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Name Holding Trade Value Shares
Change
Change in
Stake
UAML
1501
US Asset Management LLC
Pennsylvania
$917K -$1.48K -9 -0.2%
WMG
1502
WESCAP Management Group
California
$915K -$9.24K -56 -1%
FMN
1503
Financial Management Network
California
$914K -$14.8K -90 -2%
DBIA
1504
Dumont & Blake Investment Advisors
New Jersey
$910K +$17.2K +104 +2%
BO
1505
Bank OZK
Arkansas
$900K -$33K -200 -4%
MPWT
1506
MassMutual Private Wealth & Trust
Connecticut
$898K +$47.8K +290 +6%
FRA
1507
Frank Rimerman Advisors
California
$898K +$111K +675 +14%
LFA
1508
Legacy Financial Advisors
Kentucky
$897K +$74.7K +453 +9%
LSA
1509
L & S Advisors
California
$895K -$22.9K -139 -3%
RWA
1510
Ropes Wealth Advisors
Massachusetts
$892K -$684K -4,149 -44%
FBFS
1511
First Business Financial Services
Wisconsin
$888K +$16.5K +100 +2%
OR
1512
Olympiad Research
Connecticut
$887K +$304K +1,846 +53%
IAIM
1513
International Assets Investment Management
Florida
$883K +$15.5K +94 +1%
HFS
1514
Haverford Financial Services
Pennsylvania
$883K +$290K +1,760 +50%
MFA
1515
Mayflower Financial Advisors
Massachusetts
$881K +$16.8K +102 +2%
BWM
1516
BerganKDV Wealth Management
Minnesota
$878K +$119K +721 +16%
BFIM
1517
Beese Fulmer Investment Management
Ohio
$876K +$68.1K +413 +9%
HBT
1518
Heartland Bank & Trust
Illinois
$873K +$864K +5,239 New
GWSG
1519
GPS Wealth Strategies Group
Colorado
$872K -$1.67M -10,099 -66%
SAS
1520
Stelac Advisory Services
New York
$869K -$246K -1,489 -22%
WI
1521
Wintrust Investments
Illinois
$860K -$46.5K -282 -5%
QT
1522
Quantamental Technologies
New York
$859K -$499K -3,023 -37%
PSB
1523
Piscataqua Savings Bank
New Hampshire
$857K -$3.3K -20 -0.4%
BCP
1524
Berkeley Capital Partners
Georgia
$854K -$11.9K -72 -1%
LAIC
1525
Lederer & Associates Investment Counsel
California
$851K +$157K +950 +23%