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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1951
Chicago Capital
Illinois
$688K +$26.8K +212 +3%
CL
1952
Choreo LLC
Illinois
$687K -$121K -954 -12%
TL
1953
TrueWealth LLC
Georgia
$687K +$30.1K +238 +3%
AIM
1954
Aspen Investment Management
Michigan
$685K -$59.2K -468 -6%
GG
1955
Gleason Group
Kentucky
$685K +$32.4K +256 +4%
BI
1956
Ballast Inc
Kentucky
$685K +$135K +1,065 +18%
LFASL
1957
Lugano Financial Advisors SA (LFA)
Switzerland
$684K -$24.4K -193 -4%
GWMIA
1958
Global Wealth Management Investment Advisory
Florida
$684K +$76.1K +602 +9%
FLI
1959
Family Legacy Inc
South Carolina
$683K +$1.9K +15 +0.2%
IMRF
1960
Illinois Municipal Retirement Fund
Illinois
$682K -$783K -6,191 -47%
AA
1961
Argent Advisors
Louisiana
$681K +$361K +2,853 +68%
FSA
1962
Fort Sheridan Advisors
Illinois
$678K +$445K +3,518 +100%
GC
1963
Gruss & Co
Florida
$676K +$63.2K +500 +8%
LC
1964
Landaas & Company
Wisconsin
$674K +$3.79K +30 +0.5%
WWM
1965
WT Wealth Management
Arizona
$674K +$490K +3,876 +125%
W
1966
WealthOne
New York
$673K -$8.22K -65 -0.9%
FBB
1967
Fulton Breakefield Broenniman
Maryland
$673K +$759 +6 +0.1%
IPW
1968
Inlet Private Wealth
Florida
$669K +$6.32K +50 +0.7%
SIM
1969
Sterling Investment Management
Arizona
$668K +$874K +6,916 New
TI
1970
Telemetry Investments
New York
$667K +$872K +6,900 New
VAG
1971
VisionPoint Advisory Group
Texas
$665K -$28.4K -225 -3%
LB
1972
Legacy Bridge
Iowa
$664K -$355K -2,808 -29%
ICOM
1973
Investment Counselors of Maryland
Maryland
$663K -$205K -1,625 -19%
SAM
1974
Smithbridge Asset Management
Pennsylvania
$660K
CNBT
1975
Cornerstone National Bank & Trust
Illinois
$657K +$76.9K +608 +10%