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Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1201
Brandywine Oak Private Wealth
Pennsylvania
$944K +$12.8K +116 +2%
TCOT
1202
Trust Company of Toledo
Ohio
$943K -$8.3K -75 -1%
RIA
1203
Regal Investment Advisors
Michigan
$940K -$42.6K -385 -5%
WP
1204
Westmount Partners
California
$934K +$111 +1 +0%
CP
1205
Canopy Partners
Ohio
$930K +$24.1K +218 +3%
CIAS
1206
Capital Investment Advisory Services
North Carolina
$926K -$221 -2 -0%
RWM
1207
Revisor Wealth Management
Ohio
$926K -$66.4K -600 -8%
AFG
1208
American Financial Group
Ohio
$924K – – –
HBT
1209
Heartland Bank & Trust
Illinois
$923K +$775K +6,996 New
MIC
1210
Means Investment Company
Maine
$920K +$221 +2 +0%
CWM
1211
Chesapeake Wealth Management
Virginia
$916K -$24.6K -222 -3%
NPT
1212
National Philanthropic Trust
Pennsylvania
$913K +$1.88K +17 +0.2%
NL
1213
NWAM LLC
Washington
$911K -$15.6K -141 -2%
PCM
1214
Pointe Capital Management
Michigan
$910K -$18.9K -171 -2%
HDIM
1215
Hanson & Doremus Investment Management
Vermont
$908K -$48.7K -440 -6%
DMBA
1216
Deseret Mutual Benefit Administrators
Utah
$907K +$341K +3,079 +81%
GIP
1217
Greatmark Investment Partners
Georgia
$904K -$1.33K -12 -0.2%
KB
1218
Kimelman & Baird
New York
$904K – – –
WMA
1219
Wealth Management Associates
New Jersey
$903K +$125K +1,130 +20%
PHS
1220
Pekin Hardy Strauss
Illinois
$899K – – –
RB
1221
Rodgers Brothers
Pennsylvania
$898K -$24.1K -218 -3%
SPFA
1222
Summit Place Financial Advisors
New Jersey
$897K -$868K -7,843 -54%
JRPIM
1223
Journey Retirement Planning & Investment Management
Idaho
$896K -$1.8M -16,270 -71%
SS
1224
SBI Securities
Japan
$895K +$589K +5,323 +366%
SCI
1225
Stableford Capital II
Arizona
$895K -$393K -3,545 -34%
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