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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1351
Planned Solutions
California
$162K +$147K +1,450 New
SFCL
1352
Strengthening Families & Communities LLC
Massachusetts
$157K -$711 -7 -0.5%
ACM
1353
Accent Capital Management
Ohio
$157K – – –
OC
1354
Oakmont Corp
California
$153K – – –
FNWA
1355
Financial Network Wealth Advisors
Utah
$152K +$1.22K +12 +0.9%
CAL
1356
Capital Analysts LLC
Pennsylvania
$151K -$350K -3,441 -72%
BC
1357
Barrett & Company
Rhode Island
$150K -$102 -1 -0.1%
SFO
1358
Standard Family Office
South Dakota
$144K – – –
OSNBOA
1359
Old Second National Bank of Aurora
Illinois
$140K – – –
SIC
1360
SJS Investment Consulting
Ohio
$139K -$67.4K -663 -35%
CFG
1361
CKW Financial Group
Hawaii
$137K – – –
ANBT
1362
American National Bank & Trust
Texas
$135K -$87.5K -861 -42%
RTC
1363
Riverview Trust Company
Washington
$132K +$1.12K +11 +0.9%
PA
1364
Pineridge Advisors
Missouri
$130K – – –
AGWCA
1365
Annis Gardner Whiting Capital Advisors
Florida
$124K -$8.84K -87 -7%
CA
1366
Crewe Advisors
Utah
$124K +$610 +6 +0.5%
CFFP
1367
Center for Financial Planning
Michigan
$123K – – –
IBOK
1368
Independence Bank of Kentucky
Kentucky
$123K +$102K +1,000 +1,000%
RIL
1369
Rothschild Investment LLC
Illinois
$122K +$17.1K +168 +18%
BSB
1370
Bangor Savings Bank
Maine
$121K +$28.2K +277 +34%
HDIM
1371
Hanson & Doremus Investment Management
Vermont
$120K – – –
T
1372
TOBAM
France
$119K – – –
BIC
1373
Beach Investment Counsel
Pennsylvania
$117K – – –
PGAM
1374
Princeton Global Asset Management
New Jersey
$115K – – –
KA
1375
Kozak & Associates
Colorado
$115K +$407 +4 +0.4%