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Name Holding Trade Value Shares
Change
Change in
Stake
BPMC
1401
Buckland Partners Management Co
New York
$544K +$141K +1,200 +30%
DAM
1402
Directional Asset Management
Illinois
$541K +$609K +5,178 New
American National Bank & Trust
1403
American National Bank & Trust
Texas
$541K -$40K -340 -6%
LMCG Investments
1404
LMCG Investments
Massachusetts
$540K -$5.81M -49,365 -91%
SRA
1405
Secured Retirement Advisors
Minnesota
$540K +$608K +5,168 New
ORG Wealth Partners
1406
ORG Wealth Partners
Texas
$540K +$164K +1,394 +37%
NBT Bank
1407
NBT Bank
New York
$540K -$236K -2,008 -28%
American Trust
1408
American Trust
Kentucky
$537K -$13.1K -111 -2%
Triad Wealth Partners
1409
Triad Wealth Partners
Kansas
$536K +$140K +1,191 +30%
BMC
1410
Beaton Management Company
Massachusetts
$536K – – –
FAFN
1411
First Affirmative Financial Network
Colorado
$535K +$602K +5,118 New
Mayflower Financial Advisors
1412
Mayflower Financial Advisors
Massachusetts
$533K -$275K -2,337 -31%
AWA
1413
Argos Wealth Advisors
California
$531K +$177K +1,506 +42%
Cassaday & Co Wealth Management
1414
Cassaday & Co Wealth Management
Virginia
$529K +$28.1K +239 +5%
CPW
1415
Cove Private Wealth
New York
$528K +$595K +5,055 New
ZIG
1416
Zullo Investment Group
Pennsylvania
$527K +$83.6K +711 +16%
Evercore Wealth Management
1417
Evercore Wealth Management
New York
$526K -$97.1K -825 -14%
PP
1418
Postrock Partners
Oregon
$525K -$1.18K -10 -0.2%
Capula Management
1419
Capula Management
Cayman Islands
$525K +$423K +3,596 +252%
SHFG
1420
S Harris Financial Group
Texas
$524K -$70K -595 -11%
YWS
1421
Yarger Wealth Strategies
Ohio
$523K +$280K +2,378 +91%
DM
1422
Diker Management
New York
$523K – – –
AFG
1423
American Financial Group
Ohio
$523K +$588K +5,000 New
Affiance Financial
1424
Affiance Financial
Minnesota
$522K – – –
DA
1425
Drake & Associates
Wisconsin
$521K -$51.9K -441 -8%