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Name Holding Trade Value Shares
Change
Change in
Stake
MWS
2426
MFA Wealth Services
California
$625K +$647K +6,278 New
BSB
2427
Bangor Savings Bank
Maine
$624K -$56.6K -549 -8%
CPSC
2428
Carl P. Sherr & Co
Massachusetts
$619K -$190K -1,841 -23%
CWM
2429
Compass Wealth Management
Connecticut
$618K -$169K -1,637 -21%
OW
2430
Olistico Wealth
Oklahoma
$617K -$30.4K -295 -5%
PA
2431
Prossimo Advisors
California
$617K -$18.8K -182 -3%
CMAI
2432
Capital Management Associates Inc
Minnesota
$617K -$10.4K -101 -2%
SIS
2433
Sound Income Strategies
Florida
$616K +$58.7K +569 +10%
SN
2434
Sittner & Nelson
Oregon
$614K -$3.09K -30 -0.5%
SCM
2435
Sunbeam Capital Management
Georgia
$613K +$636K +6,166 New
BFS
2436
BridgePort Financial Solutions
Iowa
$613K +$698K +6,771 New
JSC
2437
Jackson Square Capital
California
$613K -$1.62M -15,684 -72%
ACA
2438
American Capital Advisory
Idaho
$613K
CFG
2439
Cooper Financial Group
California
$613K +$93.7K +909 +17%
BPW
2440
Bingham Private Wealth
California
$612K +$634K +6,154 New
WAM
2441
Weatherly Asset Management
California
$612K -$10.3K -100 -2%
MCP
2442
Mirador Capital Partners
California
$612K +$25.1K +243 +4%
CH
2443
Cromwell Holdings
Wyoming
$612K -$91.2K -885 -13%
DS
2444
DRW Securities
Illinois
$611K +$361K +3,502 +133%
FAT
2445
First American Trust
California
$611K -$159K -1,544 -20%
NCTC
2446
New Covenant Trust Company
Indiana
$610K -$23.2K -225 -4%
CCA
2447
Cottonwood Capital Advisors
Utah
$610K -$8.04K -78 -1%
BOS
2448
Bank of Stockton
California
$609K +$30.9K +300 +5%
CSPIA
2449
Cary Street Partners Investment Advisory
Virginia
$609K -$18.4M -178,841 -97%
BI
2450
Bolthouse Investments
California
$609K +$631K +6,119 New