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Name Holding Trade Value Shares
Change
Change in
Stake
PSB
2076
Piscataqua Savings Bank
New Hampshire
$562K -$34.9K -438 -6%
SMA
2077
Sage Mountain Advisors
Georgia
$561K -$80.3K -1,008 -12%
DA
2078
Detalus Advisors
Missouri
$561K -$7.81K -98 -1%
PAS
2079
Professional Advisory Services
Florida
$561K
SFG
2080
Summit Financial Group
West Virginia
$561K +$13.8K +173 +2%
MSR
2081
Main Street Research
Connecticut
$561K +$89.7K +1,126 +18%
MCP
2082
Mirador Capital Partners
California
$560K
VC
2083
Vicus Capital
Pennsylvania
$560K +$529K +6,645 New
AIM
2084
Axiom Investment Management
New York
$559K -$125K -1,566 -18%
SFM
2085
Systematic Financial Management
New Jersey
$559K
EIA
2086
Eldridge Investment Advisors
New Hampshire
$559K +$398 +5 +0.1%
FPCP
2087
Fort Point Capital Partners
California
$559K +$1.43K +18 +0.2%
OWA
2088
Octavia Wealth Advisors
Ohio
$559K +$41.2K +517 +8%
EFM
2089
E Fund Management
China
$558K +$319 +4 +0.1%
PTCG
2090
Pring Turner Capital Group
California
$558K +$579K +7,275 New
AIM
2091
Alhambra Investment Management
Florida
$556K +$67.7K +850 +13%
LFA
2092
Landmark Financial Advisors
Kentucky
$556K +$129K +1,614 +29%
SCFS
2093
S.C. Financial Services
Arizona
$556K +$544K +6,833 New
KFP
2094
KB Financial Partners
New Jersey
$554K +$576K +7,229 New
DS
2095
DRW Securities
Illinois
$554K +$576K +7,233 New
MCM
2096
Morton Capital Management
California
$553K +$575K +7,222 New
VBCG
2097
Valley Brook Capital Group
Pennsylvania
$553K +$11.8K +148 +2%
GIM
2098
Groesbeck Investment Management
New Jersey
$552K -$9.8K -123 -2%
VAM
2099
Vienna Asset Management
California
$552K +$573K +7,200 New
OPW
2100
Oxler Private Wealth
New York
$551K