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Name Holding Trade Value Shares
Change
Change in
Stake
HRCM
2901
Hood River Capital Management
Florida
$132K +$127K +433 New
CGA
2902
Compound Global Advisors
Washington
$131K – – –
MSWM
2903
Mowery & Schoenfeld Wealth Management
Illinois
$129K – – –
CAM
2904
Costello Asset Management
Pennsylvania
$129K -$29.3K -100 -19%
RBC
2905
Roble Belko & Company
Pennsylvania
$129K +$587 +2 +0.5%
CFM
2906
Cornerstone Financial Management
Massachusetts
$127K +$123K +419 New
TFGT
2907
TS Financial Group (TSFG)
Illinois
$127K +$10.9K +37 +10%
OSNBOA
2908
Old Second National Bank of Aurora
Illinois
$125K – – –
PP
2909
Pingora Partners
Wyoming
$122K -$14.7K -50 -11%
FIM
2910
FWL Investment Management
Texas
$120K +$17K +58 +17%
TWD
2911
True Wealth Design
Ohio
$119K +$12K +41 +12%
MCM
2912
Manchester Capital Management
Vermont
$119K -$129K -440 -53%
JFA
2913
JNBA Financial Advisors
Minnesota
$118K +$7.63K +26 +7%
B
2914
Birchbrook
Maine
$116K – – –
GFA
2915
Godfrey Financial Associates
New York
$115K +$111K +380 New
FMB
2916
Field & Main Bank
Kentucky
$115K – – –
CAM
2917
Capco Asset Management
Florida
$112K +$24.6K +84 +29%
TCM
2918
Triumph Capital Management
Colorado
$111K +$107K +366 New
CFFP
2919
Center for Financial Planning
Michigan
$110K +$12K +41 +13%
PWS
2920
Peterson Wealth Services
Utah
$110K +$68.7K +234 +184%
VC
2921
Vestor Capital
Illinois
$108K +$56.6K +193 +55%
CCM
2922
Chilton Capital Management
Texas
$107K -$53.7K -183 -34%
HAP
2923
Harbor Asset Planning
Massachusetts
$106K – – –
AW
2924
Avion Wealth
Texas
$106K +$9.98K +34 +11%
CB
2925
Community Bank
New York
$105K – – –