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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2401
Oxford Financial Group
Indiana
$665K -$58.9K -567 -8%
EFI
2402
EHP Funds Inc
Canada
$665K +$301K +2,900 +91%
CHA
2403
Carmichael Hill & Associates
Maryland
$664K -$20.8K -200 -3%
MFP
2404
Meridian Financial Partners
Virginia
$664K -$3.63K -35 -0.6%
MCP
2405
Mirador Capital Partners
California
$661K -$19.8K -191 -3%
ARC
2406
Advisor Resource Council
Texas
$661K +$629K +6,061 New
DTC
2407
Davidson Trust Company
Washington
$659K +$54.1K +521 +9%
SL
2408
Salomon & Ludwin
Virginia
$658K
PCTC
2409
Perkins Coie Trust Company
Washington
$657K -$40K -385 -6%
WP
2410
Westmount Partners
California
$656K +$18.6K +179 +3%
CFS
2411
Commonwealth Financial Services
West Virginia
$656K +$311 +3 +0%
LIM
2412
Lathrop Investment Management
Arkansas
$655K +$11.8K +114 +2%
IAS
2413
Investment Advisory Services
Texas
$654K -$19.7K -190 -3%
BOM
2414
Bank of Marin
California
$653K -$3.11K -30 -0.5%
FSA
2415
Financial Security Advisor
Virginia
$652K +$10.6K +102 +2%
EP
2416
Eudaimonia Partners
Tennessee
$651K -$918K -8,839 -60%
CCM
2417
Cohen Capital Management
California
$651K
VFPI
2418
Vantage Financial Partners (Illinois)
Illinois
$649K +$213K +2,050 +53%
CCIA
2419
Cherry Creek Investment Advisors
Colorado
$648K +$2.8K +27 +0.5%
AP
2420
Adero Partners
California
$648K +$5.4K +52 +0.9%
FRM
2421
Fox Run Management
Connecticut
$647K +$616K +5,938 New
LWANC
2422
Laurel Wealth Advisors (North Carolina)
North Carolina
$647K -$23.8K -229 -4%
KOCAA
2423
Knights of Columbus Asset Advisors
Connecticut
$646K +$341K +3,283 +124%
AA
2424
Addison Advisors
Vermont
$645K +$109K +1,047 +22%
SBF
2425
Sara-Bay Financial
Florida
$645K