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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
651
Boston Financial Management
Massachusetts
$604K -$90.8K -1,313 -9%
DBIA
652
Dumont & Blake Investment Advisors
New Jersey
$600K -$12.6K -182 -1%
WANY
653
Wealthspire Advisors (New York)
New York
$595K +$902K +13,038 New
BFEC
654
Benjamin F. Edwards & Company
Missouri
$594K +$74.6K +1,078 +9%
LHC
655
Little House Capital
Massachusetts
$594K +$684K +9,892 +316%
ZCM
656
Ziegler Capital Management
Illinois
$594K +$900K +13,004 New
TIM
657
Thompson Investment Management
Wisconsin
$591K +$895K +12,941 New
OFS
658
Orrstown Financial Services
Pennsylvania
$589K -$39.9K -576 -4%
AIM
659
Acropolis Investment Management
Missouri
$589K +$180K +2,597 +25%
ACA
660
Atlas Capital Advisors
Wyoming
$588K +$200K +2,895 +29%
CFG
661
Citizens Financial Group
Rhode Island
$583K -$55.9K -808 -6%
AC
662
Asio Capital
Kentucky
$582K +$681K +9,839 +338%
CC
663
Claybrook Capital
Massachusetts
$580K +$879K +12,700 New
NSAM
664
North Star Asset Management
Wisconsin
$579K -$138K -2,000 -14%
BWM
665
Buckley Wealth Management
Nevada
$579K +$67.2K +972 +8%
EI
666
EDMP Inc
Florida
$577K +$854K +12,341 New
THWM
667
Taylor Hoffman Wealth Management
Virginia
$572K -$182K -2,628 -17%
SIC
668
SFE Investment Counsel
California
$560K -$82.3K -1,189 -9%
TFS
669
Thoroughbred Financial Services
Tennessee
$557K +$5.19K +75 +0.6%
NIM
670
Nexus Investment Management
Ontario, Canada
$557K +$104K +1,500 +14%
FBFS
671
First Business Financial Services
Wisconsin
$554K +$23.4K +338 +3%
UB
672
UMB Bank
Missouri
$552K -$151K -2,187 -15%
MCCP
673
Mission Creek Capital Partners
California
$551K -$19.9K -288 -2%
WB
674
WesBanco Bank
West Virginia
$548K +$9.82K +142 +1%
CFGS
675
Concourse Financial Group Securities
Alabama
$545K -$339K -4,898 -29%