Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
1551
Matrix Private Capital Group
New York
$839K – – –
BB
1552
Berkshire Bank
Massachusetts
$838K -$99.1K -543 -11%
AA
1553
Argent Advisors
Louisiana
$837K -$20.1K -110 -2%
BONH
1554
Bank of New Hampshire
New Hampshire
$834K +$9.12K +50 +1%
ATWA
1555
Arbor Trust Wealth Advisors
Michigan
$833K +$67.5K +370 +9%
LCGC
1556
Legacy Capital Group California
California
$830K -$24.4K -134 -3%
AWA
1557
Amplius Wealth Advisors
Pennsylvania
$829K +$365 +2 +0%
SFA
1558
Souders Financial Advisors
Ohio
$827K +$190K +1,041 +32%
CSB
1559
City State Bank
Iowa
$822K -$12.8K -70 -2%
PCMI
1560
Paradigm Capital Management Inc
New York
$821K -$18.2K -100 -2%
PM
1561
Penbrook Management
New York
$820K -$17.3K -95 -2%
CA
1562
Continuum Advisory
Idaho
$819K -$85.6K -469 -9%
M
1563
MOTCO
Texas
$819K +$477K +2,614 +156%
BEI
1564
Benjamin Edwards Inc
Missouri
$816K -$121K -663 -13%
MCM
1565
Maple Capital Management
Vermont
$814K -$1.08M -5,911 -58%
CWM
1566
Cranbrook Wealth Management
Michigan
$813K +$182 +1 +0%
HBT
1567
Heartland Bank & Trust
Illinois
$807K +$771K +4,228 New
HHAA
1568
Henry H. Armstrong Associates
Pennsylvania
$807K -$131K -720 -15%
WDG
1569
Wealth Dimensions Group
Ohio
$807K – – –
AW
1570
Apricus Wealth
South Carolina
$806K +$43.8K +240 +6%
WAM
1571
Weatherly Asset Management
California
$805K -$83K -455 -10%
CIC
1572
Chase Investment Counsel
Virginia
$804K +$768K +4,212 New
CIA
1573
Cape Investment Advisory
Georgia
$802K +$364K +1,994 +90%
LA
1574
LexAurum Advisors
Kansas
$801K -$217K -1,187 -22%
SPC
1575
Stewart & Patten Company
California
$800K -$40.1K -220 -5%