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Name Holding Trade Value Shares
Change
Change in
Stake
OC
1226
Oakworth Capital
Alabama
$94.3K
FC
1227
Financial Consulate
Maryland
$93.3K +$965 +2 +1%
FMII
1228
Farmers & Merchants Investments Inc
Nebraska
$91.7K -$483 -1 -0.6%
TWD
1229
True Wealth Design
Ohio
$89.1K +$1.93K +4 +2%
MCP
1230
Miller Capital Partners
Michigan
$87.6K
MA
1231
MCF Advisors
Kentucky
$87.6K +$15K +31 +22%
ACA
1232
Atlas Capital Advisors
Wyoming
$87.1K
LWCFA
1233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K
CLOS
1234
Compagnie Lombard Odier SCmA
Switzerland
$79.9K
SFCL
1235
Strengthening Families & Communities LLC
Massachusetts
$79.3K +$1.45K +3 +2%
AAG
1236
Accordant Advisory Group
Maryland
$78.3K
MAM
1237
Meeder Asset Management
Ohio
$77.8K +$23.6K +49 +48%
WTA
1238
Washington Trust Advisors
Massachusetts
$74.4K +$16.4K +34 +31%
HPC
1239
HM Payson & Co
Maine
$72.1K
JWM
1240
JPL Wealth Management
Colorado
$71.6K +$5.79K +12 +9%
JWA
1241
JFS Wealth Advisors
Pennsylvania
$71.6K -$3.38K -7 -5%
BDPWM
1242
Barnes Dennig Private Wealth Management
Ohio
$71.1K +$25.6K +53 +62%
UFF
1243
USA Financial Formulas
Michigan
$69.6K +$64.2K +133 +6,650%
IA
1244
IFG Advisory
Georgia
$69.6K +$65.2K +135 New
BWM
1245
Benson Wealth Management
Tennessee
$66.5K
SL
1246
Salomon & Ludwin
Virginia
$66.1K +$14K +29 +33%
FA
1247
Fedenia Advisers
Wisconsin
$63.4K +$59.4K +123 New
BWA
1248
Basecamp Wealth Advisors
Washington
$61.3K -$5.79K -12 -9%
AEPWM
1249
Atlantic Edge Private Wealth Management
Florida
$60.3K -$7.24K -15 -11%
CFD
1250
Creative Financial Designs
Indiana
$59.8K +$483 +1 +0.9%