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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
951
SevenBridge Financial Group
Pennsylvania
$530K
DWP
952
Daymark Wealth Partners
Ohio
$529K +$83.4K +501 +19%
TF
953
Tompkins Financial
New York
$528K -$6.66K -40 -1%
FAIM
954
Financial Advocates Investment Management
Washington
$528K +$29K +174 +6%
JIP
955
Jaffetilchin Investment Partners
Florida
$524K -$14.5K -87 -3%
BDFN
956
Bond & Devick Financial Network
Minnesota
$522K
V
957
ViaWealth
Kansas
$521K
ADMI
958
Albert D. Mason Inc
Massachusetts
$521K -$2.33K -14 -0.5%
VSQM
959
V-Square Quantitative Management
Illinois
$520K +$505K +3,036 New
CFA
960
Capstone Financial Advisors
Illinois
$519K
MIP
961
Marietta Investment Partners
Wisconsin
$518K +$15K +90 +3%
PTC
962
Philadelphia Trust Company
Pennsylvania
$514K
GSB
963
Greenfield Savings Bank
Massachusetts
$514K +$17.1K +103 +4%
MG
964
Mather Group
Illinois
$509K -$6.99K -42 -1%
MFGM
965
Marshall Financial Group (Maryland)
Maryland
$508K +$56.1K +337 +13%
O
966
Ossiam
France
$508K +$118K +711 +32%
PNC
967
Park National Corp
Ohio
$508K +$80.4K +483 +19%
SIM
968
Stratos Investment Management
Ohio
$507K -$42K -252 -8%
IA
969
IFG Advisory
Georgia
$504K -$27.6K -166 -5%
UAML
970
US Asset Management LLC
Pennsylvania
$504K -$2K -12 -0.4%
ZIM
971
Zacks Investment Management
Illinois
$503K +$34K +204 +7%
DCM
972
Dudley Capital Management
Virginia
$501K
GAM
973
Gemmer Asset Management
California
$499K +$1.17K +7 +0.2%
TW
974
Transform Wealth
Colorado
$498K -$45.6K -274 -9%
T
975
TCWP
Ohio
$494K -$7.16K -43 -1%