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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1351
Kendall Capital Management
Maryland
$950K -$18.7K -437 -2%
SIM
1352
Sentry Investment Management
Wisconsin
$948K -$99.6K -2,324 -10%
SCI
1353
Stableford Capital II
Arizona
$944K +$69.1K +1,613 +8%
JAFL
1354
Jay A. Fishman Ltd
Michigan
$943K
CNBT
1355
Cornerstone National Bank & Trust
Illinois
$942K -$9.09K -212 -1%
VIA
1356
Vickerman Investment Advisors
Washington
$941K -$194K -4,525 -17%
TI
1357
Truepoint Inc
Ohio
$935K +$4.84K +113 +0.5%
SAW
1358
Signal Advisors Wealth
Michigan
$932K +$911K +21,259 New
TC
1359
Telemus Capital
Michigan
$931K +$137K +3,199 +18%
FFO
1360
Fiduciary Family Office
Florida
$931K +$910K +21,228 New
WBC
1361
West Branch Capital
Massachusetts
$928K -$61.8K -1,441 -6%
PWMAG
1362
Pinnacle Wealth Management Advisory Group
New Jersey
$927K -$38.4K -896 -4%
RCA
1363
Resonant Capital Advisors
Wisconsin
$927K +$43.9K +1,025 +5%
CH
1364
Canton Hathaway
Rhode Island
$926K -$42.9K -1,000 -5%
KMWM
1365
Keudell/Morrison Wealth Management
Oregon
$919K -$64.8K -1,513 -7%
FCA
1366
FLC Capital Advisors
California
$917K +$46.1K +1,076 +5%
ST
1367
Sentinel Trust
Texas
$916K -$514K -12,000 -36%
ESB
1368
Essex Savings Bank
Connecticut
$916K +$74.9K +1,747 +9%
IIC
1369
Integrated Investment Consultants
Michigan
$906K +$53.3K +1,243 +6%
WA
1370
WealthTrust Axiom
Pennsylvania
$901K +$18.3K +428 +2%
MSFS
1371
Main Street Financial Solutions
Pennsylvania
$899K -$10.8K -251 -1%
FI
1372
Financial Insights
Washington
$897K +$48.6K +1,135 +6%
LA
1373
LVW Advisors
New York
$896K +$240K +5,591 +38%
KFSC
1374
Keystone Financial Services (Colorado)
Colorado
$896K +$9.81K +229 +1%
BCG
1375
BayBridge Capital Group
California
$887K +$884K +20,624 New