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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1551
Formidable Asset Management
Ohio
$622K +$56.1K +229 +10%
CAG
1552
Csenge Advisory Group
Florida
$621K +$84.8K +346 +16%
HA
1553
Harfst & Associates
Wyoming
$620K -$2.94K -12 -0.5%
FCBT
1554
First Citizens Bank & Trust
North Carolina
$620K +$158K +644 +34%
SWA
1555
SFMG Wealth Advisors
Texas
$619K -$5.64K -23 -0.9%
CIM
1556
CIM Investment Management
Pennsylvania
$619K -$3.19K -13 -0.5%
LPT
1557
Legacy Private Trust
Wisconsin
$618K
BTI
1558
Blue Trust Inc
Georgia
$618K +$626K +2,556 New
PCMM
1559
Piedmont Capital Management (Montana)
Montana
$617K -$19.4K -79 -3%
WFA
1560
Wellspring Financial Advisors
Ohio
$616K -$11.8K -48 -2%
SRC
1561
Sage Rhino Capital
California
$616K -$1.47K -6 -0.2%
RIG
1562
Renaissance Investment Group
Massachusetts
$614K -$13.5K -55 -2%
BHA
1563
Beech Hill Advisors
New York
$614K -$1.96K -8 -0.3%
TRIA
1564
Trail Ridge Investment Advisors
Colorado
$614K
CAL
1565
Capital Advisors Ltd
Ohio
$613K +$4.66K +19 +0.8%
ACM
1566
Armbruster Capital Management
New York
$612K -$18.4K -75 -3%
CSB
1567
City State Bank
Iowa
$610K -$2.21K -9 -0.4%
BAM
1568
Bosun Asset Management
Illinois
$608K
SIC
1569
Sterling Investment Counsel
New York
$607K -$11.8K -48 -2%
TW
1570
Transform Wealth
Colorado
$604K -$9.8K -40 -2%
CAN
1571
Claraphi Advisory Network
United States
$604K +$609K +2,484 New
CCMD
1572
Cypress Capital Management (Delaware)
Delaware
$603K -$11K -45 -2%
TCPWM
1573
Traverso Chambers Private Wealth Management
California
$603K +$26.7K +109 +5%
FBC
1574
Fairfield, Bush & Co
Connecticut
$601K -$136K -555 -18%
AA
1575
Auxano Advisors
Washington
$601K -$1.23K -5 -0.2%