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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
1626
First County Bank
Connecticut
$447K -$24.8K -241 -5%
SFS
1627
Strategic Financial Services
New York
$446K
WP
1628
Westmount Partners
California
$444K -$8.95K -87 -2%
JEST
1629
JTC Employer Solutions Trustee
Jersey
$444K
SFS
1630
Summit Financial Strategies
Ohio
$443K +$24.9K +242 +6%
BIAS
1631
Beacon Investment Advisory Services
New Jersey
$440K -$8.64K -84 -2%
ACA
1632
Aspire Capital Advisors
Washington
$440K +$1.65K +16 +0.3%
IIM
1633
Intact Investment Management
Quebec, Canada
$440K
WTB
1634
Washington Trust Bank
Washington
$439K +$58.8K +572 +14%
GWA
1635
GGM Wealth Advisors
Maryland
$438K +$206 +2 +0%
WMG
1636
WESCAP Management Group
California
$437K
PFGIA
1637
Patriot Financial Group Insurance Agency
Massachusetts
$437K +$1.23K +12 +0.3%
SC
1638
Syon Capital
California
$436K +$469K +4,558 New
MPI
1639
Mairs & Power Inc
Minnesota
$436K -$45.4K -441 -9%
MFG
1640
Marmo Financial Group
Tennessee
$435K
FW
1641
FirstPurpose Wealth
Utah
$435K -$3.7K -36 -0.8%
SPA
1642
Sherbrooke Park Advisers
New York
$432K +$464K +4,514 New
NSIM
1643
North Star Investment Management
Illinois
$431K -$3.6K -35 -0.8%
PWW
1644
Pettyjohn Wood & White
Virginia
$430K +$45.6K +443 +11%
CAC
1645
Core Alternative Capital
Georgia
$430K +$324K +3,149 +234%
TSW
1646
Three Seasons Wealth
Utah
$429K +$460K +4,474 New
HI
1647
Harbour Investments
Wisconsin
$428K -$32.3K -314 -7%
OP
1648
ORG Partners
Indiana
$427K +$317K +3,083 +223%
HPM
1649
Hoxton Planning & Management
West Virginia
$427K -$43.6K -424 -9%
IP
1650
Intellectus Partners
California
$426K -$6.48K -63 -1%