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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1626
Ategra Capital Management
Virginia
$730K +$709K +30,829 New
MA
1627
MCF Advisors
Kentucky
$728K +$152K +6,592 +27%
PJSIMP
1628
P.J. Schmidt Investment Management (PJS)
Wisconsin
$727K -$71.4K -3,103 -9%
BOS
1629
Bank of Stockton
California
$727K -$8.12K -353 -1%
PAG
1630
Pinnacle Advisory Group
Maryland
$724K +$23.9K +1,039 +4%
BOS
1631
Bingham Osborn & Scarborough
California
$723K +$3.68K +160 +0.5%
MMG
1632
Monetary Management Group
Missouri
$723K +$45.7K +1,986 +7%
MC
1633
Miles Capital
Iowa
$722K -$7.29K -317 -1%
GEA
1634
Glen Eagle Advisors
New Jersey
$722K +$74.6K +3,241 +12%
CCG
1635
Chatham Capital Group
Georgia
$719K -$102K -4,445 -13%
CGA
1636
Crescent Grove Advisors
Illinois
$717K +$47.4K +2,061 +7%
CWA
1637
Clarus Wealth Advisors
Arizona
$717K +$81.2K +3,529 +13%
CWM
1638
Cordatus Wealth Management
Pennsylvania
$714K +$121K +5,269 +21%
DBIA
1639
Dumont & Blake Investment Advisors
New Jersey
$713K +$45.4K +1,974 +7%
CIP
1640
Cornerstone Investment Partners
Georgia
$713K +$57.3K +2,492 +9%
GFS
1641
GYL Financial Synergies
Connecticut
$711K +$173K +7,505 +33%
TC
1642
Trilogy Capital
California
$709K +$688K +29,917 New
RCM
1643
RB Capital Management
Nevada
$706K +$4.23K +184 +0.6%
XS
1644
XR Securities
Illinois
$706K +$196K +8,538 +40%
RAG
1645
Roof Advisory Group
Pennsylvania
$704K -$11.7K -510 -2%
EWM
1646
Endurance Wealth Management
Rhode Island
$704K -$4.55K -198 -0.7%
GI
1647
GS Investments
Minnesota
$702K +$31K +1,347 +5%
RWP
1648
RWA Wealth Partners
Massachusetts
$699K +$23 +1 +0%
SFSIG
1649
San Francisco Sentry Investment Group
California
$699K +$86.5K +3,759 +15%
CBT
1650
Capital Bank & Trust
California
$696K -$7.02K -305 -1%