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Name Holding Trade Value Shares
Change
Change in
Stake
JF
376
JMN Financial
Ohio
$202K +$186K +7,205 New
CH
377
Cromwell Holdings
Wyoming
$185K
UFPG
378
United Financial Planning Group
New York
$177K
BBHC
379
Brown Brothers Harriman & Co
New York
$165K +$22.8K +885 +18%
HI
380
Harbour Investments
Wisconsin
$153K -$10.4K -404 -7%
MCM
381
Manchester Capital Management
Vermont
$150K +$90.4K +3,508 +188%
JAM
382
JCIC Asset Management
Ontario, Canada
$149K +$12.4K +480 +10%
PAM
383
Paradigm Asset Management
New York
$146K
LFG
384
Larson Financial Group
Missouri
$129K -$6.34K -246 -5%
SPIA
385
Steward Partners Investment Advisory
New York
$125K +$10.9K +423 +10%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$112K
VSQM
387
V-Square Quantitative Management
Illinois
$106K +$97.5K +3,781 New
PFBT
388
Parkside Financial Bank & Trust
Missouri
$106K
MCM
389
MAI Capital Management
Ohio
$99.4K -$11K -427 -11%
RIL
390
Rothschild Investment LLC
Illinois
$88.7K
MPW
391
MASECO Private Wealth
$67K +$61.7K +2,393 New
MWA
392
Medallion Wealth Advisors
Connecticut
$66.2K
IA
393
IFP Advisors
Florida
$64K
RF
394
Roxbury Financial
New Jersey
$47.4K
PTC
395
Private Trust Company
Ohio
$46.9K +$1.29K +50 +3%
FMP
396
Financial Management Professionals
Texas
$45.5K +$1.19K +46 +3%
SS
397
SBI Securities
Japan
$44.7K -$129 -5 -0.3%
ACA
398
Atlas Capital Advisors
Wyoming
$43.7K +$40.2K +1,560 New
HNB
399
Hilltop National Bank
Wyoming
$43K -$3.48K -135 -8%
RFP
400
Root Financial Partners
California
$43K +$5.47K +212 +16%