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Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
1001
Marshall Financial Group (Maryland)
Maryland
$413K -$66.7K -435 -14%
SW
1002
SteelPeak Wealth
California
$412K +$403K +2,626 New
SC
1003
Saiph Capital
New Jersey
$411K -$11K -72 -3%
ACM
1004
Allred Capital Management
Texas
$408K +$9.96K +65 +3%
OCG
1005
Opus Capital Group
Ohio
$407K +$73.1K +477 +23%
PWM
1006
Perigon Wealth Management
California
$407K +$397K +2,590 New
DWP
1007
Daymark Wealth Partners
Ohio
$406K +$396K +2,586 New
CIM
1008
Contravisory Investment Management
Massachusetts
$401K +$89.5K +584 +30%
MCM
1009
Mengis Capital Management
Oregon
$399K
AIM
1010
Alhambra Investment Management
Florida
$398K -$23K -150 -6%
SCM
1011
Shelton Capital Management
Colorado
$397K -$167K -1,087 -30%
1SB
1012
1ST Source Bank
Indiana
$397K -$19.3K -126 -5%
IA
1013
IFP Advisors
Florida
$396K -$218K -1,425 -22%
NAS
1014
Nicolet Advisory Services
Wisconsin
$395K +$369K +2,409 New
GW
1015
GW & Wade
Massachusetts
$395K +$57.3K +374 +17%
BWM
1016
BerganKDV Wealth Management
Minnesota
$395K -$13.3K -87 -3%
TIA
1017
Traphagen Investment Advisors
New Jersey
$394K -$43.1K -281 -10%
LFA
1018
Legacy Financial Advisors
Kentucky
$390K +$381K +2,486 New
BBHC
1019
Brown Brothers Harriman & Co
New York
$390K -$24.8K -162 -6%
EWM
1020
Empirical Wealth Management
Washington
$390K +$613 +4 +0.2%
ACM
1021
AUA Capital Management
Pennsylvania
$390K +$1.07K +7 +0.3%
PNC
1022
Park National Corp
Ohio
$389K -$2.76K -18 -0.7%
WF
1023
Welch & Forbes
Massachusetts
$389K +$30.7K +200 +9%
ACM
1024
Alethea Capital Management
Washington
$385K
WI
1025
Wintrust Investments
Illinois
$384K +$41.5K +271 +12%