisconsin
$292K -$1.52K -6 -0.6%
RC
1217
Rexford Capital
Texas
$290K +$274K +1,077 New
CA
1218
Claro Advisors
Massachusetts
$290K -$589K -2,317 -68%
OPA
1219
Old Port Advisors
Maine
$289K +$1.52K +6 +0.6%
GF
1220
Gries Financial
Ohio
$289K +$14.5K +57 +6%
HAM
1221
Hickory Asset Management
Ohio
$286K +$763 +3 +0.3%
RCA
1222
Resonant Capital Advisors
Wisconsin
$284K +$60K +236 +29%
PCP
1223
Proficio Capital Partners
Massachusetts
$283K +$32.5K +128 +14%
GL
1224
Gerber LLC
Ohio
$283K – – –
RCG
1225
Regatta Capital Group
California
$283K +$254 +1 +0.1%