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Name Holding Trade Value Shares
Change
Change in
Stake
TPI
876
Trust Point Inc
Wisconsin
$930K -$357K -3,664 -29%
HWM
877
HighMark Wealth Management
Minnesota
$926K +$5.17K +53 +0.6%
WIS
878
Wright Investors Service
Connecticut
$926K +$883K +9,061 New
LFA
879
Legacy Financial Advisors
Kentucky
$923K -$171K -1,753 -16%
BCM
880
Beddow Capital Management
Wyoming
$923K -$286K -2,931 -25%
LGF
881
LGT Group Foundation
Liechtenstein
$923K -$595K -6,106 -40%
SC
882
Shay Capital
New York
$920K +$877K +9,000 New
MWM
883
Modera Wealth Management
New Jersey
$916K -$129K -1,325 -13%
PTC
884
Private Trust Company
Ohio
$915K -$389K -3,990 -31%
HI
885
Hudock Inc
Pennsylvania
$910K -$139K -1,429 -14%
GIA
886
Guyasuta Investment Advisors
Pennsylvania
$909K -$159K -1,631 -16%
AWM
887
Axxcess Wealth Management
California
$906K +$127K +1,302 +17%
BJL
888
Brighton Jones LLC
Washington
$905K -$151K -1,548 -15%
DMBA
889
Deseret Mutual Benefit Administrators
Utah
$903K +$16.5K +169 +2%
CW
890
CreativeOne Wealth
Kansas
$902K -$19K -195 -2%
NCM
891
Neumann Capital Management
California
$900K -$183K -1,882 -18%
ISWM
892
Independent Solutions Wealth Management
New York
$896K -$195K -1,999 -19%
NFA
893
Northern Financial Advisors
Michigan
$895K -$111K -1,143 -12%
BLC
894
Brown, Lisle/Cummings
Rhode Island
$895K -$56.7K -582 -6%
GC
895
Grimes & Company
Massachusetts
$894K -$190K -1,951 -18%
ALAM
896
Asahi Life Asset Management
Japan
$893K -$434K -4,449 -34%
FDS
897
First Dallas Securities
Texas
$891K -$29.4K -302 -3%
Empower Advisory Group
898
Empower Advisory Group
Colorado
$890K -$205K -2,105 -19%
MCP
899
Mirador Capital Partners
California
$886K -$2.85M -29,247 -77%
MFG
900
MidWestOne Financial Group
Iowa
$886K -$166K -1,699 -16%