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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1701
Monograph Wealth Advisors
California
$859K – – –
HPM
1702
Hoxton Planning & Management
West Virginia
$859K +$29.6K +148 +5%
AP
1703
Appleton Partners
Massachusetts
$858K – – –
VF
1704
Vista Finance
Missouri
$856K – – –
KAM
1705
Knightsbridge Asset Management
California
$854K -$75K -375 -10%
MFP
1706
Meridian Financial Partners
Virginia
$853K +$16K +80 +3%
JWBC
1707
J.W. Burns & Co
New York
$852K +$2K +10 +0.3%
ACP
1708
Arcus Capital Partners
Georgia
$852K – – –
SOW
1709
State of Wyoming
Wyoming
$849K -$19K -95 -3%
KCM
1710
Kornitzer Capital Management
Kansas
$848K +$648K +3,240 New
MWM
1711
McNaughton Wealth Management
California
$846K +$18.2K +91 +3%
CCP
1712
Clarkston Capital Partners
Michigan
$844K – – –
CAM
1713
Columbia Asset Management
Michigan
$844K +$645K +3,224 New
RWI
1714
Red Wave Investments
Pennsylvania
$844K +$3K +15 +0.5%
ABC
1715
Associated Banc-Corp
Wisconsin
$836K – – –
FCFC
1716
First Commonwealth Financial Corp
Pennsylvania
$836K -$65.2K -326 -9%
KIG
1717
Kowal Investment Group
Wisconsin
$835K +$51.2K +256 +9%
WC
1718
Woodstock Corp
Massachusetts
$835K -$140K -700 -18%
HWA
1719
HHM Wealth Advisors
Tennessee
$835K +$336K +1,678 +111%
HFS
1720
Howard Financial Services
Texas
$833K +$79.8K +399 +14%
EWA
1721
Evolution Wealth Advisors
Florida
$833K -$309K -1,545 -33%
FNBOH
1722
First National Bank of Hutchinson
Kansas
$832K +$16.6K +83 +3%
PCA
1723
Pallas Capital Advisors
Massachusetts
$830K +$68.6K +343 +14%
CF
1724
Corrigan Financial
Rhode Island
$826K – – –
TC
1725
Telemus Capital
Michigan
$823K -$2.8K -14 -0.4%