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Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
1601
North Star Asset Management
Wisconsin
$735K +$807 +2 +0.1%
NP
1602
NorthRock Partners
Minnesota
$735K -$127K -314 -15%
ICP
1603
Interchange Capital Partners
Pennsylvania
$735K +$247K +613 +55%
CI
1604
Conning Inc
Connecticut
$731K -$45.6K -113 -6%
AA
1605
Alta Advisers
United Kingdom
$730K +$86.3K +214 +14%
FWM
1606
Focused Wealth Management
New York
$729K -$589K -1,461 -46%
EFG
1607
Ethos Financial Group
Pennsylvania
$727K +$10.1K +25 +1%
FPW
1608
Fairvoy Private Wealth
Alabama
$726K -$807 -2 -0.1%
CAM
1609
Chesapeake Asset Management
New York
$725K -$4.03K -10 -0.6%
SC
1610
Sepio Capital
Utah
$723K -$7.66K -19 -1%
IP
1611
Isthmus Partners
Wisconsin
$722K – – –
UB
1612
Umpqua Bank
Oregon
$722K +$24.2K +60 +4%
JSA
1613
Jacobson & Schmitt Advisors
Wisconsin
$720K – – –
DP
1614
DDD Partners
Washington
$720K +$1.21K +3 +0.2%
LIA
1615
LBMC Investment Advisors
Tennessee
$718K -$80.7K -200 -11%
MCM
1616
Monument Capital Management
Virginia
$717K +$10.5K +26 +2%
CGA
1617
Crescent Grove Advisors
Illinois
$716K -$7.66K -19 -1%
FDW
1618
Fourth Dimension Wealth
Ohio
$716K – – –
LI
1619
LVZ Inc
Michigan
$715K +$12.1K +30 +2%
PCM
1620
Pointe Capital Management
Michigan
$714K – – –
CBT
1621
Central Bank & Trust
Kentucky
$714K +$324K +803 +92%
FAOAI
1622
Fund Advisors of America Inc
Florida
$711K -$11.3K -28 -2%
QCIG
1623
Quad-Cities Investment Group
Iowa
$709K – – –
EW
1624
Evexia Wealth
Wisconsin
$708K +$5.24K +13 +0.8%
RPWA
1625
Regent Peak Wealth Advisors
Georgia
$708K +$1.21K +3 +0.2%