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Name Holding Trade Value Shares
Change
Change in
Stake
HT
801
Headlands Technologies
Illinois
$719K +$674K +3,492 New
IIA
802
ICW Investment Advisors
Arizona
$717K +$25.5K +132 +4%
SIC
803
Sterling Investment Counsel
New York
$712K -$23.9K -124 -3%
KWA
804
Kellett Wealth Advisors
Ohio
$705K +$579 +3 +0.1%
FAIM
805
Financial Advocates Investment Management
Washington
$703K +$14.7K +76 +2%
CC
806
Chicago Capital
Illinois
$701K – – –
FWP
807
Falcon Wealth Planning
California
$699K -$6.95K -36 -1%
TCM
808
Tributary Capital Management
Nebraska
$699K -$155K -805 -19%
TWM
809
Trueblood Wealth Management
Ohio
$698K +$138K +714 +27%
AO
810
Advisor OS
Illinois
$696K +$51.3K +266 +9%
KDA
811
Kraft Davis & Associates
Missouri
$695K – – –
MA
812
Mutual Advisors
Nebraska
$687K +$36.9K +191 +6%
WT
813
Whittier Trust
California
$686K – – –
GLR
814
Great Lakes Retirement
Ohio
$684K – – –
HWA
815
Heritage Wealth Advisors
Virginia
$683K +$3.86K +20 +0.6%
PBO
816
Peoples Bank (Ohio)
Ohio
$680K -$38.6K -200 -6%
FAFN
817
First Affirmative Financial Network
Colorado
$674K +$13.9K +72 +2%
TNAM
818
Terra Nova Asset Management
New York
$672K -$49K -254 -7%
EP
819
Edgestream Partners
New Jersey
$669K -$1.27M -6,604 -67%
MFG
820
Merit Financial Group
Georgia
$668K -$790K -4,093 -56%
AI
821
Axecap Investments
Ohio
$665K +$623K +3,228 New
GWP
822
Gen-Wealth Partners
Michigan
$664K -$70.6K -366 -10%
JFL
823
Jarislowsky, Fraser Ltd
Quebec, Canada
$659K – – –
SIA
824
Schechter Investment Advisors
Michigan
$657K -$9.84K -51 -2%
FLPIM
825
F.L. Putnam Investment Management
Massachusetts
$647K -$6.37K -33 -1%