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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Aberdeen Wealth Management
Illinois
$144K +$170K +3,884 New
TCOT
852
Trust Company of Toledo
Ohio
$143K +$48.3K +1,100 +40%
CFB
853
Cullen/Frost Bankers
Texas
$142K +$10.2K +232 +6%
NRG
854
Nemes Rush Group
Michigan
$141K +$132 +3 +0.1%
AIM
855
Acropolis Investment Management
Missouri
$138K
FGC
856
Financial Gravity Companies
Texas
$137K +$162K +3,703 New
SL
857
Salomon & Ludwin
Virginia
$137K
CFSG
858
Community Financial Services Group
Vermont
$134K
SIA
859
Strategic Investment Advisors
Michigan
$133K -$76.3K -1,740 -33%
FPB
860
First PREMIER Bank
South Dakota
$132K
CSB
861
City State Bank
Iowa
$124K -$4.39K -100 -3%
VC
862
Vestor Capital
Illinois
$123K -$51.8K -1,181 -53%
MNA
863
Manning & Napier Advisors
New York
$122K +$137K +3,132 +2,206%
TFA
864
Toth Financial Advisory
Virginia
$122K
CW
865
CrossGen Wealth
North Carolina
$122K +$1.84K +42 +1%
BFPW
866
BOK Financial Private Wealth
Colorado
$114K +$8.86K +202 +7%
KFI
867
Key Financial Inc
Pennsylvania
$114K -$12K -273 -8%
UBP
868
Union Bancaire Privee
Switzerland
$113K
SN
869
Sittner & Nelson
Oregon
$109K +$3.33K +76 +3%
CA
870
Continuum Advisory
Idaho
$109K +$130K +2,954 New
NL
871
NVWM LLC
Pennsylvania
$107K
ADL
872
Asset Dedication LLC
California
$106K
BGAI
873
Bruce G. Allen Investments
Colorado
$106K +$702 +16 +0.6%
KFP
874
Kerr Financial Planning
California
$106K +$834 +19 +0.7%
FB
875
First Bancorp
Maine
$105K +$124K +2,834 New