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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1026
SCS Capital Management
Massachusetts
$398K +$387K +9,444 New
WCM
1027
Winthrop Capital Management
Indiana
$398K +$15.4K +375 +4%
FC
1028
Farringdon Capital
United Kingdom
$395K +$387K +9,441 New
WE
1029
Wealth Effects
Massachusetts
$391K -$2.05K -50 -0.5%
GD
1030
Grandfield & Dodd
New York
$388K +$8.2K +200 +2%
OFG
1031
Oxford Financial Group
Indiana
$386K – – –
WWM
1032
Western Wealth Management
Colorado
$386K +$72.2K +1,761 +24%
JIC
1033
Johnson Investment Counsel
Ohio
$382K -$23.3K -568 -6%
IRC
1034
Investors Research Corp
Georgia
$381K +$3.07K +75 +0.8%
MHIC
1035
Marble Harbor Investment Counsel
Massachusetts
$377K -$159K -3,888 -30%
WJA
1036
Willis Johnson & Associates
Texas
$377K +$66.4K +1,621 +22%
WP
1037
Wealthspan Partners
Iowa
$376K +$4.1K +100 +1%
JWM
1038
Jeppson Wealth Management
California
$376K +$120K +2,930 +48%
MFG
1039
MidWestOne Financial Group
Iowa
$373K +$366K +8,934 New
Empower Advisory Group
1040
Empower Advisory Group
Colorado
$373K +$17.9K +437 +5%
ET
1041
Equitable Trust
Tennessee
$373K -$81.6K -1,992 -18%
QFW
1042
QTR Family Wealth
Florida
$371K +$363K +8,865 New
VVP
1043
Venture Visionary Partners
Ohio
$368K +$45.2K +1,104 +14%
BHWM
1044
Bar Harbor Wealth Management
New Hampshire
$367K – – –
WB
1045
WesBanco Bank
West Virginia
$367K – – –
CWL
1046
Causey Wealth LLC
Colorado
$365K – – –
BBA
1047
BLB&B Advisors
Pennsylvania
$364K -$35.2K -860 -9%
PP
1048
Patten & Patten
Tennessee
$362K +$11.1K +270 +3%
AA
1049
ALPS Advisors
Colorado
$362K +$355K +8,670 New
BCWM
1050
Bartlett & Co Wealth Management
Ohio
$361K -$16.2K -396 -4%