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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1051
Tyler-Stone Wealth Management
Ohio
$545K +$32.3K +150 +6%
CCFCSB
1052
Cape Cod Five Cents Savings Bank
Massachusetts
$545K +$289K +1,339 +110%
NGA
1053
Naples Global Advisors
Florida
$544K +$18.5K +86 +3%
MCM
1054
Mengis Capital Management
Oregon
$543K
ESCM
1055
Echo Street Capital Management
New York
$540K +$546K +2,534 New
HSA
1056
HBK Sorce Advisory
Pennsylvania
$539K -$45.7K -212 -8%
TPA
1057
Trivium Point Advisory
Connecticut
$539K
Cohen & Steers
1058
Cohen & Steers
New York
$538K
WI
1059
Wintrust Investments
Illinois
$538K
AIM
1060
Aspen Investment Management
Michigan
$538K +$84.1K +390 +18%
SFP
1061
Sandbox Financial Partners
Maryland
$534K +$1.94K +9 +0.4%
BPWM
1062
Badgley Phelps Wealth Managers
Washington
$533K -$27.2K -126 -5%
SC
1063
Saiph Capital
New Jersey
$533K -$30.4K -141 -5%
DI
1064
DFPG Investments
Utah
$532K +$7.11K +33 +1%
TWM
1065
Tradition Wealth Management
Minnesota
$531K -$21.6K -100 -4%
WEG
1066
World Equity Group
Illinois
$531K +$30.4K +141 +6%
CAG
1067
Csenge Advisory Group
Florida
$530K -$8.19K -38 -2%
MWM
1068
Modera Wealth Management
New Jersey
$528K -$30.2K -140 -5%
ACA
1069
Aptus Capital Advisors
Alabama
$527K +$275K +1,277 +107%
BDFN
1070
Bond & Devick Financial Network
Minnesota
$527K
WF
1071
Welch & Forbes
Massachusetts
$524K -$6.04K -28 -1%
DBIA
1072
Dumont & Blake Investment Advisors
New Jersey
$524K -$17.2K -80 -3%
FAIM
1073
Financial Advocates Investment Management
Washington
$523K -$80.4K -373 -13%
AIM
1074
Alhambra Investment Management
Florida
$523K -$11.9K -55 -2%
SCP
1075
Syntal Capital Partners
Texas
$521K +$527K +2,443 New