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Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
1401
P.J. Schmidt Investment Management (PJS)
Wisconsin
$788K -$66.8K -1,497 -8%
BTI
1402
Blue Trust Inc
Georgia
$787K +$390K +8,728 +85%
PA
1403
Perennial Advisors
New York
$786K -$3.35K -75 -0.4%
Koshinski Asset Management
1404
Koshinski Asset Management
Illinois
$782K -$30.4K -681 -4%
PCMC
1405
Paragon Capital Management (Colorado)
Colorado
$781K +$8.39K +188 +1%
EFS
1406
Essex Financial Services
Connecticut
$774K -$24.8K -556 -3%
HH
1407
Hilltop Holdings
Texas
$773K -$4.6K -103 -0.6%
WP
1408
Westmount Partners
California
$773K -$40.9K -917 -5%
JMFC
1409
J.M. Forbes & Co
Massachusetts
$771K
JCM
1410
Jacobi Capital Management
Pennsylvania
$770K +$10.4K +234 +1%
AWG
1411
Altus Wealth Group
Colorado
$768K -$35.1K -787 -4%
FFA
1412
Founders Financial Alliance
North Carolina
$767K -$119K -2,657 -13%
GAM
1413
Griffin Asset Management
New York
$766K -$29.7K -665 -4%
PWM
1414
PBMares Wealth Management
Virginia
$763K -$10.8K -241 -1%
ATWA
1415
Arbor Trust Wealth Advisors
Michigan
$758K +$497K +11,132 +187%
IBOK
1416
Independence Bank of Kentucky
Kentucky
$758K -$692K -15,500 -48%
CA
1417
Claro Advisors
Massachusetts
$758K -$66.7K -1,493 -8%
GBT
1418
Grove Bank & Trust
Florida
$757K -$41.1K -920 -5%
MLA
1419
My Legacy Advisors
Oregon
$754K +$27K +605 +4%
JGUA
1420
John G. Ullman & Associates
New York
$749K -$12.7K -284 -2%
FMLI
1421
Fukoku Mutual Life Insurance
Japan
$749K -$38.4K -859 -5%
PAMG
1422
Patton Albertson Miller Group
Tennessee
$748K +$134 +3 +0%
BCA
1423
Bay Colony Advisors
Massachusetts
$748K +$141K +3,165 +23%
LA
1424
Lifeworks Advisors
Michigan
$746K +$111K +2,495 +17%
SAM
1425
Synergy Asset Management
Washington
$744K +$749K +16,772 New