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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1701
Thompson Investment Management
Wisconsin
$938K -$1.17K -24 -0.1%
CWP
1702
Corepath Wealth Partners
Arizona
$938K +$922K +18,875 New
VA
1703
Valmark Advisers
Ohio
$937K +$659K +13,499 +254%
HIM
1704
Herald Investment Management
United Kingdom
$926K
PCG
1705
Private Capital Group
Connecticut
$923K -$78.8K -1,613 -8%
FFG
1706
Frisch Financial Group
New York
$923K +$5.08K +104 +0.6%
Members Trust
1707
Members Trust
Florida
$921K +$61.9K +1,268 +7%
AL
1708
Aspiriant LLC
California
$915K -$2.81M -57,614 -76%
RVPG
1709
Relative Value Partners Group
$912K +$9.77K +200 +1%
LSPW
1710
Lake Street Private Wealth
Illinois
$905K +$216K +4,424 +32%
RAM
1711
Roanoke Asset Management
New Jersey
$902K -$323K -6,620 -27%
TNB
1712
Thomasville National Bank
Georgia
$901K -$64.9K -1,329 -7%
BAAM
1713
Baker Avenue Asset Management
California
$898K -$234K -4,783 -21%
CCB
1714
Cutter & Co Brokerage
Missouri
$895K -$3.71K -76 -0.4%
TA
1715
TFG Advisers
Michigan
$894K -$117K -2,392 -12%
BDFN
1716
Bond & Devick Financial Network
Minnesota
$893K +$875K +17,924 New
ATWA
1717
Arbor Trust Wealth Advisors
Michigan
$891K +$9.28K +190 +1%
BCA
1718
Bay Colony Advisors
Massachusetts
$885K +$2.2K +45 +0.3%
MFG
1719
Magnus Financial Group
New York
$882K -$199K -4,066 -19%
MC
1720
Mathes Company
New York
$878K -$13.4K -275 -2%
EW
1721
Evoke Wealth
California
$877K -$1.92M -39,275 -69%
PA
1722
PSI Advisors
Florida
$876K -$53.2K -1,090 -6%
SFG
1723
SevenBridge Financial Group
Pennsylvania
$875K +$48.8K +1,000 +6%
WDG
1724
Wealth Dimensions Group
Ohio
$874K +$857K +17,551 New
9WM
1725
9258 Wealth Management
Ohio
$873K +$97.5K +1,996 +13%