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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
901
Regatta Capital Group
California
$3.3M +$29.5K +708 +1%
WFG
902
Wills Financial Group
Virginia
$3.3M -$83.3K -1,997 -3%
4WM
903
44 Wealth Management
Oregon
$3.3M +$3.21M +77,029 New
LG
904
Leuthold Group
Minnesota
$3.29M +$3.06M +73,220 New
M
905
Mirova
France
$3.27M
BG
906
Bollard Group
Massachusetts
$3.27M +$628K +15,041 +26%
NS
907
NBC Securities
Alabama
$3.26M +$28K +670 +0.9%
BEAM
908
Baker Ellis Asset Management
Washington
$3.26M +$71.5K +1,713 +2%
BB
909
Berkshire Bank
Massachusetts
$3.26M +$287K +6,877 +10%
TC
910
Truvestments Capital
Florida
$3.25M +$377K +9,025 +14%
CSA
911
Cottage Street Advisors
Massachusetts
$3.23M +$143K +3,419 +5%
AWAU
912
Alliance Wealth Advisors (Utah)
Utah
$3.23M +$129K +3,090 +4%
WI
913
WBI Investments
New Jersey
$3.21M +$132K +3,162 +5%
MAS
914
Meeder Advisory Services
Ohio
$3.21M -$17.9K -429 -0.6%
KCM
915
Kerusso Capital Management
North Carolina
$3.21M +$181K +4,330 +6%
OHWP
916
Oak Harbor Wealth Partners
North Carolina
$3.21M +$67.7K +1,623 +2%
FNBTCON
917
First National Bank & Trust Co of Newtown
Pennsylvania
$3.2M -$69.7K -1,670 -2%
KOC
918
Koss-Olinger Consulting
Florida
$3.2M -$171K -4,109 -5%
MFGM
919
Marshall Financial Group (Maryland)
Maryland
$3.2M +$40.9K +979 +1%
CT
920
Caldwell Trust
Florida
$3.19M -$75.8K -1,816 -2%
CCM
921
Cutler Capital Management
Massachusetts
$3.19M +$120K +2,877 +4%
RMAM
922
Raab & Moskowitz Asset Management
New Jersey
$3.18M +$472K +11,315 +19%
HA
923
Herold Advisors
New York
$3.17M +$200K +4,802 +7%
LCM
924
Lazari Capital Management
California
$3.14M +$114K +2,725 +4%
Verition Fund Management
925
Verition Fund Management
Connecticut
$3.14M -$14.3M -343,167 -83%