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Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
2851
Cardinal Point Capital Management
Ontario, Canada
$429K +$131K +590 +45%
CPWMP
2852
Cardinal Point Wealth Management Partners
California
$429K +$131K +590 +45%
OPTFSNA
2853
Old Point Trust & Financial Services N A
Virginia
$428K +$11.4K +51 +3%
OFS
2854
OneAscent Financial Services
Alabama
$427K -$83.2K -374 -16%
NFG
2855
Nadler Financial Group
Illinois
$426K
JCM
2856
Jag Capital Management
Missouri
$425K +$104K +465 +33%
MCM
2857
Monarch Capital Management
Indiana
$423K
VFPI
2858
Vantage Financial Partners (Illinois)
Illinois
$423K
MIA
2859
Milestone Investment Advisors
Wisconsin
$423K +$417K +1,875 New
SWM
2860
Scissortail Wealth Management
Oklahoma
$422K -$599K -2,690 -59%
WC
2861
Westhampton Capital
North Carolina
$422K +$20K +90 +5%
DB
2862
Dravo Bay
Delaware
$422K
CSWM
2863
Cassady Schiller Wealth Management
Ohio
$420K
FCM
2864
FJ Capital Management
Virginia
$418K -$649K -2,914 -61%
ML
2865
McAdam LLC
Pennsylvania
$418K +$151K +679 +58%
WAM
2866
Worth Asset Management
Texas
$417K +$36.1K +162 +10%
PCMF
2867
Private Capital Management (Florida)
Florida
$415K
Financial Engines Advisors
2868
Financial Engines Advisors
California
$414K -$99.5K -447 -20%
SFG
2869
Sunburst Financial Group
Alabama
$414K -$51K -229 -11%
SAMC
2870
Spectrum Asset Management (California)
California
$414K
JWM
2871
Jeppson Wealth Management
California
$413K -$10.7K -48 -3%
MWPCG
2872
Measured Wealth Private Client Group
New Hampshire
$413K -$13.8K -62 -3%
BEI
2873
Benjamin Edwards Inc
Missouri
$413K -$47.9K -215 -11%
FA
2874
Fiduciary Alliance
South Carolina
$413K +$24.5K +110 +6%
MAG
2875
MRA Advisory Group
New Jersey
$413K -$4.45K -20 -1%