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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
1376
Trust Company of Toledo
Ohio
$149K – – –
BC
1377
Barrett & Company
Rhode Island
$147K – – –
Cohen & Steers
1378
Cohen & Steers
New York
$143K +$144K +1,300 New
OL
1379
OneFund LLC
Florida
$142K -$22.5K -203 -14%
CAL
1380
Capital Analysts LLC
Pennsylvania
$142K +$1.33K +12 +0.9%
VWA
1381
VSM Wealth Advisory
Maryland
$140K – – –
DCM
1382
Davis Capital Management
Florida
$133K – – –
CFG
1383
CKW Financial Group
Hawaii
$133K – – –
WAU
1384
Wellington-Altus USA
Manitoba, Canada
$128K – – –
FWA
1385
Flagship Wealth Advisors
Massachusetts
$127K – – –
ZBNA
1386
Zions Bancorporation, National Association
Utah
$126K -$81K -731 -39%
MWM
1387
Magnolia Wealth Management
Alabama
$124K +$125K +1,130 New
RIL
1388
Rothschild Investment LLC
Illinois
$121K -$28.3K -255 -19%
WSCM
1389
Wellington Shields Capital Management
New York
$121K – – –
CFFP
1390
Center for Financial Planning
Michigan
$119K -$4.32K -39 -3%
SWP
1391
Strategic Wealth Partners
Ohio
$119K -$332 -3 -0.3%
JWM
1392
JPL Wealth Management
Colorado
$118K +$120K +1,079 New
SIM
1393
Synergy Investment Management
Florida
$118K +$119K +1,073 New
KA
1394
Kozak & Associates
Colorado
$116K +$665 +6 +0.6%
BSB
1395
Bangor Savings Bank
Maine
$116K – – –
BCWM
1396
Bartlett & Co Wealth Management
Ohio
$115K +$222 +2 +0.2%
IBOK
1397
Independence Bank of Kentucky
Kentucky
$115K – – –
WETS
1398
Wealth Enhancement Trust Services
South Dakota
$115K -$35.7K -322 -24%
QC
1399
Quent Capital
New York
$111K +$997 +9 +0.9%
PAM
1400
Parvin Asset Management
South Dakota
$110K – – –