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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
2251
Summit Financial Group
West Virginia
$241K – – –
OFG
2252
Oxford Financial Group
Indiana
$240K +$245K +658 New
WWMSC
2253
Wagner Wealth Management (South Carolina)
South Carolina
$239K -$3.72K -10 -2%
MA
2254
MCF Advisors
Kentucky
$239K +$57.6K +155 +31%
WHG
2255
Westwood Holdings Group
Texas
$237K -$12.3K -33 -5%
BAM
2256
Bellevue Asset Management
Washington
$237K – – –
CAN
2257
Claraphi Advisory Network
United States
$236K -$81.1K -218 -25%
MCM
2258
Monument Capital Management
Virginia
$236K – – –
BA
2259
Bridgewater Associates
Connecticut
$235K +$7.06K +19 +3%
CCG
2260
Chatham Capital Group
Georgia
$235K +$239K +644 New
MAG
2261
MRA Advisory Group
New Jersey
$234K -$14.9K -40 -6%
GAMC
2262
Garner Asset Management Corp
Texas
$234K – – –
SC
2263
Slow Capital
California
$234K – – –
FMI
2264
F/M Investments
District of Columbia
$233K -$15.2K -41 -6%
FDS
2265
Freedom Day Solutions
Texas
$233K – – –
WI
2266
Wintrust Investments
Illinois
$232K -$142K -381 -37%
SRC
2267
Shufro Rose & Co
New York
$232K -$1.86K -5 -0.8%
SYBT
2268
Stock Yards Bank & Trust
Kentucky
$231K -$130K -350 -36%
G
2269
GenTrust
Florida
$231K +$235K +632 New
CCM
2270
Crossvault Capital Management
Texas
$229K -$76.6K -206 -26%
AIM
2271
Acropolis Investment Management
Missouri
$229K – – –
NG
2272
Northstar Group
New York
$229K – – –
LCM
2273
LVM Capital Management
Michigan
$228K – – –
NPF
2274
Norris Perne & French
Michigan
$228K – – –
PPW
2275
Parcion Private Wealth
Washington
$227K – – –