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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1801
Central Bank & Trust
Kentucky
$755K -$23.5K -505 -3%
VIM
1802
Vista Investment Management
Pennsylvania
$755K +$125K +2,683 +21%
ACM
1803
AlphaStar Capital Management
North Carolina
$751K +$67.5K +1,452 +10%
FMW
1804
Farr Miller & Washington
District of Columbia
$750K +$3.86K +83 +0.5%
AWM
1805
Aberdeen Wealth Management
Illinois
$750K +$727K +15,636 New
TAIM
1806
TD Ameritrade Investment Management
Nebraska
$747K -$171K -3,676 -19%
CWM
1807
Circle Wealth Management
New Jersey
$747K -$145K -3,112 -17%
SIC
1808
SFE Investment Counsel
California
$743K -$228K -4,900 -24%
ADBIC
1809
A.D. Beadell Investment Counsel
Wisconsin
$738K -$1,000K -21,508 -58%
CPO
1810
Cerity Partners OCIO
New York
$737K -$57.3K -1,233 -7%
SIAP
1811
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$737K +$146K +3,147 +26%
LC
1812
LCNB Corp
Ohio
$735K +$5.67K +122 +0.8%
RGIA
1813
Rainier Group Investment Advisory
Washington
$730K -$70.9K -1,525 -9%
BWAM
1814
Boyd Watterson Asset Management
Ohio
$729K +$36.7K +790 +5%
GIA
1815
Gladstone Institutional Advisory
Florida
$726K -$261K -5,610 -27%
DLCIG
1816
D.L. Carlson Investment Group
New Hampshire
$726K -$162K -3,480 -19%
PV
1817
Private Vista
Illinois
$725K +$25.4K +546 +4%
GIA
1818
Guyasuta Investment Advisors
Pennsylvania
$723K -$181K -3,895 -21%
CAN
1819
Claraphi Advisory Network
United States
$723K +$489K +10,513 +230%
HCM
1820
Howland Capital Management
Massachusetts
$722K -$90.9K -1,955 -11%
WLIM
1821
White Lighthouse Investment Management
Massachusetts
$721K -$13.9K -300 -2%
NFG
1822
Nations Financial Group
Iowa
$720K -$50.8K -1,094 -7%
RC
1823
RBF Capital
California
$719K
CB
1824
CNB Bank
Pennsylvania
$715K +$104K +2,238 +18%
WA1
1825
Wimmer Associates 1
California
$713K -$20.6K -444 -3%