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Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
2276
Oak Ridge Investments
Illinois
$696K -$79.7K -270 -10%
MPAM
2277
Murphy Pohlad Asset Management
Minnesota
$696K – – –
CA
2278
Cornerstone Advisory
Maryland
$694K -$275K -933 -27%
CAL
2279
Capital Advisors Ltd
Ohio
$691K +$27.2K +92 +4%
OFG
2280
OmniStar Financial Group
North Carolina
$690K +$4.72K +16 +0.6%
EI
2281
Ellevest Inc
New York
$689K -$201K -682 -21%
OCG
2282
Opus Capital Group
Ohio
$689K – – –
FNC
2283
First National Corp
Massachusetts
$687K +$10.3K +35 +1%
HLOC
2284
H.L. Ormond & Company
North Carolina
$686K -$244K -828 -25%
NVIM
2285
New Vernon Investment Management
Illinois
$686K – – –
MTC
2286
Matrix Trust Company
Colorado
$686K +$489K +1,655 +195%
FI
2287
FIDELIS iM
Oregon
$685K +$3.25K +11 +0.4%
FP
2288
Financial Perspectives
Minnesota
$685K +$1.77K +6 +0.2%
AFAS
2289
Acorn Financial Advisory Services
Virginia
$684K +$47.5K +161 +7%
CCFP
2290
Charles Carroll Financial Partners
Massachusetts
$683K – – –
CMP
2291
Coston McIsaac & Partners
Maine
$682K +$735K +2,488 New
EBWM
2292
Eagle Bluffs Wealth Management
Missouri
$680K -$41.3K -140 -5%
NFG
2293
Nadler Financial Group
Illinois
$680K -$3.84K -13 -0.5%
IDBONY
2294
Israel Discount Bank of New York
New York
$679K +$41.6K +141 +6%
ITIM
2295
Indiana Trust & Investment Management
Indiana
$678K – – –
MFGM
2296
Marshall Financial Group (Maryland)
Maryland
$677K +$8.86K +30 +1%
WG
2297
Watchman Group
Texas
$674K -$22.7K -77 -3%
HR
2298
Howe & Rusling
New York
$674K +$71.4K +242 +11%
MTC
2299
McDaniel Terry & Co
Texas
$672K -$13.6K -46 -2%
VCM
2300
Virtue Capital Management
Tennessee
$670K -$1.86M -6,295 -72%
90 91
92
93 94