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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1801
Jacobsen Capital Management
Utah
$313K +$975 +49 +0.3%
PAG
1802
Powers Advisory Group
Illinois
$312K -$33.7K -1,692 -11%
BB
1803
Berkshire Bank
Massachusetts
$312K – – –
SWM
1804
Selective Wealth Management
Virginia
$312K -$47.3K -2,377 -14%
SKK
1805
Shepherd Kaplan Krochuk
Massachusetts
$310K – – –
TFG
1806
Tilson Financial Group
New Jersey
$307K +$278K +13,952 New
CW
1807
Channel Wealth
California
$306K -$28.7K -1,443 -9%
CAM
1808
Costello Asset Management
Pennsylvania
$306K -$42.2K -2,123 -13%
M
1809
MOTCO
Texas
$306K -$7.96K -400 -3%
IP
1810
Intellectus Partners
California
$305K -$14.8K -746 -5%
CWP
1811
CFM Wealth Partners
Texas
$305K -$124K -6,207 -31%
CSI
1812
Cross Staff Investments
New York
$303K +$20 +1 +0%
QC
1813
Quent Capital
New York
$303K -$55.4K -2,782 -17%
ARC
1814
Advisor Resource Council
Texas
$303K +$274K +13,756 New
HIA
1815
Harbor Investment Advisory
Maryland
$302K +$58.3K +2,932 +27%
CCA
1816
Cobblestone Capital Advisors
New York
$302K +$2.45K +123 +0.9%
OHWP
1817
Oak Harbor Wealth Partners
North Carolina
$301K -$338 -17 -0.1%
REMPR
1818
Roof Eidam Maycock Peralta (REMP)
California
$300K +$271K +13,615 New
NECFA
1819
New England Capital Financial Advisors
Connecticut
$298K -$29.1K -1,461 -10%
AFGAS
1820
Allegiance Financial Group Advisory Services
Virginia
$298K +$269K +13,537 New
MPI
1821
Mairs & Power Inc
Minnesota
$298K -$99.5K -5,000 -27%
CPA
1822
Cardiff Park Advisors
California
$298K +$57.7K +2,898 +27%
SRC
1823
Sage Rhino Capital
California
$297K +$895 +45 +0.3%
HNB
1824
Hilltop National Bank
Wyoming
$297K -$18.3K -920 -6%
RTC
1825
Riverview Trust Company
Washington
$297K +$2.51K +126 +0.9%