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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1426
Nicolet Advisory Services
Wisconsin
$432K +$21K +49 +5%
SSW
1427
Smith Shellnut Wilson
Mississippi
$430K -$48.8K -114 -10%
DWG
1428
Darden Wealth Group
Michigan
$429K -$4.71K -11 -1%
IFWM
1429
Institute for Wealth Management
Colorado
$427K -$2.57K -6 -0.6%
HCM
1430
Harvey Capital Management
Florida
$426K – – –
GPI
1431
General Partner Inc
Pennsylvania
$426K – – –
SWM
1432
SeaCrest Wealth Management
New York
$424K +$10.7K +25 +3%
APW
1433
Austin Private Wealth
Texas
$423K -$18.8K -44 -4%
MHR
1434
Matthew Hamilton Rosenberg
$423K -$9K -21 -2%
CIS
1435
Custom Index Systems
New York
$423K -$648K -1,513 -60%
BFA
1436
Beaumont Financial Advisors
Massachusetts
$421K -$12.9K -30 -3%
TCOT
1437
Trust Company of Toledo
Ohio
$418K -$53.5K -125 -11%
CP
1438
Covenant Partners
Tennessee
$417K – – –
WS
1439
Wilian Securities
Minnesota
$417K +$419K +977 New
Cullen Capital Management
1440
Cullen Capital Management
New York
$416K – – –
MFC
1441
Mechanics Financial Corp
Ohio
$416K -$10.7K -25 -3%
RWM
1442
Rockline Wealth Management
New York
$414K – – –
CPBTD
1443
Central Pacific Bank - Trust Division
Hawaii
$414K +$1.71K +4 +0.4%
MCCP
1444
Mission Creek Capital Partners
California
$414K +$79.2K +185 +24%
SI
1445
Seeds Investor
New York
$410K -$380K -887 -48%
GGS
1446
Galvin Gaustad & Stein
Arizona
$408K +$124K +290 +44%
TCM
1447
Tributary Capital Management
Nebraska
$407K -$12.9K -30 -3%
AP
1448
Anchyra Partners
Georgia
$406K +$408K +953 New
SIC
1449
Samalin Investment Counsel
New York
$406K -$53.5K -125 -12%
OFG
1450
Oxford Financial Group
Indiana
$405K -$4.28K -10 -1%