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Name Holding Trade Value Shares
Change
Change in
Stake
CASB
1601
Cape Ann Savings Bank
Massachusetts
$574K +$571K +1,605 New
RB
1602
Rodgers Brothers
Pennsylvania
$574K -$125K -350 -18%
BFC
1603
Bedel Financial Consulting
Indiana
$570K
COFSG
1604
Carbahal Olsen Financial Services Group
California
$568K -$1.42K -4 -0.3%
KWM
1605
KFG Wealth Management
Indiana
$566K +$6.41K +18 +1%
PL
1606
Perpetual Ltd
Australia
$566K -$204K -573 -27%
BBA
1607
Baader Bank Aktiengesellschaft
Germany
$564K -$1.94M -5,461 -78%
TDB
1608
Thompson David Blair
$564K +$5.69K +16 +1%
AWA
1609
AGH Wealth Advisors
Kansas
$563K +$45.9K +129 +9%
NS
1610
NBC Securities
Alabama
$563K +$72.2K +203 +15%
EFMC
1611
Empire Financial Management Company
New York
$561K
LSPW
1612
Lake Street Private Wealth
Illinois
$560K -$2.49K -7 -0.4%
PF
1613
Prota Financial
Texas
$560K +$86.8K +244 +18%
DWM
1614
Drive Wealth Management
Utah
$558K +$85.8K +241 +18%
LA
1615
Legacy Advisors
Pennsylvania
$558K +$1.07K +3 +0.2%
TAP
1616
TSG Advice Partners
Ohio
$553K +$322K +905 +141%
AU
1617
AlphaGrep UK
$553K -$254K -714 -32%
OCM
1618
One Capital Management
California
$552K +$48.4K +136 +10%
CWM
1619
Connecticut Wealth Management
Connecticut
$551K +$37.4K +105 +7%
TLCM
1620
Twin Lakes Capital Management
California
$550K
CFS
1621
Commonwealth Financial Services
West Virginia
$549K +$29.2K +82 +6%
MHR
1622
Matthew Hamilton Rosenberg
$549K +$27.8K +78 +5%
DCM
1623
Dudley Capital Management
Virginia
$549K +$35.6K +100 +7%
CA
1624
Continuum Advisory
Idaho
$548K -$2.96M -8,308 -84%
FRM
1625
Fox Run Management
Connecticut
$546K -$1.29M -3,620 -70%