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Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
901
Mach-1 Financial Group
Arkansas
$792K +$909K +7,163 New
SW
902
SlateStone Wealth
Florida
$790K +$182K +1,436 +25%
OC
903
Oarsman Capital
Wisconsin
$789K +$184K +1,449 +25%
BWM
904
Buckley Wealth Management
Nevada
$787K +$157K +1,240 +21%
CFA
905
Cahill Financial Advisors
Minnesota
$787K -$11.2K -88 -1%
EP
906
Eudaimonia Partners
Tennessee
$783K -$113K -892 -11%
RMC
907
Resources Management Corp
Connecticut
$782K +$102K +803 +13%
MCM
908
Mendel Capital Management
Arkansas
$781K +$1.14K +9 +0.1%
TFS
909
Thoroughbred Financial Services
Tennessee
$778K +$545K +4,296 +156%
TCOT
910
Trust Company of Toledo
Ohio
$777K -$4.57K -36 -0.5%
FFG
911
Fortem Financial Group
California
$775K -$95.9K -755 -10%
BFA
912
Beacon Financial Advisory
Ohio
$773K +$3.81K +30 +0.4%
TCA
913
Trifecta Capital Advisors
Illinois
$771K -$39.6K -312 -4%
AIM
914
Acropolis Investment Management
Missouri
$769K +$94.8K +747 +12%
Meiji Yasuda Life Insurance
915
Meiji Yasuda Life Insurance
Japan
$764K -$349K -2,747 -28%
GSEP
916
Golden State Equity Partners
California
$761K -$269K -2,119 -24%
FFA
917
First Foundation Advisors
California
$760K -$91K -717 -9%
DJSG
918
D.J. St. Germain
Massachusetts
$753K -$5.08K -40 -0.6%
Independent Financial Group
919
Independent Financial Group
California
$751K +$26.3K +207 +3%
CCG
920
Cypress Capital Group
Florida
$749K -$1.13M -8,864 -57%
Becker Capital Management
921
Becker Capital Management
Oregon
$742K -$235K -1,848 -22%
MAM
922
MWA Asset Management
Massachusetts
$742K +$852K +6,710 New
NEAM
923
New England Asset Management
Connecticut
$741K -$145K -1,139 -15%
FAIM
924
Financial Advocates Investment Management
Washington
$739K +$226K +1,783 +36%
CSA
925
Cottage Street Advisors
Massachusetts
$736K -$20.6K -162 -2%