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Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
876
McCarter Private Wealth Services
Massachusetts
$514K +$495K +6,583 New
JWCA
877
J.W. Cole Advisors
Florida
$514K -$26.6K -354 -5%
FMB
878
Field & Main Bank
Kentucky
$511K -$4.89K -65 -1%
RP
879
Riverwater Partners
Wisconsin
$510K +$64K +852 +15%
MFA
880
Mayflower Financial Advisors
Massachusetts
$508K -$2.78K -37 -0.6%
MCM
881
MAI Capital Management
Ohio
$506K -$221K -2,946 -31%
RIL
882
Rothschild Investment LLC
Illinois
$505K -$5.5M -73,170 -92%
GWP
883
Gen-Wealth Partners
Michigan
$504K +$46.7K +621 +10%
PMA
884
Prudent Man Advisors
Illinois
$502K -$11.6K -154 -2%
GCM
885
Glaxis Capital Management
Florida
$500K
BFG
886
Beacon Financial Group
Texas
$498K +$2.33K +31 +0.5%
Bessemer Group
887
Bessemer Group
New Jersey
$497K +$13.6K +181 +3%
FPB
888
First PREMIER Bank
South Dakota
$494K -$65K -865 -12%
THCM
889
Taylor Hoffman Capital Management
Virginia
$493K +$495K +6,579 New
PS
890
Principal Securities
Iowa
$491K -$39.8K -529 -8%
RCM
891
Radnor Capital Management
Pennsylvania
$491K +$473K +6,295 New
JFGIW
892
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$490K +$441K +5,864 +1,410%
MG
893
Mather Group
Illinois
$490K -$92.5K -1,230 -16%
MIM
894
Montgomery Investment Management
Maryland
$488K
UH
895
Unigestion Holding
Switzerland
$484K +$466K +6,202 New
DP
896
Dearborn Partners
Illinois
$484K
CFG
897
Copley Financial Group
California
$480K +$462K +6,143 New
AOWM
898
Alpha Omega Wealth Management
Virginia
$478K -$16.9K -225 -4%
CCG
899
Cypress Capital Group
Florida
$477K -$185K -2,458 -29%
OFS
900
OneAscent Financial Services
Alabama
$472K +$454K +6,044 New