Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1701
Cedar Mountain Advisors
Oregon
$603K – – –
MFGM
1702
Marshall Financial Group (Maryland)
Maryland
$601K +$167K +612 +30%
FPS
1703
Fieldpoint Private Securities
Connecticut
$599K -$1.49M -5,454 -67%
VWM
1704
Venturi Wealth Management
Texas
$599K -$22.9K -84 -3%
BFS
1705
Bradley Foster & Sargent
Connecticut
$599K +$165K +603 +29%
SBL
1706
Sargent Bickham Lagudis
Colorado
$598K +$69.6K +255 +11%
SWM
1707
Sugarloaf Wealth Management
Georgia
$598K +$159K +582 +28%
BWM
1708
Brickley Wealth Management
California
$597K +$14.7K +54 +2%
EPA
1709
Element Pointe Advisors
Florida
$597K +$31.1K +114 +4%
NGA
1710
Naples Global Advisors
Florida
$597K +$106K +387 +17%
CC
1711
Chicago Capital
Illinois
$596K -$2.46K -9 -0.3%
AWM
1712
Avaii Wealth Management
Wisconsin
$596K +$99.9K +366 +16%
ACA
1713
Atlas Capital Advisors
Wyoming
$596K +$725K +2,655 New
MCM
1714
Maple Capital Management
Vermont
$595K -$7.37K -27 -1%
SIGI
1715
Susquehanna International Group (Ireland)
Ireland
$595K +$724K +2,652 New
DEM
1716
Disciplined Equity Management
Florida
$592K +$16.4K +60 +2%
WA
1717
WP Advisors
California
$591K +$53.2K +195 +8%
LA
1718
Lynch & Associates
Indiana
$590K +$46.7K +171 +7%
EIG
1719
Ellenbecker Investment Group
Wisconsin
$589K -$14.7K -54 -2%
SA
1720
SRH Advisors
Kansas
$589K – – –
RZH
1721
Relyea Zuckerberg Hanson
Connecticut
$589K +$52.4K +192 +8%
IWS
1722
Insight Wealth Strategies
California
$588K +$8.19K +30 +1%
PAM
1723
Paradigm Asset Management
New York
$587K -$1.15M -4,200 -62%
Kayne Anderson Rudnick Investment Management
1724
Kayne Anderson Rudnick Investment Management
California
$587K – – –
WA
1725
Wambolt & Associates
Colorado
$585K +$139K +510 +24%