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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
2176
Old Port Advisors
Maine
$993K +$78.1K +667 +9%
FPCP
2177
Fort Point Capital Partners
California
$992K +$89.2K +762 +11%
Edgewood Management
2178
Edgewood Management
Connecticut
$992K – – –
EIG
2179
Ellenbecker Investment Group
Wisconsin
$991K +$23.4K +200 +3%
1CP
2180
17 Capital Partners
Arizona
$990K – – –
OWA
2181
Octavia Wealth Advisors
Ohio
$989K -$33.5K -286 -4%
FMI
2182
F/M Investments
District of Columbia
$986K +$147K +1,252 +19%
MFG
2183
Mosaic Financial Group
Illinois
$982K -$8.54K -73 -0.9%
S
2184
Sunpointe
Missouri
$981K -$161K -1,374 -15%
CH
2185
Cromwell Holdings
Wyoming
$980K +$11.1K +95 +1%
BOS
2186
Bank of Stockton
California
$979K -$11.4K -97 -1%
FC
2187
Financial Consulate
Maryland
$978K +$4.8K +41 +0.5%
IA
2188
IFG Advisors
Missouri
$978K – – –
AIM
2189
Athena Investment Management
California
$976K -$138K -1,179 -13%
LFS
2190
Lighthouse Financial Services
California
$975K – – –
KCFA
2191
Key Client Fiduciary Advisors
New Jersey
$975K +$21.8K +186 +3%
TIM
2192
Tevis Investment Management
Texas
$975K +$585 +5 +0.1%
MAG
2193
Meadowbrook Advisors Group
New Jersey
$974K -$334K -2,850 -27%
MCM
2194
Maple Capital Management
Vermont
$972K -$96.8K -827 -10%
JRPIM
2195
Journey Retirement Planning & Investment Management
Idaho
$972K +$97.7K +835 +12%
MCM
2196
Morton Capital Management
California
$968K +$70K +598 +9%
IIL
2197
Income Insurance Ltd
$968K – – –
VFO
2198
Virtus Family Office
Texas
$967K -$50.7K -433 -5%
LSC
2199
Lesa Sroufe & Co
Washington
$964K +$2.47M +21,122 +233%
PCM
2200
Perkins Capital Management
Minnesota
$964K -$29.3K -250 -3%