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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1201
Maltin Wealth Management
New Jersey
$223K +$928 +3 +0.4%
DU
1202
Delphia (USA)
Ontario, Canada
$223K +$216K +699 New
RC
1203
Roundview Capital
New Jersey
$222K
SPP
1204
Single Point Partners
Massachusetts
$222K +$215K +695 New
MFGM
1205
Marshall Financial Group (Maryland)
Maryland
$219K
PWM
1206
Perigon Wealth Management
California
$219K +$309 +1 +0.1%
UBV
1207
United Bank (Virginia)
Virginia
$218K
HH
1208
Hilltop Holdings
Texas
$218K +$4.64K +15 +2%
APA
1209
Astoria Portfolio Advisors
New York
$218K +$211K +683 New
FNBOH
1210
First National Bank of Hutchinson
Kansas
$217K +$1.24K +4 +0.6%
FIM
1211
Fernwood Investment Management
Massachusetts
$217K +$1.55K +5 +0.7%
SFA
1212
Souders Financial Advisors
Ohio
$217K +$210K +679 New
CW
1213
CreativeOne Wealth
Kansas
$216K -$17.3K -56 -8%
MIM
1214
MTM Investment Management
South Carolina
$215K
MBT
1215
Montecito Bank & Trust
California
$213K -$23.5K -76 -10%
RFN
1216
RDA Financial Network
Iowa
$213K -$928 -3 -0.4%
CCM
1217
Covington Capital Management
California
$213K
Edgewood Management
1218
Edgewood Management
Connecticut
$213K
PCM
1219
Princeton Capital Management
New Jersey
$212K +$10.8K +35 +6%
BFG
1220
Berger Financial Group
Minnesota
$212K +$205K +664 New
IC
1221
Inscription Capital
Texas
$211K
CA
1222
CoreCap Advisors
Michigan
$211K +$62.5K +202 +44%
JWM
1223
Janiczek Wealth Management
Colorado
$210K -$52.6K -170 -21%
CBFP
1224
Cedar Brook Financial Partners
Ohio
$209K +$202K +653 New
EFSCE
1225
Enterprise Financial Services Corp (EFSC)
Missouri
$208K +$10.5K +34 +6%