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Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
1501
Bremer Trust National Association
Minnesota
$452K
SCM
1502
Silvant Capital Management
Georgia
$449K +$463K +3,059 New
OIA
1503
OneDigital Investment Advisors
Kansas
$448K -$30.6K -202 -6%
TFF
1504
The Family Firm
Maryland
$447K -$7.87K -52 -2%
PG
1505
Patten Group
Tennessee
$446K +$21.8K +144 +5%
HA
1506
Hamel Associates
New Jersey
$446K +$47.5K +314 +12%
SMG
1507
Spectrum Management Group
Indiana
$445K
SCM
1508
Salem Capital Management
Massachusetts
$442K -$47.5K -314 -9%
CWM
1509
Chesapeake Wealth Management
Virginia
$442K +$456K +3,012 New
AIM
1510
Aspen Investment Management
Michigan
$439K
MWM
1511
MinichMacGregor Wealth Management
New York
$439K
SOAMC
1512
Spirit of America Management Corp
New York
$439K
UF
1513
Univest Financial
Pennsylvania
$438K -$32.7K -216 -7%
MC
1514
Mathes Company
New York
$437K
ACG
1515
Allen Capital Group
Nebraska
$437K +$13.3K +88 +3%
BOS
1516
Bank of Stockton
California
$436K -$127K -842 -22%
DSN
1517
D. Scott Neal
Kentucky
$436K -$11.8K -78 -3%
HH
1518
Hilltop Holdings
Texas
$435K -$81.1K -536 -15%
FA
1519
FCG Advisors
New Jersey
$435K +$756 +5 +0.2%
CCP
1520
Corient Capital Partners
California
$435K +$1.36K +9 +0.3%
AEPG
1521
American Economic Planning Group
New Jersey
$435K +$8.17K +54 +2%
MCP
1522
Mirador Capital Partners
California
$434K
CA
1523
Capital Advantage
California
$434K +$56.3K +372 +14%
SICM
1524
Sustainable Insight Capital Management
New York
$434K +$448K +2,960 New
KS
1525
Karpas Strategies
Connecticut
$432K