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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
1251
Lake Street Advisors Group
New Hampshire
$946K +$925K +4,808 New
GBA
1252
Garrison Bradford & Associates
New York
$941K – – –
PCA
1253
Peddock Capital Advisors
Massachusetts
$941K – – –
ZIG
1254
Zuckerman Investment Group
Illinois
$941K – – –
PAA
1255
Peregrine Asset Advisers
Oregon
$938K +$481K +2,500 +110%
DAM
1256
Doheny Asset Management
California
$933K – – –
CM
1257
Capital Management
Virginia
$933K +$2.12K +11 +0.2%
NPF
1258
Norris Perne & French
Michigan
$933K +$5.2K +27 +0.6%
ECM
1259
Exchange Capital Management
Michigan
$932K -$21.2K -110 -2%
KJWM
1260
Kiley Juergens Wealth Management
Washington
$929K +$908K +4,721 New
IIM
1261
Ipswich Investment Management
Massachusetts
$927K -$4.62K -24 -0.5%
DM
1262
Diker Management
New York
$926K – – –
WEC
1263
Winslow Evans & Crocker
Massachusetts
$925K – – –
RCAG
1264
Rehmann Capital Advisory Group
Michigan
$915K -$26.7K -139 -3%
SFP
1265
Shepherd Financial Partners
Massachusetts
$913K – – –
GWCM
1266
Godshalk Welsh Capital Management
Pennsylvania
$909K -$11.4K -59 -1%
AFNAS
1267
American Financial Network Advisory Services
California
$909K +$26.9K +140 +3%
MIM
1268
Marco Investment Management
Georgia
$907K +$23.1K +120 +3%
BCM
1269
BTR Capital Management
California
$905K -$32.1K -167 -4%
FAG
1270
Financial Advisory Group
Texas
$905K – – –
CAS
1271
Cue Advisory Services
Arizona
$901K -$13.9K -72 -2%
WPP
1272
Whalerock Point Partners
Rhode Island
$901K +$9.23K +48 +1%
PL
1273
Perpetual Ltd
Australia
$901K +$92K +478 +12%
EA
1274
Elm Advisors
California
$900K – – –
BG
1275
Bollard Group
Massachusetts
$899K – – –