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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
876
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K -$82K -318 -38%
CAL
877
Capital Analysts LLC
Pennsylvania
$126K – – –
IFAM
878
Institutional & Family Asset Management
Colorado
$126K – – –
KFI
879
Key Financial Inc
Pennsylvania
$121K +$128K +495 New
WWM
880
Wolff Wiese Magana
California
$119K +$125K +486 New
BFC
881
Bedel Financial Consulting
Indiana
$118K – – –
IAIM
882
International Assets Investment Management
Florida
$118K +$1.15M +4,466 New
PWPS
883
Pinnacle Wealth Planning Services
Ohio
$113K +$118K +459 New
LPIC
884
LeJeune Puetz Investment Counsel
Michigan
$111K – – –
HBT
885
Hills Bank & Trust
Iowa
$110K -$15.7K -61 -12%
CBT
886
CoreFirst Bank & Trust
Kansas
$110K +$116K +450 New
IAS
887
IMA Advisory Services
Colorado
$109K -$8.26K -32 -7%
CB
888
CNB Bank
Pennsylvania
$108K +$258 +1 +0.2%
DWA
889
Dougherty Wealth Advisers
Minnesota
$105K – – –
HI
890
Human Investing
Oregon
$103K -$2.58K -10 -2%
RPWA
891
Regent Peak Wealth Advisors
Georgia
$102K +$107K +415 New
M
892
Mirova
France
$101K +$68.9K +267 +179%
BWP
893
Baldwin Wealth Partners
Massachusetts
$98K – – –
AA
894
AlphaCentric Advisors
Puerto Rico
$98K +$95.5K +370 +1,233%
CA
895
Clearstead Advisors
Ohio
$94K – – –
CHC
896
City Holding Co
West Virginia
$92K – – –
KCM
897
Kathmere Capital Management
Pennsylvania
$89K – – –
OIA
898
Optimum Investment Advisors
Illinois
$86K -$5.16K -20 -5%
PCTC
899
Perkins Coie Trust Company
Washington
$86K – – –
FWM
900
FSA Wealth Management
Massachusetts
$86K +$90.3K +350 New