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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1501
WoodTrust Financial
Wisconsin
$355K
SMFS
1502
Squar Milner Financial Services
California
$355K +$76.6K +582 +23%
VWM
1503
Venturi Wealth Management
Texas
$355K +$163K +1,237 +66%
SSG
1504
Summit Securities Group
New York
$355K +$409K +3,110 New
WPP
1505
Whalerock Point Partners
Rhode Island
$354K +$56.2K +427 +16%
MRCM
1506
M&R Capital Management
New Jersey
$353K -$51K -388 -11%
LC
1507
LCNB Corp
Ohio
$353K +$89.8K +683 +28%
PTB
1508
Pioneer Trust Bank
Oregon
$351K
KFI
1509
Key Financial Inc
Pennsylvania
$350K
CS
1510
Capital Square
Tennessee
$350K +$23.3K +177 +6%
AI
1511
ArchPoint Investors
Florida
$350K +$404K +3,068 New
CP
1512
Covenant Partners
Tennessee
$350K +$404K +3,068 New
FCM
1513
Firestone Capital Management
Florida
$348K +$1.97K +15 +0.5%
CWM
1514
Connecticut Wealth Management
Connecticut
$347K +$395 +3 +0.1%
WOC
1515
West Oak Capital
California
$347K +$65.3K +496 +20%
CRIG
1516
Charter Research & Investment Group
Connecticut
$346K
GWCM
1517
Godshalk Welsh Capital Management
Pennsylvania
$346K
SPP
1518
Single Point Partners
Massachusetts
$346K +$65.3K +496 +20%
HFG
1519
Heron Financial Group
New York
$345K -$21.2K -161 -6%
CA
1520
Callahan Advisors
Texas
$345K -$6.71K -51 -2%
JCM
1521
Janney Capital Management
Pennsylvania
$345K +$2.24K +17 +0.6%
ECM
1522
EagleClaw Capital Management
Massachusetts
$345K +$46.3K +352 +13%
LL
1523
LPWM LLC
Minnesota
$344K -$40K -304 -9%
SCM
1524
SOL Capital Management
Maryland
$344K
HPWM
1525
Highland Private Wealth Management
Washington
$343K -$40.4K -307 -9%