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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1726
Cannell & Co
New York
$570K
PO
1727
Private Ocean
California
$569K
BCMO
1728
Buckingham Capital Management (Ohio)
Ohio
$568K -$32.8K -2,440 -5%
VCA
1729
Verdence Capital Advisors
Maryland
$565K +$41.4K +3,080 +8%
BCA
1730
Bay Colony Advisors
Massachusetts
$565K +$97.8K +7,280 +21%
OWA
1731
Outlook Wealth Advisors
Texas
$564K +$33.9K +2,520 +6%
CAG
1732
Curtis Advisory Group
California
$564K +$568K +42,280 New
KTM
1733
Keeler Thomas Management
Utah
$564K +$569K +42,320 New
SFO
1734
Standard Family Office
South Dakota
$562K +$37.6K +2,800 +7%
MWPCG
1735
Measured Wealth Private Client Group
New Hampshire
$561K
GSC
1736
G&S Capital
Colorado
$561K +$99.5K +7,400 +21%
FMBTD
1737
First Midwest Bank Trust Division
Illinois
$560K +$287K +21,360 +104%
LDB
1738
Lee, Danner & Bass
Tennessee
$559K -$23.7K -1,760 -4%
PL
1739
Parthenon LLC
Kentucky
$558K
CAM
1740
Cubic Asset Management
Massachusetts
$556K +$560K +41,680 New
FMW
1741
Farr Miller & Washington
District of Columbia
$555K +$9.68K +720 +2%
CTFG
1742
Capstone Triton Financial Group
Oklahoma
$554K +$19.4K +1,440 +4%
IAP
1743
Indie Asset Partners
Indiana
$554K +$28K +2,080 +5%
FP
1744
Financial Perspectives
Minnesota
$551K +$31.2K +2,320 +6%
AWA
1745
ARS Wealth Advisors
Florida
$550K +$177K +13,200 +47%
CWP
1746
Capital Wealth Planning
Florida
$549K -$234K -17,440 -30%
BCM
1747
Bienville Capital Management
New York
$547K
MAWCM
1748
Mine & Arao Wealth Creation & Management
California
$547K
MFG
1749
Monte Financial Group
Connecticut
$546K -$142K -10,560 -21%
LF
1750
Lantz Financial
Illinois
$545K -$251K -18,680 -31%