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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1451
TFG Advisers
Michigan
$683K +$2.39K +23 +0.4%
AWM
1452
Aries Wealth Management
Maine
$680K +$624 +6 +0.1%
OA
1453
Oxbow Advisors
Texas
$680K -$10.8K -104 -2%
DLG
1454
Daniel L. Goodwin
$677K – – –
ANTB
1455
AMG National Trust Bank
Colorado
$674K -$28.6K -275 -4%
BCMO
1456
Buckingham Capital Management (Ohio)
Ohio
$672K -$12.4K -119 -2%
JWM
1457
Jeppson Wealth Management
California
$669K -$37.4K -359 -5%
NB
1458
NBT Bank
New York
$669K -$54.7K -526 -8%
SWA
1459
Stratos Wealth Advisors
Ohio
$669K -$87.2K -838 -12%
MWM
1460
Modera Wealth Management
New Jersey
$668K +$120K +1,152 +22%
AWAU
1461
Alliance Wealth Advisors (Utah)
Utah
$667K +$10.4K +100 +2%
BWP
1462
BSW Wealth Partners
Colorado
$665K -$408K -3,916 -38%
SMA
1463
Sage Mountain Advisors
Georgia
$662K +$436K +4,190 +193%
TFGT
1464
TS Financial Group (TSFG)
Illinois
$657K +$1.35K +13 +0.2%
RIA
1465
Regal Investment Advisors
Michigan
$657K +$88.3K +848 +16%
CFP
1466
Catalyst Financial Partners
Massachusetts
$656K +$367K +3,523 +127%
GC
1467
Giverny Capital
Quebec, Canada
$652K – – –
CRC
1468
Curi RMB Capital
Illinois
$652K -$160K -1,533 -20%
NERM
1469
New England Research & Management
Illinois
$650K – – –
TFA
1470
Triad Financial Advisors
North Carolina
$649K -$208K -1,999 -24%
FCP
1471
Fidelis Capital Partners
Florida
$648K +$629K +6,045 New
MSR
1472
Main Street Research
Connecticut
$646K +$37.6K +361 +6%
WIM
1473
WealthPlan Investment Management
Nebraska
$645K -$359K -3,445 -36%
PWAM
1474
Pinnacle West Asset Management
Wyoming
$643K +$643K +6,175 New
BFC
1475
Bedel Financial Consulting
Indiana
$642K -$4.06K -39 -0.6%
57 58
59
60 61