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Name Holding Trade Value Shares
Change
Change in
Stake
MIS
2676
Morningstar Investment Services
Illinois
$372K -$41.6K -141 -9%
ATWA
2677
Arbor Trust Wealth Advisors
Michigan
$372K +$59K +200 +17%
BMC
2678
Benin Management Corp
Connecticut
$371K – – –
AF
2679
AtlasMark Financial
Texas
$370K – – –
BLAM
2680
Bourne Lent Asset Management
New York
$370K – – –
GCWM
2681
Graham Capital Wealth Management
District of Columbia
$370K – – –
LP
2682
LGL Partners
Pennsylvania
$370K +$46.9K +159 +13%
PFA
2683
Plotkin Financial Advisors
Maryland
$370K – – –
TFCP
2684
Twin Focus Capital Partners
Massachusetts
$369K -$24.2K -82 -6%
FRA
2685
Front Row Advisors
California
$369K -$16.2K -55 -4%
JBA
2686
Johnson Bixby & Associates
Washington
$369K – – –
JGIA
2687
Jackson Grant Investment Advisers
Connecticut
$369K +$1.48K +5 +0.4%
SLA
2688
Silver Lake Advisory
Utah
$369K +$5.31K +18 +1%
SF
2689
Schaeffer Financial
Maryland
$368K – – –
TSWM
2690
Tyler-Stone Wealth Management
Ohio
$368K +$1.77K +6 +0.4%
SWP
2691
Summit Wealth Partners
Florida
$367K +$88.9K +301 +29%
AAM
2692
Austin Asset Management
Texas
$367K – – –
PPWM
2693
Paragon Private Wealth Management
Kentucky
$367K – – –
WWP
2694
WR Wealth Planners
Missouri
$367K +$7.68K +26 +2%
CIC
2695
Cornercap Investment Counsel
Georgia
$366K -$42.8K -145 -10%
ECAM
2696
East Coast Asset Management
Massachusetts
$366K – – –
IDA
2697
Intelligence Driven Advisers
California
$366K +$3.54K +12 +0.9%
KWM
2698
KerberRose Wealth Management
Wisconsin
$366K +$394K +1,334 New
WAM
2699
WFA Asset Management
Wisconsin
$365K +$2.66K +9 +0.7%
CASB
2700
Cape Ann Savings Bank
Massachusetts
$365K -$3.54K -12 -0.9%