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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1101
Bar Harbor Wealth Management
New Hampshire
$349K -$6.78K -28 -2%
MCA
1102
Mercer Capital Advisers
New Jersey
$349K
BG
1103
Bahl & Gaynor
Ohio
$348K
AWA
1104
Arete Wealth Advisors
Illinois
$348K +$47K +194 +16%
QCG
1105
Quadrant Capital Group
Ohio
$347K -$5.08K -21 -1%
NB
1106
Nicolet Bankshares
Wisconsin
$342K -$11.4K -47 -3%
HCM
1107
Harvest Capital Management
New Hampshire
$342K
CRC
1108
Curi RMB Capital
Illinois
$342K +$968 +4 +0.3%
RHBC
1109
R.H. Bluestein & Co
Michigan
$342K +$48.4K +200 +16%
NIM
1110
Northeast Investment Management
Massachusetts
$341K -$121K -499 -26%
SFSG
1111
Stearns Financial Services Group
North Carolina
$339K +$24.5K +101 +8%
MWM
1112
Mission Wealth Management
California
$338K
CCG
1113
Cypress Capital Group
Florida
$337K -$15.3K -63 -4%
VST
1114
Van Strum & Towne
California
$337K
WF
1115
Welch & Forbes
Massachusetts
$337K
GEM
1116
Global Endowment Management
North Carolina
$335K
PAM
1117
Palisade Asset Management
Minnesota
$335K
EFS
1118
Essex Financial Services
Connecticut
$334K +$4.36K +18 +1%
OFW
1119
Omnia Family Wealth
Florida
$333K
OIA
1120
OneDigital Investment Advisors
Kansas
$332K +$484 +2 +0.1%
AWM
1121
AE Wealth Management
Kansas
$332K +$334K +1,380 New
LI
1122
Lafayette Investments
Maryland
$329K +$110K +455 +50%
RWP
1123
RWA Wealth Partners
Massachusetts
$329K +$315K +1,302 +2,034%
ED
1124
Exane Derivatives
France
$326K -$180K -742 -35%
CCA
1125
Catalyst Capital Advisors
New York
$325K