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Name Holding Trade Value Shares
Change
Change in
Stake
MG
951
Mather Group
Illinois
$335K +$16.7K +293 +5%
WANY
952
Wealthspire Advisors (New York)
New York
$334K -$221K -3,876 -40%
FSA
953
Fort Sheridan Advisors
Illinois
$334K +$26.6K +466 +9%
DA
954
Detalus Advisors
Missouri
$332K -$237K -4,163 -42%
AMIM
955
Aull & Monroe Investment Management
Alabama
$332K -$12.1K -213 -4%
PCM
956
Parsons Capital Management
Rhode Island
$332K -$10.6K -186 -3%
SB
957
Sunflower Bank
Texas
$332K +$12K +211 +4%
SIC
958
SFE Investment Counsel
California
$332K +$334K +5,860 New
RFM
959
Royal Fund Management
Florida
$331K +$49.4K +866 +17%
SIC
960
Samalin Investment Counsel
New York
$331K +$70.1K +1,230 +27%
KIA
961
KCM Investment Advisors
California
$331K +$90.4K +1,586 +37%
RMDI
962
R.M. Davis Inc
Maine
$330K +$40.4K +709 +14%
SW
963
StrongBox Wealth
Missouri
$328K -$147K -2,585 -31%
DJSG
964
D.J. St. Germain
Massachusetts
$328K -$96.4K -1,691 -23%
GJIC
965
Gamble Jones Investment Counsel
California
$327K
SFG
966
Summit Financial Group
West Virginia
$327K
IFG
967
Independent Financial Group
California
$327K -$484K -8,489 -60%
TBNY
968
Trustco Bank (New York)
New York
$326K -$16.1K -282 -5%
DLA
969
Douglas Lane & Associates
New York
$326K -$12.1K -212 -4%
CNC
970
Citizens & Northern Corp
Pennsylvania
$325K -$15.6K -274 -5%
QCIG
971
Quad-Cities Investment Group
Iowa
$324K +$58.4K +1,024 +22%
GCM
972
Graham Capital Management
Connecticut
$324K +$327K +5,727 New
FAM
973
Formidable Asset Management
Ohio
$323K +$5.76K +101 +2%
CPIG
974
Chicago Partners Investment Group
Illinois
$322K +$15.7K +275 +5%
SQA
975
Simon Quick Advisors
New Jersey
$322K +$275K +4,815 +554%