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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1201
SHP Wealth Management
Massachusetts
$333K +$20.3K +72 +6%
PWMG
1202
Pinnacle Wealth Management Group
Michigan
$333K
PWG
1203
Portside Wealth Group
Utah
$333K +$89.2K +316 +34%
OCM
1204
One Capital Management
California
$333K -$5.64K -20 -2%
VCM
1205
Vision Capital Management
Oregon
$333K -$282 -1 -0.1%
RIG
1206
Renaissance Investment Group
Massachusetts
$333K +$12.1K +43 +4%
7WCP
1207
71 West Capital Partners
Massachusetts
$331K +$73.4K +260 +26%
Simplex Trading
1208
Simplex Trading
Illinois
$331K +$351K +1,244 New
EAM
1209
Empirical Asset Management
Massachusetts
$330K +$282 +1 +0.1%
IA
1210
IFP Advisors
Florida
$329K +$7.06K +25 +2%
FP
1211
Financial Perspectives
Minnesota
$329K +$282 +1 +0.1%
BB
1212
Bell Bank
North Dakota
$329K -$53.3K -189 -13%
LNB
1213
Ledyard National Bank
$326K +$3.39K +12 +1%
CFO
1214
Cambient Family Office
Michigan
$325K +$27.9K +99 +9%
B
1215
Bayban
Minnesota
$324K -$116K -410 -25%
FHC
1216
First Horizon Corporation
Tennessee
$324K +$3.95K +14 +1%
PFA
1217
Pure Financial Advisors
California
$323K +$32.5K +115 +10%
FA
1218
Fiduciary Alliance
South Carolina
$323K +$15.5K +55 +5%
CWM
1219
Cornerstone Wealth Management
Missouri
$323K +$343K +1,214 New
CNC
1220
Canandaigua National Corp
New York
$320K +$340K +1,204 New
TP
1221
Tranquility Partners
Tennessee
$317K -$564 -2 -0.2%
CWG
1222
Cornerstone Wealth Group
North Carolina
$317K +$23.4K +83 +8%
HC
1223
Hamilton Capital
Ohio
$317K -$81.3K -288 -19%
LL
1224
LPWM LLC
Minnesota
$316K
PL
1225
Parthenon LLC
Kentucky
$315K