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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1201
CWA Asset Management Group
Florida
$955K +$113K +1,023 +16%
BOPW
1202
Brandywine Oak Private Wealth
Pennsylvania
$944K +$12.8K +116 +2%
TCOT
1203
Trust Company of Toledo
Ohio
$943K -$8.3K -75 -1%
RIA
1204
Regal Investment Advisors
Michigan
$940K -$42.6K -385 -5%
WP
1205
Westmount Partners
California
$934K +$111 +1 +0%
CP
1206
Canopy Partners
Ohio
$930K +$24.1K +218 +3%
CIAS
1207
Capital Investment Advisory Services
North Carolina
$926K -$221 -2 -0%
RWM
1208
Revisor Wealth Management
Ohio
$926K -$66.4K -600 -8%
AFG
1209
American Financial Group
Ohio
$924K – – –
HBT
1210
Heartland Bank & Trust
Illinois
$923K +$775K +6,996 New
MIC
1211
Means Investment Company
Maine
$920K +$221 +2 +0%
CWM
1212
Chesapeake Wealth Management
Virginia
$916K -$24.6K -222 -3%
NPT
1213
National Philanthropic Trust
Pennsylvania
$913K +$1.88K +17 +0.2%
NL
1214
NWAM LLC
Washington
$911K -$15.6K -141 -2%
PCM
1215
Pointe Capital Management
Michigan
$910K -$18.9K -171 -2%
HDIM
1216
Hanson & Doremus Investment Management
Vermont
$908K -$48.7K -440 -6%
DMBA
1217
Deseret Mutual Benefit Administrators
Utah
$907K +$341K +3,079 +81%
GIP
1218
Greatmark Investment Partners
Georgia
$904K -$1.33K -12 -0.2%
KB
1219
Kimelman & Baird
New York
$904K – – –
WMA
1220
Wealth Management Associates
New Jersey
$903K +$125K +1,130 +20%
PHS
1221
Pekin Hardy Strauss
Illinois
$899K – – –
RB
1222
Rodgers Brothers
Pennsylvania
$898K -$24.1K -218 -3%
SPFA
1223
Summit Place Financial Advisors
New Jersey
$897K -$868K -7,843 -54%
JRPIM
1224
Journey Retirement Planning & Investment Management
Idaho
$896K -$1.8M -16,270 -71%
SS
1225
SBI Securities
Japan
$895K +$589K +5,323 +366%
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